How can I create or edit a Plan Template?

> AntrisPRO: Plan Assignment

Team Administrators can create route templates on TracDash. Plan templates can be edited and assigned to specific team members.

How to create a plan template:
1. Click ‘Plan Assignment’ from the TracDash navigation menu.

2. Click the ‘Create Template’ button on the upper right of the webpage.

3. Fill out the required Plan information – checkpoints, scheduled times, etc.
4. Once Complete, scroll down and click the ‘Save’ icon. This Plan template will now be available to be assigned to your staff & team members.

How to edit a plan template:
1. Click ‘Plan Assignment’ from the TracDash navigation menu.
2. Find the plan template you are looking for on the list below the map. Use the search bar if need.

3. Click the ‘Edit’ button on the Plan you would like to update.

4. Here you can make the necessary changes to the Plan, and click the ‘Save’ icon when complete.

Once a template is create, it can be assigned to someone on your team. Click HERE to learn how to assign an employee to a plan.

How to update an assigned plan:
1. From the TracDash homepage, find the team member you are looking for from the list displayed. Use the search bar if needed.
2. Click the ‘View’ button in the Plans column.

3. Click the ‘Edit’ button on the Plan you would like to update.
4. Here you can make the necessary changes to the Plan. Once complete, click the ‘Save’ icon.

Once the changes have been saved, the member will automatically get a text & notifying them that their plan has been updated.