Skip to main content

Plan

A journey plan: a set of visits assigned to one employee, either for a single date or repeating on a cycle.

Stored in the PLAN layer.


Fields​

FieldRequiredWhat it is
plan_nameName of the plan
plan_assignee_usernameEmployee responsible for the plan
plan_dateVisit date for every visit in the plan. May be empty on a repeating plan
plan_start_dateFirst date a repeating plan runs from
plan_end_dateLast date a repeating plan runs to
plan_repeatYesRepeat interval, read together with the cycle: 2 + weekly = every two weeks
plan_repeat_cycleCycle the plan repeats on, e.g. daily, weekly, monthly
plan_is_repeatedWhether this is a repeating plan
plan_cancel_statusWhether the plan has been cancelled
plan_guidAssigned by the platform

Used by​