Route Management system, featuring a Route Planner and Route Calendar accessible from the top navigation bar. Users can set up standard and recurring routes with configurable addresses, assign tickets via drag-and-drop, and automatically generate ticket labor. Routes can be optimized, reordered, rescheduled, and tracked through a full event history log.
Steps:
1. Routes are configured and maintained within the Labor module.
Users must provide a start and end address for the route. Activating the 'Use Branch Address' toggle auto-fills the branch address and disables the field. When the toggle is off, the fields are unlocked and must be completed manually as they are required.
2. Recurring Routes can be added and adjusted through Settings.
Recurring routes can be scheduled on a daily, weekly, or monthly basis to suit operational needs.
3. Route Planner is now accessible from the top bar.
The Route Planner allows users to create routes by drawing or selecting a shape filter to define the desired area.
Multiple route planning options are available within the Route Planner.
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 Route Planner 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.
4. Route Calendaris now accessible from the top bar.
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.
Users have the flexibility to edit the Route form from the Route Calendar screens.
The Route Calendar allows you to move and reschedule stops across routes.
Tickets listed under Unrouted Tickets can be rescheduled or redirected to any available route.
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