Before scheduling, you will need to determine how your program will be structured. There are a couple of options for you to consider, based on your needs!
Ideal if you have only a few locations to evaluate and already know which shopper or evaluator you want to assign.
AutoScheduling
Best suited for programs with many locations where shoppers apply for assignments, and a scheduler selects from among the applicants.
Autoscheduling with Self-Assign
Recommended if you have a large number of locations and prefer an automated process where shoppers select their own assignments without the need for a scheduler to review each application.
Autoscheduling with Qualified Self-Assign
A good choice if you want to automate assignments but still control which shoppers are eligible for specific locations, without scheduler input.
External Collaboration
Suitable if you want to manage assignments but prefer evaluators to be assigned directly rather than requiring them to sign up as shoppers.
Collaboration with another partner
Consider this option if you lack shoppers in certain areas, have an insufficient number of shoppers, or prefer an external scheduler to handle the entire scheduling process.