Current (Tab)- Modify a Route
Last Modified on 02/26/2025 2:38 pm PST
Pathway: Operations > Route Management > Current (Tab)
The Current tab displays a list of service locations (stops) that are assigned to a route. Changes made to a stop from the Current tab are permanent. If this a one-time change, the Dispatch tool in Operations should be used.
Permissions
The following permissions are required to process a route change for a location:
| Permission ID | Permission Name |
| 87 | Route Management |
| 445 | Import/Export Current Routes from Route Management Note: If a user does not have this permission, the Import/Export buttons are hidden from view. |
Process a Route Change
From the Current tab, users can quickly make route modifications to one or multiple locations at a time using features available on the screen.
Before making changes, select the Route Summary link to review the distribution of services across all routes. This will help to maintain a balance when assigning stops to new routes.
- Make a Selection from the following screen filters:
- Select the Division you would like to review stops for.
- Select a Service Region. Allows for multi-selection.
- Select a Line of Business. Allows for multi-selection.
- Select a Route. Allows for multi-selection.
- Select a Weekday. Allows for multi-selection.
- Click Load and the screen will load stops matching the selected filter criteria.
- Assign a new route to a location using one of the following methods:
- Select the check box to the left of the Location(s) you would like to make changes to and select the Edit button. This will open the Edit Site Service Schedule popup editor. Enter a new route and effective date and it will be applied to all locations that were selected.
- Click within the "New Route" column for a location and select a new route from the drop down list.
- Click Post Routing Change to update the location(s).
Process a Route Change Using the Interactive Map
From the Current tab, users can quickly make route modifications to one or multiple locations at a time using the interactive map.
Generate a Map
- Make a Selection from the following screen filters:
- Select the Division you would like to review stops for.
- Select a Service Region. Allows for multi-selection.
- Select a Line of Business. Allows for multi-selection.
- Select a Route. Allows for multi-selection.
- Select a Weekday. Allows for multi-selection.
- Click Load and the screen will load stops matching the selected filter criteria.
- Select the check box to the left of the Location(s) you would like to view on the map.
- Click on the Map button to display the Current Route Map in a popup window.
Make a Route Change to Multiple Locations
- Using one of the radius tools available, create a radius around the service locations for which you would like to change the route.
- Right-click anywhere within the radius and select Edit Service Schedule(s).
- Select a Route from the Site Service Schedules editor that displays.
- Enter an Effective Date. Leave the Effective Date field blank and the location's next scheduled service date will apply.
- Select Save and all service locations within the radius will update to the new route.
- To remove a a radius, right click within it and select "Remove Shape."
Make a Schedule Change to a Single Location
- Right-click on the pin for the service location you are modifying.
- Select Edit Service Schedule.
- Select a Route from the Site Service Schedules editor that displays.
- Enter an Effective Date. Leave the Effective Date field blank and the location's next scheduled service date will apply.
- Select Save and the location will be updated.
Export and Import
Use the Export and Import feature to modify routes externally, then import them back into Route Management to post the routing changes in the system.
Export
Filter the screen to load only the routes intended for export. Once the screen loads, select the export option that aligns with the process. The data for each service location will be exported in .csv format, allowing for route information edits.
Import
After all route edits are complete, save the file and import it back into Route Management using the Import feature. Import logic will map the revisions based on the Route ID found in the file. A blue notification icon will display when the import is complete. Imported changes are applied to the affected routes once "Post Routing Changes" is selected.
File format requirement: CSV
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