1. Using Core Application
  2. Find Nearby Activities

Find Nearby Activities

Mobile workers equipped with mobile devices can consult a map that displays their route with any pending and unassigned activities close to their current location. Users configured for self-assignment can add nearby activities to their routes.

Note: To use this feature the Self Assign option must be selected for your user type.
  1. Open the Route map.
  2. Click the layer icon and select Nearby Activities
    A map with the nearby activities displays. The map includes your scheduled (numbered) activities and colored flags that indicate the status of nearby activities that are unassigned. Both the size of the flag and its color indicate the urgency of the activity.

    • Large markers indicate an activity that's SLA-critical.

    • Smaller markers indicate activities that aren't as critical.

    • Zoom in to see all activities.

    • Zoom out to eliminate the less critical flags from the display.

  3. Click List to display groups of activities.
    Note: Devices with larger screens display both the map and the list.
    The groups are based on these:

    • Distance: This group contains all unrouted activities listed by order of distance from your current location. Activities that are closest to you are listed first followed by activities that are farther away.

    • Time bounds: This group contains all unrouted activities listed in order by SLA window expiration. The activities that will expire the soonest are listed first under subheadings, such as Expires in 1 day, Expires in two days, and so on, with 30 days being the maximum expiration period.

    • My route: This group includes the activities that are already assigned to your route. You can't move these activities.

  4. To filter the activities, click View. Select a predefined filter or Ad hoc Filter and add the required criteria. Click Apply.
    This filter option is similar to the filter option available in the Dispatch Console. The filter criteria that you select on this map are applied only to the nearby activities shown on the map. They aren't applied to your route activities.
  5. Click an item in either the map or the list to display a hint box that includes more information, and a Move link.
  6. Click Move to display the Activity Move page:


    This screenshot shows the list of activities that you can move to other positions that are relative to other activities in your route.
    Use this page to position this activity relative to the other activities on your route.
  7. On the confirmation page, click OK to remove the activity from the pending list to your route