WEBVTT 00:00:00.250 --> 00:00:03.210 A recurring assignment generates dated service visits. 00:00:03.610 --> 00:00:06.490 Update it for lasting changes to a customer's plan. 00:00:06.730 --> 00:00:10.970 For a single day's cover, change the dated stop on Schedule instead. 00:00:11.550 --> 00:00:14.710 Open Route Management, then Route Assignments. 00:00:14.910 --> 00:00:17.870 Find the property and open its three-dot menu. 00:00:17.910 --> 00:00:21.870 The customer and address identify the service location you are changing. 00:00:22.450 --> 00:00:25.410 Choose Edit to change the arrival preference. 00:00:25.610 --> 00:00:28.770 Preferred Time Window describes when the customer wants the technician 00:00:28.850 --> 00:00:29.850 to arrive. 00:00:29.890 --> 00:00:33.250 Choose Morning, and the window's start and end fill in. 00:00:33.750 --> 00:00:37.550 Window Start and Window End define that arrival range. 00:00:37.590 --> 00:00:41.110 Default Start Time supplies a scheduled start for newly generated 00:00:41.190 --> 00:00:41.963 visits. 00:00:42.017 --> 00:00:45.110 Leave it empty when you do not need a fixed starting time. 00:00:45.583 --> 00:00:48.783 Select Update Assignment to save the preference. 00:00:48.983 --> 00:00:53.103 Update Future Route Stops offers an additional update to dated visits. 00:00:53.143 --> 00:00:55.423 The recurring plan is already saved. 00:00:55.623 --> 00:00:59.903 Choose Leave As-Is; this does not undo the plan or changes already 00:00:59.983 --> 00:01:01.743 applied to future visits. 00:01:02.317 --> 00:01:05.597 Now the customer needs a permanent change of service day. 00:01:05.757 --> 00:01:08.477 Open the assignment's menu and choose Move. 00:01:08.557 --> 00:01:12.157 This changes the repeating plan, rather than one dated visit. 00:01:12.717 --> 00:01:15.997 New Technician sets who owns the recurring visit. 00:01:16.077 --> 00:01:18.557 New Day of Week sets its service day. 00:01:18.717 --> 00:01:21.437 Select both, even when one stays the same. 00:01:21.557 --> 00:01:23.677 Current Assignment shows the starting point. 00:01:24.250 --> 00:01:28.010 Route Position puts this property in the new technician's order. 00:01:28.210 --> 00:01:30.570 Select Add to end for this move. 00:01:30.610 --> 00:01:33.730 You can also insert between existing assignments. 00:01:33.770 --> 00:01:35.610 Then select Move Route. 00:01:36.183 --> 00:01:40.103 The ordinary visits now follow the new technician and day. 00:01:40.183 --> 00:01:43.783 Manually moved exceptions stay separate, and completed visits remain 00:01:43.823 --> 00:01:45.116 in the history. 00:01:45.250 --> 00:01:48.623 Update Existing Route Stops shows the preserved exception. 00:01:48.663 --> 00:01:52.263 Choose Leave As-Is; it does not undo the move. 00:01:52.750 --> 00:01:56.390 The assignment appears under its new technician and day. 00:01:56.430 --> 00:01:59.763 On Schedule, the ordinary visit is on the new route. 00:01:59.817 --> 00:02:03.310 The separately moved visit keeps its own date and technician. 00:02:03.783 --> 00:02:07.063 For a planned finish, use Change End Date. 00:02:07.143 --> 00:02:10.583 End Date is the last service date allowed by this plan. 00:02:10.703 --> 00:02:13.383 Choose the date, then Set End Date. 00:02:13.463 --> 00:02:17.703 Ordinary scheduled stops after it are removed; manually moved exceptions 00:02:18.143 --> 00:02:18.663 remain. 00:02:19.150 --> 00:02:23.470 For an immediate cancellation, choose Delete on the active assignment. 00:02:23.550 --> 00:02:27.230 End Route Immediately ends the repeating plan and removes ordinary 00:02:27.310 --> 00:02:29.017 scheduled future visits. 00:02:29.043 --> 00:02:32.990 The assignment stays as an inactive record; manually moved exceptions 00:02:33.070 --> 00:02:35.230 and completed visits are preserved. 00:02:35.717 --> 00:02:40.597 Confirm End Route Immediately, then enable Show inactive routes. 00:02:40.637 --> 00:02:42.757 The ended assignment is retained here. 00:02:42.877 --> 00:02:46.437 Its menu now offers Reactivate and Delete Permanently. 00:02:47.017 --> 00:02:49.817 Open Delete Permanently to see the warning. 00:02:50.057 --> 00:02:53.417 Confirming would remove the recurring template, while preserving service 00:02:53.497 --> 00:02:54.257 history. 00:02:54.297 --> 00:02:56.484 That template cannot be recovered. 00:02:56.590 --> 00:02:59.977 Choose Cancel here so the inactive plan stays available. 00:03:00.450 --> 00:03:04.450 The customer's recent stops still show the completed visit. 00:03:04.530 --> 00:03:08.290 Ending an assignment stops its ordinary future schedule; it does not 00:03:08.370 --> 00:03:12.530 erase completed service or cancel a separately moved exception. 00:03:13.017 --> 00:03:17.377 To resume this plan, choose Reactivate on the inactive assignment. 00:03:17.417 --> 00:03:19.137 It opens the edit form. 00:03:19.177 --> 00:03:22.937 Clear End Date with the adjacent close button, then select Update 00:03:23.017 --> 00:03:24.057 Assignment. 00:03:24.550 --> 00:03:28.150 The retained assignment is active again with no end date. 00:03:28.230 --> 00:03:32.150 Use Schedule to review the actual dated visits before the team runs 00:03:32.190 --> 00:03:32.950 the route.