Differences

This shows you the differences between two versions of the page.

Link to this comparison view

Both sides previous revision Previous revision
Next revision
Previous revision
manual11:tutorial4:chapter14 [2018/05/23 21:16]
admin created
manual11:tutorial4:chapter14 [2018/08/01 19:54] (current)
alex
Line 1: Line 1:
 +======Adding Custom Notes to a Stop======
 +\\
 +With Route4Me you can set up custom notes to increase the flexibility of your route planning activities and make sure that you always get the right data from your team. Route4Me provides an adjustable selection of custom statuses, additional fields, to-do actions, file uploading and other customizations that you can make to your notes. This feature enables you to set specific instructions for the actions that must be performed by your drivers/​team members while they are out in the field. To set up custom notes for your Route4Me account, please contact our [[manual0:​tutorial3:​chapter1 | Customer Success Department]].
 +\\
 +
 +\\
 +
 +To add a custom note to a stop, first, go to your [[manual11:​tutorial5:​chapter0 | Routes List]] from the navigation menu.
 +
 +\\
 +{{ :​manual11:​tutorial4:​m11_t4_c14-1.png?​nolink&​300 |Adding Custom Notes to your Routes with Route4Me }}
 +\\
 +
 +\\
 +
 +Select the route in which you want to create a note.
 +
 +\\
 +{{ :​manual11:​tutorial4:​m11_t4_c14-2.png?​nolink&​1000 |Adding Custom Notes to your Routes with Route4Me }}
 +\\
 +
 +\\
 +
 +In the Route Editor, click on the stop to which you want to add a custom note.
 +
 +\\
 +{{ :​manual11:​tutorial4:​m11_t4_c14-3.png?​nolink&​1000 |Adding Custom Notes to your Routes with Route4Me }}
 +\\
 +
 +\\
 +
 +In the stop's menu, click “Add a Note” at the top of the screen.
 +
 +\\
 +{{ :​manual11:​tutorial4:​m11_t4_c14-4.png?​nolink&​1000 |Adding Custom Notes to your Routes with Route4Me }}
 +\\
 +
 +\\
 +
 +The "Add a Note" screen may differ depending on the custom settings. Route4me provides a selection of custom statuses, additional fields, to-do actions, files uploading and other customizations that you can make to your notes. To customize your notes according to your route planning requirements,​ please contact our [[manual0:​tutorial3:​chapter1 | Customer Success Department]].  ​
 +
 +\\
 +{{ :​manual11:​tutorial4:​m11_t4_c14-5.png?​nolink&​1000 |Adding Custom Notes to your Routes with Route4Me }}
 +\\
 +
 +\\
 +
 +On the "Add a Note" screen, first, select one of the statuses from the drop-down "​Update Type" menu. Setting a status defines the primary goal of the note. Route4Me provides a set of predefined statuses and allows you to expand the list by adding custom statuses that are more suitable for your routing activities.
 +
 +\\
 +{{ :​manual11:​tutorial4:​m11_t4_c14-6.png?​nolink&​1000 |Adding Custom Notes to your Routes with Route4Me }}
 +\\
 +
 +\\
 +
 +Select one of the “To Do” actions from the drop-down menu. To-do actions define a necessary action that must be performed upon visiting the stop. You can define custom to-do actions to specify the exact instructions for your team.  ​
 +
 +\\
 +{{ :​manual11:​tutorial4:​m11_t4_c14-7.png?​nolink&​1000 |Adding Custom Notes to your Routes with Route4Me }}
 +\\
 +
 +\\
 +
 +Choose the "​Drop-off Location"​ for the delivery. Selecting an appropriate drop-off location helps to save the time of the drivers. You can add custom drop-off locations to make sure your team is always in the right place. ​
 +
 +\\
 +{{ :​manual11:​tutorial4:​m11_t4_c14-8.png?​nolink&​1000 |Adding Custom Notes to your Routes with Route4Me }}
 +\\
 +
 +\\
 +
 +The text field normally represents the main description of the note and contains important details. ​
 +
 +\\
 +{{ :​manual11:​tutorial4:​m11_t4_c14-9.png?​nolink&​1000 |Adding Custom Notes to your Routes with Route4Me }}
 +\\
 +
 +\\
 +
 +To upload a file or an image and attach it to the note, click "​Choose File," then select a file from your device. The size of the image should not exceed 50MB. CSV, XLS, PDF, JPG, JPEG, GIF, PNG, DOC, and DOCX files should not exceed the size of 200MB. Once you upload a file, its name will be displayed next to the "​Choose File" button.
 +
 +\\
 +{{ :​manual11:​tutorial4:​m11_t4_c14-10.png?​nolink&​1000 |Adding Custom Notes to your Routes with Route4Me }}
 +\\
 +
 +\\
 +
 +Click “Add Note” to finish.
 +
 +\\
 +{{ :​manual11:​tutorial4:​m11_t4_c14-11.png?​nolink&​1000 |Adding Custom Notes to your Routes with Route4Me }}
 +\\
 +
 +\\
 +
 +Once the note is added, the stop will be displayed with the corresponding icon in the Route Editor.
 +
 +\\
 +{{ :​manual11:​tutorial4:​m11_t4_c14-12.png?​nolink&​1000 |Adding Custom Notes to your Routes with Route4Me }}
 +\\
 +
 +\\
 +
 +\\
 +
 +=====Reviwing Custome Notes Added to a Route=====
 +
 +To view the notes added to a specific stop on a route, in the Route Editor, click on the stop and scroll down to the bottom of the stop's menu.
 +
 +\\
 +{{ :​manual11:​tutorial4:​m11_t4_c14-13.png?​nolink&​1000 |Adding Custom Notes to your Routes with Route4Me }}
 +\\
 +
 +\\
 +
 +To view all notes of a route, click "​Notes"​ at the top of the Route Editor screen and select "​Review Existing Notes."​
 +
 +\\
 +{{ :​manual11:​tutorial4:​m11_t4_c14-15.png?​nolink&​1000 |Adding Custom Notes to your Routes with Route4Me }}
 +\\
 +
 +\\
 +
 +In the "​Manage Route Notes" menu, you can add more custom notes to any stop of the route.
 +
 +\\
 +{{ :​manual11:​tutorial4:​m11_t4_c14-16.png?​nolink&​1000 |Adding Custom Notes to your Routes with Route4Me }}
 +\\
 +
 +\\
 +
 +The "Notes list" displays all existing notes of the route.  ​
 +
 +\\
 +{{ :​manual11:​tutorial4:​m11_t4_c14-17.png?​nolink&​1000 |Adding Custom Notes to your Routes with Route4Me }}
 +\\
 +
 +\\
 +**NOTE:** You can not modify or delete existing notes for the purposes of data security.
 +\\
 +
 +\\
 +
 +\\
 +  ​
 +=====Viewing Custom Notes on a Mobile Device=====
 +
 +Currently, Route4Me supports custom notes for Android devices. To view existing notes on your Android device, open the route that contains custom notes and tap on the note icon on the stop. On the "​Notes"​ screen you can find all notes added to the stop. Tap on the note to open it. The "Note Preview"​ screen shows the status, an image, a to-do action and a dropoff location.
 +
 +\\
 +{{ :​manual11:​tutorial4:​m11_t4_c14-7_copy_2.png?​nolink&​1100 |Adding Custom Notes to your Routes with Route4Me }}
 +\\
 +
 +\\