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      Set order and schedule

      Monitoring of the sequence by COREDINATE

      As already mentioned, COREDINATE is able to monitor the correct sequence when scanning the control points on the tour. Whether you want to use this is up to you. In practice, it can be advantageous if your employees apply a certain amount of variety to the walkarounds in order not to be too predictable. You therefore have the choice between these two variants:

      Sequence flexible

      If you set this selection in the above table, COREDINATE basically does not care in which order your employees scan the checkpoints on the tour. Only the completeness is monitored according to the motto It doesn't matter in which order, the main thing is that everything is done. The employee can see on the smartphone which checkpoint on the tour has already been scanned, because COREDINATE counts up all completed points and colors them green:

      App_Rundgaenge 

      Sequence mandatory

      If you select the entry Swinging in the Sequence column when you create the respective checkpoint for the tour, COREDINATE not only monitors whether all checkpoints on the tour are approached.
      In this case, COREDINATE also monitors whether your employees walk through the checkpoints in the order you want.

       

      This can make sense if there is a deal route within larger objects or if the employees have to follow a sequence so that they are at certain places at certain times.
      To monitor a sequence, at least two checkpoints with the entry Sequence Compulsory are required or the entry Advanced Sequence Behavior must be active, then you can also set only one checkpoint as Compulsory, the checkpoints before and after the compulsory checkpoint are then scannable in any order.
      Within the control points with the feature Swinging, the sequence then results from the sequence in the list of control points.
      In short, COREDINATE then expects your employees to walk the checkpoints in the exact order in which they appear in the walk list.
      If a sequence is specified and the employee does not stick to it, but scans an incorrect checkpoint, the following message appears within the app on the smartphone:

       

      Kontrollpunkte_meldung 

       

      Your employee therefore knows exactly which checkpoint he has just scanned (here: gate) and which one it should actually have been his turn to scan (here: goods receipt). In this way, COREDINATE helps to correct errors even during the tour.

       

      If you change the order, you can optionally reset or save it again App_Rundgaenge_speichern

      Set a schedule

      With COREDINATE, you can also specify when a tour can or must be completed. Thus, an exact time planning for individual tours is possible.
      If you have created a new tour, Always executable is always automatically stored in the time planning.
      This means that the tour can be executed by your team at any time without any time constraints.
      The time planning is saved individually for each tour.

      You can find it as follows:

      Log in to the portal and open the tour overviewStammdaten_auswahl_rundgaenge

      1. Open the desired tour and there the section Timing.

         Rundgaenge_zeitplanung

      2. A tour can basically be executed at any time. If you would like to set specific times, please click on Create repeat rule.

      3. A wizard opens, with which you can conveniently set when and how often your tour should be executed.

        Wiederholungsregel_aendern 

        Depending on the preselection you make via these tabs, you have the following setting options:

         

        Rhythm Meaning and setting options Example
         One time

        The tour is to be done only once at a specific time.
        You can set:

        • Time
        • Date
        		 The tour is to be carried out on 15.08.2018 at 9 am.
         Daily

        The tour is to be performed every day at a certain time.
        You can set:

        • Time
        • Limited time period (check if desired, then shipping will be done only in this time daily).
        		 The tour is to be carried out every day at 9 am.

        Weekly

         

        The tour is due on certain days of the week.

        You can set:

        • Time
        • Day of the week (just click)
        • Limited period (tick if desired, then shipping will only take place during this period)
        		 The tour is to be carried out every Monday at 9 am.
         Monthly

        The tour is due on a specific day of the month.

        You can set:

        • Time
        • Day in month
        • Limited period (tick if desired, then shipping will only take place during this period)
        		 The tour is to be carried out on every 15th of the month.
         Annual

        The tour is due on a specific day within a specific month.

        You can set:

        • Time
        • Month
        • Day in month
        • Limited period (tick if desired, then shipping will only take place during this period)
        		 The tour should be carried out every year on 24.12.

         

        Please make your choice and then click Continue. The appointment was saved to the tour and is visible in the detailed view of the tour.

         


        Note: If a tour is available e.g. from 20:00 and you have a follow-up time of e.g. 5 minutes, your employees should not wait until the last second to start the tour, because from a technical point of view doubles can occur in the portal. This means that the tour would appear once as Completed and once as Time expired in the portal.