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
| Field | Required | What it is |
|---|---|---|
plan_name | Name of the plan | |
plan_assignee_username | Employee responsible for the plan | |
plan_date | Visit date for every visit in the plan. May be empty on a repeating plan | |
plan_start_date | First date a repeating plan runs from | |
plan_end_date | Last date a repeating plan runs to | |
plan_repeat | Yes | Repeat interval, read together with the cycle: 2 + weekly = every two weeks |
plan_repeat_cycle | Cycle the plan repeats on, e.g. daily, weekly, monthly | |
plan_is_repeated | Whether this is a repeating plan | |
plan_cancel_status | Whether the plan has been cancelled | |
plan_guid | Assigned by the platform |