Materials Pause

Field reps have the ability to pause the appointment until the next calendar day if they do not have the materials to complete a project for a visit.

Selecting this option removes the appointment from the unscheduled appointment list and allows them to schedule other work with potentially lower priority which they do have the materials to complete. It alerts via email their supervisor (on ic position tree) that they have paused the visit and do not have the materials.

Report Missing Materials - two pause options

Option 1 - Materials Icon

Clicking the materials icon on an appointment card.

Displays the material(s) for the visit
Displays a button to report materials are missing and pause the unscheduled appointment until the next calendar day.
There is no limit to the number of times a rep can pause an appointment but each time the supervisor is emailed and is recorded for analytical reporting

Web

Mobile

Click the Materials Icon and answer the materials question on the pop-over.

Ok - returns user back to the unscheduled appointment list
Report Missing Materials - pauses the appointment until the next day

Option 2 - Schedule/Drag and Drop Alert

Schedule/Drag and drop an unscheduled appointment to the calendar and a materials alert is opened.

There are two options:

Yes: Report that you have materials for the visit and proceed to schedule it.
- Rep has the materials and moves on to schedule the visit or goes to the syndication screen if there are other visits to syndicate.
No: Report that you are missing materials for this visit and pause it until tomorrow.
- Rep does not have the materials, the alert is closed, and the unscheduled appointment is paused until the next calendar day.
- There is no limit to the number of times a rep can pause an appointment but each time the supervisor is emailed and is recorded for analytical reporting

Web

Drag and drop an unscheduled appointment to the calendar

A Pop-over is triggered when the appointment has materials associated that are set to shipped to rep.

User clicks Yes or No to move on.

Mobile

Click the schedule button to schedule an unscheduled appointment.

A Pop-over is triggered when the appointment has materials associated that are set to shipped to rep.

User clicks Yes or No to move on.

Report Missing Materials - Syndication

When scheduling an appointment and syndication is triggered, a syndication materials pause screen is opened asking "Have you received the materials for these visits?" Users need to answer for each syndicated visit if they have the required materials.

Users answer the materials syndication question by either:

Unchecking a visits checkbox to Report Materials Missing
Checked to report they have the materials and move onto the priority syndication screen by clicking Next.
Visits are checked (Yes, I have materials) by default)

Web

Mobile

Report Missing Materials - email notification

An email alert is sent to the person pausing the assignment's supervisor (ic position tree) when an appointment is paused. This email is in addition to the pause being recorded in analytics for reporting.

The email notification contains the following information:

Email Header

Title - Rep does not have materials for...
Call form name - Target Mint Wedge Signage July Update
Chain name - assignments chain name in the USL
Store # - chain unique store # for the assignment store

Email Body

Rep name - field rep assigned to store assignment paused
Call Form name - name of call form for assignment pause
Wave Info - wave name and dates for assignment
Store info - BDS Store ID, Chain Store #, City, Address
BDS Store ID - BDS unique store # for the assignment store
Assignment ID - unique id identifying this assignment for this wave and call form.

Undoing Materials Pause - Wave Store Management

The Wave Store Management screen displays which assignments have been materials paused by a member of the team in a column labeled 'No Materials'.

The Wave Store Management screen is available at:

Team | Manage | Stores | Wave Stores

To remove a material pause, an Action called Reset Materials is used

Select the assignment(s) to reset by clicking the assignment row checkbox
Click the Action button on the toolbar
Click the Apply to Checked button for the Reset Material action

The Assignment paused for a missing material is now available on the unscheduled appointment list for the field rep to schedule.