Creating an Advance Report
Advance Notes and Report (Protection Level Subscribers)
Administrators, agents, and vendor agents can add notes and upload images, documents, and links to a location within the plan/request.
Click on the “open” button in the “details” field in the transportation plans/request section.
Click on the “add/edit” button in the “notes” fields associated with the location to which you wish to change or add notes.
Click on “edit” to change the date/times or adjust the location address or geo coordinates.
Click on “add links” to add relevant links for the location.
Click on ”add notes” to enter relevant notes in rich text format (users can add links and embed videos and photos).
Click on “add imagery” to upload photos for the location.
Click “add documents” to link documents stored on your services or online.
The information collected will automatically be inserted into an “advance report” that the administrator can share with associates and agents.
Mark a Locations Advance Complete (Protection Level Subscribers)
Administrators, agents, and vendor agents can mark a location’s advance complete. This removes the agent and vendor agents' access to make changes in advance, but the administrator will still have access.
Click on the “open” button in the “details” field in the transportation plans/request section.
Click the “confirm” button in the “advance complete” field.
A green check mark will appear.
