The before-delivery protection window
The Days before delivery setting under Settings > Notifications controls both reminder timing and calendar protection. If the value is 2, Planning protects:- Today
- Tomorrow
- The following day
What a notified order means
When a before-delivery notification is created for the current schedule, Sweeply stores the customer promise tied to that schedule.- For work that does not require presence, the promise normally protects the communicated service date.
- For presence-required work, the promise normally protects the communicated time or arrival window.
- A notified visit is not offered to ordinary automatic reassignment.
What Locked means
Sweeply shows a scheduled, not-started order as Locked when either:- Its service date is inside the before-delivery protection window, or
- A current notification promise matches its scheduled start
Override a protected visit
1
Start the move or route edit
Select the protected visit and choose the intended new week, date, member, time, or route position.
2
Review the customer impact
Compare the existing promise with the proposed schedule. A date-only promise may survive a same-date route reorder; a changed presence-required interval normally does not.
3
Confirm and enter a reason
Confirm that you understand the protected schedule is being superseded and record the operational reason.
4
Apply the change and contact the customer
Send an updated notification when offered, or contact the customer deliberately. Review any resulting planning issue.