How Rounds Affect Scheduling and Planning
How rounds influence job grouping, planner views, round health, and visit order without replacing job schedules.
Read article: How Rounds Affect Scheduling and PlanningRounds help
Help for Rounds in Work Planner.
Articles
Reordering Jobs in a Round
How to drag jobs into the right order inside a round and what the reorder popup options do.
Read article: Reordering Jobs in a RoundRound Detail View
What the round details popup shows, how to read the health bar, and where to find the jobs attached to the round.
Read article: Round Detail ViewEditing a Round
How to edit an existing round and what changes when you rename it, recolour it, or archive it.
Read article: Editing a RoundCreating a Round
How to create a round, what each field means, and what becomes available once the round is saved.
Read article: Creating a RoundRounds List
How to use the Rounds list to review route health, search active and archived rounds, and open round actions.
Read article: Rounds ListHow rounds affect scheduling
OverviewThis article explains how to use how rounds affect scheduling in the rounds area of Work Planner and what users should look for when moving into the next step of the workflow.When to use thisUse this article when
Read article: How rounds affect schedulingRound details
OverviewThis article explains what users can review and do from round details, including the follow-up actions that branch from the main detail view.When to use thisUse this article when you need a read-first view of the
Read article: Round detailsEditing a round
OverviewThis article explains how to use editing a round in Work Planner, including the main fields that shape how the rounds record behaves once it is saved.When to use thisUse this article when an existing record needs
Read article: Editing a roundCreating a round
OverviewThis article explains how to use creating a round in Work Planner, including the main fields that shape how the rounds record behaves once it is saved.When to use thisUse this article when you are adding somethin
Read article: Creating a round