Module guide
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.
These workflows describe how the visible customer workspace is intended to be used.
Use the route planner to evaluate stop order, coverage, and readiness before the day starts.
Open historical replay to compare the planned route with execution evidence when supported.
The route that can be executed in the field and reflected consistently across agenda, tracking, and notifications.
Covered screens
`/routes`, `/routes/plan/*`, `/routes/replay`
If the approved plan still does not propagate, provide the route date, rep, and organization to support.
These areas usually carry the next action, source record, or downstream evidence.
The time-based view of planned work. It helps reps and managers review visits, route-linked commitments, and the daily execution sequence.
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.
Manage cycles, targets, forecasts, reconciliation, incentive review, route-coverage posture, and workforce continuity approvals.
Review territory coverage, representative ownership, map context, and territory-level performance. Creation and simulation live inside the same module family.