Visit routines for recurring call patterns
Key Takeaway
A routine reapplies a saved set of visits in one step. If a schedule conflict occurs, the Planner Settings option "Don't rollback changes when there's an error saving a routine" decides the result. When it is selected, the valid visits are created and the conflicting visits are skipped. When it is deselected, no visits are created.
A routine is a saved, named set of visits for a recurring schedule. A rep applies the whole set to a new date in one step instead of scheduling each visit again. Routines exist because field territories develop recurring call patterns, such as visiting the same clinics every cycle. Rebuilding that sequence by hand every cycle is repetitive work. Admins turn on and tune routine behavior in Planner Settings. Reps create and apply routines from the Planner calendar.
How to turn on routines
An admin turns on routines in Planner Settings.
- Make sure you have the "Life Sciences Commercial Admin" permission set, because this setup requires it.
- In Admin Console, go to Planner, then Planner Settings.
- Select "Enable Routine".
Planner Settings apply either to every profile ("Org Default") or to one chosen profile ("Profile"), so you can configure routine behavior differently for different user profiles.