FAQs: Maintaining Users on an Outreach Route

Outreach Services > FAQs for the Outreach Services Module > FAQs: Maintaining Users on an Outreach Route

FAQs: Maintaining Users on an Outreach Route

The following procedures describe how to add users to an outreach route, change the order of the users on the route, and how to modify a user's outreach information.

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How do I add users to the outreach route?

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How do I change the order of users on the outreach route?

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How do I modify outreach information for a user on an outreach route?

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How do I move users from one outreach route to another outreach route?

How do I add users to the outreach route?

In the Create Route wizard or the Modify Route wizard, use the Add Outreach User to Route Tool to add one or more users to an outreach route.

How do I change the order of users on the outreach route?

The order of the user list for an outreach route can be changing using a shortcut menu.

To change the order of users on an outreach route

Use the Create Route wizard to create the basic route record, or use the Modify Route wizard to select an existing route record for editing.

On the Outreach Users tab of a selected outreach route, select a user in the list of route users, and right-click.

A shortcut menu displays.

Select Cut.

The user line will display in italics.

Select a new position in the list of users, and right-click to display the shortcut menu.

Do one of the following.

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Select Insert Row Before to insert the cut user line before the selected user line.

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Select Insert Row After to insert the cut user line below the selected user line.

How do I modify outreach information for a user on an outreach route?

In Outreach Users tab of an outreach route record, do one of the following to edit the outreach record for a selected user.

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Double-click a user in the list of users for an outreach route.

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Select a user in the list of users for an outreach route, and click the Modify Outreach User Tool.

The following fields of the user's outreach record can be modified.

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Route ID

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Total Items Requested

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Next Delivery Date

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Last Delivery Date

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Start Skip Date

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End Skip Date

How do I move users from one outreach route to another outreach route?

You may choose to reassign an outreach user from one outreach route to another outreach route if the user moves, or if the outreach route to which the user is currently assigned is to be removed. (An outreach route cannot be removed as long as any outreach users are still assigned to it.)

In the Modify Route wizard or the Remove Route wizard, use the Modify Outreach User Tool to change the route ID in the Route ID field. In the Route ID field, specify the route ID of the outreach route to which you want to reassign the outreach user.