Module guide
The time-based view of planned work. It helps reps and managers review visits, route-linked commitments, and the daily execution sequence.
These workflows describe how the visible customer workspace is intended to be used.
Use Agenda to confirm that the approved route and the day's commitments still match.
Agenda shows when work happens; route planning decides the approved travel and stop sequence.
Covered screen
`/agenda`
Escalate with the route date, representative, and organization if the mismatch remains after refresh.
These areas usually carry the next action, source record, or downstream evidence.
Plan, review, approve, and inspect field routes. This module covers the planner itself, the daily plan workspace, and historical route replay where that capability is supported.
Monitor active field sessions, governed check-ins, continuity signals, and same-day execution evidence for the selected organization.
Search the governed HCP directory, inspect detail context, manage notes, and launch controlled imports when your role allows it.
The governed inbox for approvals, operations, reminders, and exceptions inside the selected organization.