To export or import your recurrent routes you will first need to access the Recurrent Route feature page. From the More Actions drop-down select the desired action:
You can import recurrent routes from your Excel document. Please note that in order to import the recurrent routes correctly, the Excel document must be formatted in the correct manner (please see the image below for the correct headings and order):
Once you have entered the recurrent routes in the Excel document correctly, you can upload that document to MobiWork.
Select the More Actions button and from the drop-down click on the "Import From Excel" option:
Upload your Excel file to the drag & drop feature and then click on the Import button:
You will then be redirected to the Confirm Import page. Confirm your imported Excel file by hitting the Submit button:
Once you are redirected to the Import Routes Results page, click the Done button:
The newly uploaded recurrent routes from Excel will then be displayed in MobiWork with your other routes.
Note: Please note that in the Excel document, a double asterisk (**) indicates a conditional field, while a single asterisk (*) denotes a required field.
You can also edit recurrent routes in bulk through Excel:
Please note that if you would like to export all your routes into Excel you can click on the topmost checkbox (Multiple Selection Area). Likewise, if you do not select any entries ALL records will be exported:
Click on the More Actions button and from the drop-down menu select the "Export to Excel" option:
The Excel file will automatically download, and you will be able to locate it in your computer's Download folder:
The Excel download will display the route ID, route's name, the assigned user, start date, etc.
Note: Please note that in the Excel document, a double asterisk (**) indicates a conditional field, while a single asterisk (*) denotes a required field.