The new Route Management System provides a complete solution for route planning and scheduling. Accessible from the top navigation bar, Route Planner and Route Calendar allow users to:
Create standard and recurring routes.
Use addresses configured in the Labor module.
Assign tickets using drag-and-drop or map-based selection.
Automatically generate labor entries.
Optimize, reorder, edit, and reschedule routes.
Track all route updates through the event history.
Manage routes and Unrouted Tickets using color-coded calendar views.
How to Configure:
Step 1. Routes are configured and managed within the Labor module.
Navigation Steps:
Navigate to Routes Grid under Labor.
Click New to create a new route.
Enter the Start Address and End Address. Complete any additional required fields. Click Save to create the route.
Step 2. Recurring Routes are managed through Settings and can be configured to run on a daily, weekly, or monthly schedule, providing flexibility for recurring operations.
Navigation Steps:
Go to Application Settings > Recurring Routes.
Click New to create a recurring route.
Select the Recurrence Type (Daily, Weekly, or Monthly) and then click Save to create the recurring route.
Step 3. Route Planner
It allows users to organize and assign tickets to routes for efficient scheduling and dispatch.
How to View
Navigate to the Home screen.
Click the Route Planner icon from the top navigation bar.
The Route Planner screen opens, where you can view unrouted tickets and begin planning routes.
Recurring routes and regular routes can be distinguished using the icons shown below.
Tickets can be added to routes in four ways:
1.Tickets can be assigned by clicking the Assign Ticket to Route button.
Navigate to the Route Planner
Select Unrouted Tickets
Select the required tickets
Click Assign Ticket to Route.
2.Tickets can also be assigned by dragging and dropping them onto a route.
Navigate to the Route Planner
Select Unrouted Tickets
Assign tickets by dragging and dropping them onto a route
3.Tickets can also be assigned by creating a new route, selecting shapes on the map, and adding them to the route.
Navigate to Route Planner.
Select Unrouted Tickets.
Click the Select Shapes drop-down and choose a shape.
Draw the selected shape on the map.
Click Create New Route or Assign Ticket to Route or Add Tickets to Route to assign the selected tickets to the route.
4.Tickets can be assigned from the Details pop-up.
Navigate to Route Planner.
Select Unrouted Tickets.
Click on the Ticket# to open the Details pop-up.
From the Add the ticket To drop-down, select the desired route.
Click Details button to assign the ticket to the selected route.
Once tickets are added to the route, ticket labor entries will be created automatically for each of those tickets.
If any stop is added to a recurring route, that route will be converted to a regular (non-recurring) route.
Each stop has a dots icon that we can use to drag and reorder it within the route.
If multiple tickets exist at the same location, hovering the cursor over the map pin displays all the ticket details.
Multiple route planning options are available within the Route Planner.
An edit route option is available in Route Planner that allows changes to the route.
An edit start/end location option is available that allows changes to the route's start and end addresses.
The Route Event History section provides a complete log of all changes made to a route.
The Reschedule Routes option allows users to push existing routes to a future date as needed.
The 'Reschedule Stops' option provides the ability to move stops from one route to another.
The Optimize Route option in the Route Planner becomes available whenever new stops are added or a ticket's address is updated after the route has already been created, enabling users to re-optimize the route with the latest changes.
The optimized route is visually indicated by an icon placed immediately after the route name.
In the Route Planner screen, if a route contains only one stop, that stop cannot be deleted, since every route must have at least one ticket. The same pop-up message appears when trying to transfer that stop to another route, as it would leave the route empty.
If the start and end addresses are not branch addresses, you'll see a purple pin on the map indicating the branch address.
The Primary Driver/Truck and Additional drivers options provide the ability to add primary drivers and additional drivers.
Step 4. Route Calendar provides a calendar view of all scheduled routes, making it easy to review, manage, and reschedule routes.
How To View:
Navigate to the Home screen.
Select the Calendar menu.
Click Route Calendar from the navigation pane.
The Route Calendar screen opens, displaying the scheduled routes and Unrouted Tickets.
Each ticket type is color-coded for easy visual distinction.
Routes can be rescheduled to future dates directly from the Route Calendar.
The Route Calendar offers both daily and weekly view options.
The weekly view displays all routes and unrouted tickets for the entire week.
Tickets can be assigned to a route by dragging them from the unrouted section.
The Reschedule stops option allows you to move and reschedule stops across routes.
Users have the flexibility to edit the Route form from the Route Calendar screens.
You can navigate to the Route Planner from the Route Calendar by clicking the link below.
Tickets listed under Unrouted Tickets can be rescheduled or redirected to any available route.
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