Example of How to Define Bundling Keys for a Visit

Assume that an installation activity is scheduled for a customer on 21st June, 2016 and is the only notification you send to the customer. The installation activity involves the activities, installing the hardware and installing the software but you want the customer to receive only one notification.

Assume that installing the hardware is assigned to mobile worker William and installing the software is assigned to mobile worker Philip. Both activities are scheduled on the same day at 4 to 5 pm and 5 to 6 pm respectively. Assume these details for the customer:

• Account number: 123456

• Address: 77 Discovery Drive, Bozeman, Montana 59718

Since both the activities are performed on the same day for the same customer and at the same location, and the goal is to notify the customer only once, it is necessary to bundle the activities together and schedule a visit. Let us select Account Number and Address properties as the bundling keys from the Configuration, Business Rules page and click Save. Since the values defined in the activity fields (that is, Account number and Address) match the selected criteria (that is, Account Number and Address properties selected as the bundling keys); the activities, installing the hardware and installing the software, are grouped together as a visit. To verify whether the activities are grouped as a visit:

1. Select Dispatch, Activities.
2. Select the mobile worker William from the resource tree.
3. Select the Installing the hardware activity from the dashboard and view the activity details.
4. Select the Links tab.

   A Visit number is displayed with the Pending status.

5. Repeat steps 1 through 4 for the Installing the software activity.