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Assignment Objective Setup (DOT Survey)

Distributor steps for setting up a DOT Survey as an Assignment Objective in Encompass so reps get the task once per plan on Encompass Mobile, and assigning the group to routes. Requires v22.01+ and an active survey.

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Written by Bailey Naas-Thornton

Minimum Version Required: 22.01

Pre-Conditions

  • The DOT Survey must be set up/active prior to these steps

Steps

How to Setup DOT Survey

  1. Using the Universal Search Bar, Navigate to the Assignment Groups table.
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  2. Click Add Assignment Group
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  3. Fill in the information needed
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  4. Click Add Record
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  5. Click on Sub Tables
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  6. Click Assignments
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  7. Expand the Table for the Assignment Group
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  8. Click Add Assignments
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  9. Fill in the required fields
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  10. Click Add Record
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  11. Click the Arrow to view the assigned assignments
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  12. Click Sub Tables
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  13. Click Assignment Objectives
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  14. Click Add Assignment Objectives
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  15. Fill in the required fields
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  16. Click Add Record
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How to Setup Routes for the Assignment Group

  1. Navigate to the Routes Table
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  2. Click Assignment Group
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  3. Click Edit Column
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  4. Click Assignment Group
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  5. Click Fill Down
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  6. Click Save Changes
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Best Practices

  • Assignment Objectives automatically assign a task one time per Plan.
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  • By following these steps, a task will be assigned to each user with the Assignement Group assigned to their Route, once per Plan.
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  • Setting the Assignment Objective to Required = True populates a warning that the DOT task is incomplete when backing out of the My Day screen.
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  • It is not possible to force or require users to complete a DOT survey or Assignment Objective before moving forward with their stops.
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  • The new Assignement will be included the next time Plans are generated for the selected Routes.
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    *Assignments will not be added retroactively to existing plans.

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