Nearby Future Activities

Starting with update 24D, when the 'Show future activities' option is enabled from the View menu within the Nearby workflow, the future activities are displayed in the list and map views based on configured map markers defined within the 'Non-scheduled and Not assigned activities map markers' section of the Business Rules screen.  Future activities will appear with a schedule date label within the list view.

When enabled, activities scheduled for the next 30 days from the selected date are available for self-assignment. Customers can reduce this period by setting the 'Number of Future Days to View in My Route and Activity List' within the Display screen.

The following activities are available for assignment within the Nearby activities workflow:

• Non-scheduled activities assigned to the current resource
• Non-scheduled activities within buckets visible to the user
• Activities scheduled for the selected date within buckets visible to the user
• Activities scheduled within the 30-day period starting from the selected date and assigned to the current resource (when 'Show Future Activities' is enabled)
• Activities scheduled within the 30-day period starting from the selected date and within buckets visible to the user (when 'Show Future Activities' is enabled)

Business Benefits

• Increased visibility for mobile workers to nearby work scheduled for future days
• Enhanced flexibility for self-assignment and work planning
• Reduced need for future visits by self-assigning work while already onsite
• Potential to accelerate revenue by completing activities early

Steps to Enable

You don't need to do anything to enable this feature.