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Manage Routines
Manage your recurring visits and streamline your scheduling using routines in Calendar.
Required Editions
| Available in: Lightning Experience |
| Available in: Enterprise and Unlimited Editions with Life Sciences Cloud, Life Sciences Cloud for Customer Engagement Add-on license, and the Life Sciences Customer Engagement managed package. |
Create a Routine
Create routines to quickly apply a predefined set of visits for recurring schedules. This eliminates the need to create individual visits, streamlining the process for single or multi-day routines across your calendar.
- From the App Launcher, find and select Planner.
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Tap
next to the date you want the routine to start on.
- Select Create or Update Routine.
- Enter a name for the routine.
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Select an end date.
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To create a routine that includes the schedule of a single day, select an end date that's the same as the start date.
- To create a routine that includes the schedule spanning multiple days, select an end date that’s after the start date.
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- Save your changes.
To update an existing routine:
Apply an Existing Routine
Leverage existing routines to apply predefined visit schedules.
- From the App Launcher, find and select Planner.
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Tap next to the date you want the routine to start on.
- Select Apply Existing Routine.
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Select the routine you want to apply.
A routine indicator appears on the day that has the routine applied. To view all the routines for a specific day, click the routine icon.
You can share, delete, or rename existing routines.
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