Circuit scheduling is a feature that allows multiple jobs across different locations to be scheduled as one.
To be able to use the feature, you need to have at least one circuit, and one circuit set.
Once you have circuits created for a given client, you would simply use them during the step two of the AutoScheduling process.
Instead of selecting the locations by any other means, simply use one of the Circuit sets you created and hit the GO button.
The next page of the Schedule Wizard allows you to select the circuits as well. Keep in mind, you will only be able to select the circuits that belong to the pre-selected circuit set!
Use the Create shops button to move forward with the process.
Unlike with regular scheduling, the locations you selected here will have a circuit icon next to them.
Scheduler side
The circuit pay is simply a sum of the pay for each location in the circuit. The circuit bonus pay is a sum of the bonus pay for each location in the circuit. For the purposes of circuits the shopper never sees the individual location pay as they are required to complete all shops to get paid.
If you have the Confirmation module active on your system, the shopper will need to confirm each shop within the circuit individually!
Assigning circuits can be done from the Process Applications Page, or from the Scheduler Log page, as with the regular shops. All the functionalities of regular shops are applied to circuits as well, such as searching for shoppers, reassigning or cancelling the shops (circuits).
In a circuit, all locations are linked together. This means that when a single location is selected, the Scheduler assigns the entire circuit to the shopper by default.
To manipulate single locations from the circuit, use the Circuit Manager page.
The Circuit Manager page can be reached in one of the three ways:
Clicking on a specific location from the Shop List on the Process Applications page, and using the edit link
Using the Assign button on the Scheduler Log page, and then using the edit link.
Using the Edit button on already assigned shops, on the Scheduler Log page.
Depending on if the shop has been assigned, certain operations can be performed for any of the locations that belong to the selected circuit.
Shopper not assigned
Keep with this circuit
Nothing is changed, the shop stays within a circuit.
Split to New circuit
Splits the location from the circuit, and creates another circuit with that location.
All the locations that get split in one action, are grouped into one new circuit.
Remove from circuit
Removes the shop from the circuit, but does not create a second circuit.
Delete shop altogether
Deletes the shop completely.
Shopper assigned
Keep shopper
Using this option will open a new window, allowing you to Edit Shop Settings.
Remove shopper
Using this option removes the selected shop from the Shopper's log, and separates the shop from the circuit.
This works only with the shops in the status of New.
Reassign to other shopper
This will remove the shop from the circuit, and reassign it to the shopper you can select through the Reassign Shopper link.
This option is available only for shops in the status of New.
Delete shop altogether
This option will delete the selected shop, leaving other shops in the same circuit intact.
Upon submission of the modifications to the circuit, the shopper is sent an e-mail with the changes to their circuit.
Shopper side
Shoppers can apply for circuits the same way as they do for regular shops through the Job Board, or the link from the posting e-mail.
To indicate which shops are a part of a circuit, the circuit symbol displays next to the shop.
Currently, we are experiencing issues with displaying the icon!
Once the shopper is on the Application page, all the shops of the same circuit will be grouped together, displaying the shopper pay per shop and shopper bonus per shop, alongside circuit pay and circuit bonus.
Once the shopper has successfully applied or self-assigned (depending on your session settings), their Shop Log page will list the additional circuit information, alongside a note that all the shops in the circuit must be completed for the shopper to be eligible for payment.
The shopper can remove their application in the same way they would do for regular shops, using the My Apps page and simply clicking Delete all applications for this circuit button.