FieldCoreWeekly Schedule

OSRIT

Weekly field execution planning

Weekly Schedule

Generated from Store Coverage Type, Visit Frequency, Preferred Coverage Days, default planned times, and current assignments. Supervisors can make small weekly adjustments directly or use Excel for bulk changes.

Generate From Coverage

Generate the week from Store master coverage. Direct edits and Excel uploads remain preview-only until the approval/publish phase.

Gray columns are LOCKED reference fields. Yellow columns are the only weekly fields intended for editing: planned date, time in/out, merchandiser, action, reason, and remarks.
Stores in scope
Planned visits
INTRO stores
VISIT stores
Needs setup

Generated Weekly Plan

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DateStoreTypeFrequencyPlanned InPlanned OutMerchandiserClusterStatusAction