How to create & edit beat plan for mobile users?

To create & edit beat plan for mobile users please follow the steps mentioned below:

  1. From Navigation Menu, click on Performance and then click Beat Plan.
  2. To create, click on the + icon to Add new beat plan.
  3. Fill information like Name, Code, and Description.
  4. Choose an Activity and Collection to map, Select the users and click NEXT.
  5. Select Time period, Frequency and click NEXT
  6. Select the checks and click on Create.

For editing, click on the relevant beat plan and edit it as per requirement and then click Update.

 

 


Revision #6
Created Sat, Apr 27, 2019 8:59 AM
Updated Mon, Apr 27, 2020 10:43 AM by Kamna