There are two different methods that you can edit a recurrent route. The standard method involves editing the details of a recurrent route (the name, frequency, assigned user, etc.). You can also edit a recurrent route by rearranging the order the stops appear along the route.
Edit Recurrent Route Details
With MobiWork you can easily update the details of your recurrent routes; the following subsections will highlight how to access this edit feature and how to effectively edit your recurrent routes.
Right-clicking on a recurrent route to open the right-click options and selecting the "Edit" option. (The options that are displayed when you right-click on a recurrent route are also available when you select the Individual Actions button.)
Clicking on the Individual Actions button (the three vertical dots) from the "Actions" column and selecting the "Edit" option. (The options that are displayed from the Individual Actions button are the same as when you right-click on a recurrent route.)
The Pencil icon
The Edit button
Recurrent Route List Page
To edit the recurrent route details, you will first need to be on the Recurrent Route "List" tab; for more information on how to access this page, please see the Recurrent Routes List page.
Once you are on this page, there are two different ways you can edit a recurrent route:
View Recurrent Route
You can also edit the recurrent route details from the View Recurrent Route page. Please note that there are many ways that you can access the View Recurrent Route page. Please see the View Recurrent Route page for the different ways that you can open the View Recurrent Route page.
Once you are on the View Recurrent Route page, there are two different ways to edit the recurrent route details:
Edit Recurrent Route Stops
If you would like to rearrange the order that the stops appear in the recurrent route, you will first need to be on the View Recurrent Route page.
Please note that there are many ways that you can access the View Recurrent Route page. Please see the View Recurrent Route page for the different ways that you can open the View Recurrent Route page.
Regardless of the manner that you choose to edit the recurrent route details, you will be brought to the Edit Recurrent Route page. Once you are on this page, you can:
Edit the name of the recurrent route.
Edit how often the recurrent route should be implemented (this also allows you to specify which the day(s) of the week the recurrent route should occur).
Edit the start date of the recurrent route.
Edit the assigned user of the recurrent route.
Edit if the recurrent route is active (i.e., the recurrent route will allow you to create new work orders into the future).
Edit the origin (starting) address.
Edit the destination (ending) address.
Once you are satisfied with the changes, click the Save button to confirm.
If you only want to rearrange the order in which the user visits each of the stops, you can easily do so from the View Recurrent Route page.
Once you are on this page, you can drag & drop the stop to the desired placement:
When you have rearranged the order of the stops to the desired placement, click the Publish button to confirm the changes.
Any changes that are made to a recurrent route are not official until you click on the Publish button. You can access this button from the View Recurrent Route page; there are two different ways to publish a recurrent route from this page:
Click the Publish button from the red notification ribbon
Or click the Publish button from "Stops" section
Or you can publish multiple routes at once from the Recurrent Route List page, by clicking on the More Actions button and from the drop-down selecting the "Publish Selected" option:
Once you publish a recurrent route, it becomes ready to use within MobiWork for your users and for your customers. To assign your recurrent route to a customer, please see the View Customer page.