Configuring Daily Route
This functionality is intended to configure the daily schedule of field technicians. After configuring it, the technician will have a list of requests that will be attended to via Mobile.
This screen allows the search for requests according to the filters informed, that is, according to their needs, in order to direct the open requests to be answered by the field technician.
Before getting started
It is necessary:
To configure previously the system connection with Google APIs.
Procedure
- Access the functionality through the main menu Integrated Management > Service Force Management > Daily Routes Management;
- Define the filters as needed and click on "Search". The requests to which the technician is allowed to execute will be presented with the following situations (not attended, in attendance, attended with pending);
- Direct the available service requests to the technician to perform the service through these steps:
- Select the requests that will be attended by the technician and inform the priority of the attendance of the requests;
- In the "Execution Date" field, enter the expected date to execute the requests;
- After selecting the requests, the route markers that the technician should follow are displayed on the map. Remember that when you click on the route marker, the service request information will be displayed.
- Click on "Save". After saving, a notification will be sent to the technician, where he/she can check the CITSmart Enterprise ITSM Mobile application for the requests that will be attended by him/her.