Follow

Routes - How to assign a route template / route group?

Updated

You can assign a Route template or a Route Group, via Route template details or by right clicking on a vehicle in the list of vehicles or directly on the map.

For the first option, go to the Route template details panel and click Assign as route button:

Screenshot_2021-06-30_at_5.36.01_PM.png

 

For the second option, go to the Map view and right click on the vehicle marker or on the respective vehicle of the vehicle list:

 

After that, click Assign template/group.

Independently of which way you choose to assign a template/group, the outcome of this step is the same: the Assign route template/group panel will be displayed to you.

Depending on the value which you select for the Schedule type field, a different panel will be available to you. You can select the following values:

  • One time
  • Weekly
  • Route Group

Following is depicted the differences between the scheduled types.

  • Schedule type - One time
    Screenshot_2021-06-30_at_5.37.06_PM.png

It contains the following information:

Fields Details
Vehicle List of all the vehicles in your account. You can select the one which you want to assign the route.
Schedule type One time: you will assign the route template to this vehicle just once. That means that once the route is completed (or abandoned), the vehicle will not have to do it again.
Route List of all the route templates.
Route start time

Starting time of the route.

Note: by default, it will be considered now.

Send route to WFM/NAV

If the selected vehicle has compatible NAV terminal, you are able to selected Yes and send the route template to the terminal.

Starting and Ending points

If the template has multiple steps, and you want to execute just some of these steps, you may choose one of them as start and/or end point for the route.


For the case depicted in the previous picture, we are assigning a One time schedule type route to the vehicle SA 0000 XX.

This vehicle has also a compatible NAV terminal, so we are able to define if we want to send the route to the device. By selecting Yes on the Send route to WFM/NAV field, the route will be sent according to the preferences defined in Administration > Account > Route. For this case, Send destinations only is the Send mode defined.

 

  • Schedule type - Weekly
    Screenshot_2021-06-30_at_5.38.58_PM.png

It contains the following information:

Fields Details
Vehicle List of all the vehicles in your account. You can select the one which you want to assign the route to.
Schedule type Weekly: in case you will apply the route to certain days of the week. Every such day, the route will be repeated.
Route List of all the route templates.
Weekly List of the weekdays in which this route will occur.
Route start time

Starting time of the route.

Note: by default, it will be considered now.

Starting and Ending points

If the template has multiple steps, and you want to execute just some of these steps, you may choose one of them as start and/or end point for the route.

 

  • Schedule type - Route group
    Screenshot_2021-06-30_at_5.39.52_PM.png
Fields Details
Vehicle List of all the vehicles in your account. You can select the one which you want to assign the route to.
Schedule type Route group: in case you want to assign already created groups of routes to the vehicle.
Route group List of all the route groups.
Route start time

Starting time of the route.

Note: by default, it will be considered now.

 

For more details about route groups click here.

 

After you are done filling the options, click the Assign button and a confirmation pop-up will be displayed to you:

Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request
Powered by Zendesk