Run of Sequential Routing Plan

A sequence of Routing plans is started with the start of the first Routing plan. The first plan is started according to its schedule settings – automatically (timed), manually or immediately after a certain activity appears in the bucket. After its completion the second Routing plan starts automatically followed by the subsequent Routing plans, if any.

The Routing widget on the Activities screen shows the first Routing plan in the sequence with an icon appropriate to its schedule. The subsequent Routing plans are marked with the 'chain' icon meaning that the plan is part of a sequence. When the first Routing plan in the sequence is started, the user if offered two options – to run only the current Routing plan or the entire sequence. If the user chooses to run only the current Routing plan, it will be run as any other Routing plan. If the user chooses to run the whole sequence, the completion of the first Routing plan will automatically trigger the second plan, and so on. Sequential Routing plan runs are identified on the Routing screen by the 'chain' icon in the Initiated column and the runs after [predecessor_Routing_plan_name] note in the Routing Plan column.

Any Routing plan belonging to a sequence can be rolled back without influencing other plans in the same sequence. Activities assigned or not assigned as the result of other plans in the sequence will remain in their places. A deactivated Routing plan is skipped in the sequential Routing run. Other plans in the sequence start according to their settings.