Creating Beat Plan
To create beat plan follow the steps mentioned below:
- On Web Console go to Performance module and click on Beat Plan module
- Click on 'Plus icon' on right hand top to add new Beat Plan
- Fill Beat plan details like name, code and description and click on Next.
- Select an activity and collection and click on Next.
- Choose users and click on Next.
- Check user filtration and go Next.
- Select highlights (these are the priority fields that will be visible to Mobile user in app)
- Choose restrictions if needed
- Define duration of Beat plan
- Click on Save.