Activity Bundling Rules

You can use activity bundling rules to exchange information between activities and to optimize workload.

Exchange information: When you add a form to an activity bundling rule, multiple resources can add data to the form across all the activities that are bundled by the rule. The data collected this way is available for all activities, or activity segments, bundled by the rule, regardless of whether the activities or segments are assigned for different days or shifts. For example, a mobile worker can complete a form partially during their segment of the activity and finalize the form only when other members of the crew complete their portions of the work and fill up their sections of the form.

When an activity bundling rule includes forms, you can see the submitted forms from the Forms Submitted button on the Activity Details page.

Optimize workload: The application creates a bundle of future activities that can be assigned to the same mobile worker on the same day. You can take care of the assignment either with automatic scheduling by routing or by assigning the activities manually using the Assignment Assistant. This reduces the durations of same-site activities, and improves the overall utilization of resources.

For both purposes at the same time: You can use activity bundling for both, information exchange and optimizing workload simultaneously. The 'same site/same mobile worker/same day' concept applies, as the data collected from the forms is available to the activities bundled by the rule, but assigned to the same mobile worker and for the same day.