Pre-Planning - New Visit

Step 1: Create & Configure visit

STEP 1 of 4

Step 1: Select Existing Visit from Schedule

Customer Visit Title Duration Date Time Action
Anna Svensson
19450312-XXXX
Breakfast Assistance
Mandatory
40 min 2025-10-20 08:30
Erik Johansson
19380521-XXXX
Shower
Mandatory
60 min 2025-10-20 09:00
Karin Nilsson
19520814-XXXX
Medication
Mandatory
15 min 2025-10-20 08:00
Lars Pettersson
19421103-XXXX
Cleaning
Optional
90 min 2025-10-21 14:00
Showing 4 of 47 visits

Or Create New Visit

From municipal decision (PDF/document)

Selected Visit

Anna Svensson
Frukosthelp - 40 minutes
19450312-XXXX
Current time: 08:30
This visit already has a fixed time. Pre-Planning finds optimal time based on time windows.

💡 Tips

  • Select an existing visit from daily schedule
  • Or create new from municipal decision
  • Current time ignored - time windows used instead

Step 2: Enter Visit Parameters

Klient
Anna Svensson

Visit Type

Time Window

Fylls i automatically baserat on visitstyp

Duration

Frequency

1-7 days per week

Times per day

Planning Period