Editable visit planner
BRING SUITABLE WORK TOGETHER.
Move a task and check who needs to confirm it.No capacity conflict in this example
VAN-014 / Due work
Fits the exampleOil & filter service
TRK-002 / Separate approval
Fits the exampleBrake assessment
VAN-021 / Included
Fits the exampleCondition check
VAN-008 / Information gap
Fits the exampleHistory review
The calendar is not the requirement.
A grouped visit is an arrangement around due work, vehicle availability and the location. It should not push a vehicle beyond an applicable requirement.
Conflicts should be visible.
The planner marks missing access, a vehicle that is unavailable and a task that still needs approval instead of hiding the constraint.
A change creates a next action.
When an item moves, the record states what caused the change and who needs to confirm the new arrangement.
THE PRACTICAL OUTCOME
A visit plan that explains its own tradeoffs.