Create Route
On this page you create a new route (a route template) for a property. A three-step wizard guides you through the configuration step by step. You reach it via the "Setup" view on the property's Tasks tab with Create template.
What is this view for?
This is where loose checkpoints become a planned route (target/actual): you define when the route is walked (start date, time window, recurrence) and what must be scanned (which checkpoints, in which order). Only this template generates the individual route appointments against which later evaluations measure the actual execution against the target — including automatic deviations such as missing points or scans that are too early or too late.
Scope: the checkpoints themselves (NFC/QR/beacon stations) are created in the property's setup view. If you only need a free check without a schedule, you do not need a template — this page is exclusively for planned routes.
The wizard is identical to the editing view; when editing, only a fourth step (date change) is added.
The Wizard (3 Steps)
You can change the name at any time via the pencil icon in the header. At the top right you find Need help? and Close.
Step 1 — Basic Data
| Field | Required | Visibility |
|---|---|---|
| Route name | ✔ yes | Name of the template; must be unique per property (max. 50 characters). |
| Note | optional | Internal note — only visible to administrators in the web interface, not in the app (max. 300 characters). |
| Task | optional | Visible to executing staff in the mobile app — e.g. instructions for the route (max. 300 characters). |
Step 2 — Scheduling & Preview
Here you define when the route takes place. On the right, a live calendar preview shows all planned appointments.
Start date — from when the route applies.
Rounds (time window + frequency): Each round consists of a time window (start time → end time) and a frequency — how often the route must be completed within this window (1–50). Use + Add round to add further time windows (e.g. 06:00–10:00 and 11:00–13:00); each round can be removed individually. The exact scan times within a window are not enforced — only that the required number falls within the window.
Recurrence: In the dropdown you choose the pattern: None (one-time appointment), Daily, Mon–Fri, Sat–Sun, Weekly, or Monthly. Depending on the pattern, further fields appear:
- Repeat every [N] days / weeks / months.
- For Weekly: selection of weekdays (Mon–Sun).
- For Monthly: selection of days of the month (1–31).
On public holidays: You choose the holiday rule separately from the recurrence pattern — Treat normally, Skip on holidays, or Only on holidays.
Ends: Never (default — the recurrence runs indefinitely) or On date with an end date for the series.
Calendar preview: Shows the planned appointments in a month, week, or agenda view. Appointment blocks can be moved via drag and drop or resized in duration directly in the calendar (as long as the route is editable). The legend explains the colors: holidays, current attendance (editable), existing attendance, routes, property archived, today.
:::tip Different times for weekdays, weekends, and holidays Since one recurrence pattern applies per template, model differing times with multiple templates — e.g. one with "Mon–Fri" and the holiday rule "Skip on holidays", one with "Sat–Sun", and one with the holiday rule "Only on holidays". :::
Step 3 — Checkpoints
At the top you see Checkpoints in the route (N pcs.) — the points assigned to the route. On the right sits the checkpoint list (import list) with all checkpoints of the property.
- Assign: Click a checkpoint in the import list (+) to take it over. Use Transfer all checkpoints to add all at once. In the import list you search via the search field and create a new point directly via + Create checkpoint (requires Create control points).
- Enforce order (switch with "More info"): activates the enforced scan order. If it is off, the points may be scanned in any order.
- Per checkpoint, use the lock icon to define whether this point is bound to the fixed order — so individual points can be fixed while others stay flexible. Arrange the order via drag and drop. Use the trash icon to remove a point again.
In the app, the order binding then works like this: a bound point can only be scanned once all earlier bound points are completed — otherwise the app reports "Wrong order". Unbound points can be scanned at any time. A rejected scan is still stored in the log as additional evidence, but does not count as completing the point.
At least one checkpoint is required. Save the template with Create route.
Template / Copy an Existing Route
You do not have to start from scratch: in the property's route/template overview, every row offers the Copy action. Settings and checkpoints are taken over, the name gets the suffix "(Copy)", and the appointments are reset to the following day — everything can be adjusted before saving.
Good to Know
:::tip Note
- The route name must be unique per property.
- Holidays and special dates of the property are automatically taken into account. Whether routes are paused or executed on holidays is controlled via the template's holiday rule ("On public holidays").
- The duration (time window) must be between 1 minute and 24 hours.
- After creation, the route appointments are automatically generated for the next 5 days.
- Automation rules can remind you before a round starts and notify you about missed rounds — see Automation — Rules. :::
Permissions
:::info Permission To create a route, you need the permission Create preset round settings. To create new checkpoints directly in the wizard, additionally Create control points. Contact your administrator if you do not have access. :::