WorkRounds
How Rounds Affect Scheduling and Planning
How rounds influence job grouping, planner views, round health, and visit order without replacing job schedules.
A round is a grouping label on the job, not a schedule engine. It helps Work Planner decide which jobs belong together and in what order they should appear, but it does not replace the job's own due date or repeat pattern.
What A Round Changes
- Job grouping: Jobs linked to the same round can be filtered and reviewed together across the app.
- Planner grouping: Planner builds grouped day views by round, and it uses the round colour and saved round order to make those groups easier to read.
- Operational ordering: The order you save in the round reorder popup becomes the stored route order for jobs inside that round.
- Health reporting: The round health percentage is calculated from overdue active jobs divided by all active jobs in the round.
What A Round Does Not Change
- No due dates: The round does not create the due date. That still comes from the job itself.
- No repeat pattern: Weekly, fortnightly, monthly, and other recurrence rules still belong to the job schedule settings.
- No price or balance logic: Pricing, VAT, and account balances still live on the job and transaction side of Work Planner.
Why Archived Rounds Matter
Planner only groups live work against non-archived rounds. Archiving is useful when a route should stay on file for history, but should stop appearing as part of normal active planning.
How Health Is Read
Round health stays green when overdue active jobs are low, moves to yellow once overdue active jobs reach 5%, and turns red from 20% upwards. Because only active jobs count, old completed jobs do not water down the warning.
Related articles
- Rounds List: Shows the health and value figures in list form.
- Scheduling a Job: Covers the job-level fields that actually drive due dates and repeat rules.
- Planner Screen: Useful when you want to see how round grouping appears in day-to-day planning.