An Evergreen tour is built and functions exactly like a Standard tour with one important exception: It stays in the Current Tours tab even once it’s empty.
Standard tours exist in the Current Tours tab until one of the following is true:
- All assigned inspections are completed.
- All assigned inspections are deleted by a user.
- The due date for all assigned inspections elapses.
When any of these are true, a Standard simply disappears from the Current Tours tab.
Evergreen tours will stay in the Current Tours tab despite all those scenarios. The only way it gets removed is by being deleted by a User.
Just like a Standard tour, the following is true for Evergreen tours:
- The tour can be built from either the Schedule or Components grid.
- Scheduled or requested inspections can be added to a tour from the Schedule or Components grids respectively.
- Scheduled or requested inspections assigned to the tour will be removed upon completion of the inspection or once the inspection’s assigned due date has elapsed.
- The assigned technician will not change once a User unassigns it or changes the assigned technician.
Evergreen tours can be useful for a lot of different scenarios including ReTests or routine weekly or monthly inspections. These types of inspections will still need to be added to the tour when needed using the Add to Existing Tour option in the Add to Tour dialog box.
To make a new Evergreen tour, toggle the Evergreen option on in the Add to Tour dialog box when creating a tour.
To make an existing tour Evergreen (and vice-versa):
- Open Current Tours
- Select the tour.
- View the tour.
- Toggle the Evergreen option on.