Introduction
“Routes” typically refer to predefined paths or sequences of locations that need to be visited, usually by field personnel. These could be salespeople visiting clients, delivery drivers delivering packages, technicians servicing equipment at various locations, and so on.
BizGaze’s “Routes” App can streamline the management of field operations, improve efficiency, and provide valuable insights to further enhance productivity and customer service.
Stage Workflow
Default stages of Routes App:
Stage name | Description |
Active | Routes that are currently in use and actively being scheduled and executed. |
Inactive | The Inactive stage represents routes that are temporarily suspended or not currently in use. |
Deleted | Routes that have been permanently removed or deleted from the Routes Schedule. |
Portlets & Widgets
In the layout view, a Portlet accurately represents each functionality, and its corresponding data is precisely viewed as a Widget. The following section includes the default portlets and widgets of the Routes App.
Scheduler
The screen presents the days scheduled for an employee’s route, denoted in vibrant green color, displayed on a basis of Week wise, Day wise or Date wise
Description
Short notes or comments regarding the scheduled route are displayed.
Routes Customer
This section displays the Organization/Customer name and Address of the customer
Field name | Description |
Address | Displays the name of the Organization or Customer, making it easy to identify and navigate relevant data pertaining to the specific entity |
Customer | The customer’s address is prominently displayed, providing easy location reference for seamless navigation and correspondence |
Activity Log provide users with essential information, notifications, and real-time updates to keep them engaged and informed about key activities in apps related to updates, notifications, and stage changes.
Field name | Description |
Comments | Users can comment or enter short notes about the Route |
Audit | |
Created date | Displays creation date of the Route |
Created by | Name of the person who created Route |
Last updated date | Last stage changed of the Route |
Last updated by | Name of the person who updated the stage |
Status | Current status of the Route |
Time-Line | This widget tracks all the activities within the app |
Reports
A report is a document that presents information in an organized format for a specific audience and purpose. Although summaries of reports may be delivered orally, complete reports are almost always in the form of written documents.
- Routes Masters