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Create An Activity Objective

Distributor steps for adding an Activities Objective in Encompass so a survey task is assigned to every route or stop with a chosen Activity. Existing plans must be regenerated. Requires v18.01+.

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Written by Bailey Naas-Thornton

Minimum Version Required: 18.01

Pre-Conditions

  • Objective must already be created.

Steps

How To Create Activities Objectives
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  • Activities Objectives create survey assignments for users based on the Activity set on the Route or the Customer Stop.
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  • Activities Objectives will create one task for all stops with the selected activity every time the stop is generated.
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  • Plans already generated prior to adding the Activities Objective will not update to include the new Objective. Plans need to be regenerated if the Objective needs to be added to the existing plans.
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Adding an Activities Objective
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  1. Navigate to the Objectives table.
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  2. Select the Objective you want to assign an Activities Objective.
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  3. Click Subtables-> Activities Objectives-> Add Activities Objectives.
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  4. Select the Activity that the survey will be assigned to.
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  5. Toggle on or off whether the survey will be required.
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  6. Click Save Changes

Best Practices

  • Surveys will be created and assigned to Plans on a rolling schedule based on the Days In Advance field on the Routes table.
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  • Any plans that were already generated at the time of creating the Activity Objective, will not have a survey assigned to them retroactively. To apply the Activity Objective to existing Plans, the Plans must be regenerated.
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