Pathway: Operations > Route Management
The Route Management tool includes three tabs designed to manage both new and existing stops on a route. To ensure no pending stops (scheduled services not yet assigned to a route) are overlooked, this tool should be used as part of daily operational activities. This article details the functionality and purpose of each tab in Route Management.
Helpful Tip: To search all text using CTRL-F, you must first click on the Expand All Sections button.
Pending Tab
The Pending tab shows stops that have not been assigned to a route and provides the functionality to assign and post stops to routes. The Pending screen includes an interactive map that will display upon selection of a site from the upper grid. Stops do not display automatically when the screen is opened. Use the available filters and click Load to display the pending stops.
Field Descriptions
| Field | Description |
| Filter Options | |
| Select Division | Filters to only displays pending stops of the selected division.
|
| Select Service Region | Filters to only display pending stops of the selected service region.
|
| Select LOB | Filters to only display pending stops of the selected line of business.
|
| Day of Week | Filters to only display pending stops assigned to the selected day of the week.
|
| Delivered Services Only | Filters to exclude/hide any services where service equipment has not yet been delivered.
|
| Load | Loads all pending stops (services not assigned to a route) based on the filter selections.
|
| Service Location Details | |
| Site | Displays the name and ID of the service location.
|
| Address | Displays the address for the service location.
|
| Qty | Displays the quantity of equipment requested. Equipment type is referenced under the Service Code column for the site.
|
| Service Code | Indicates the type of service the site is receiving.
|
| Frequency | Indicates the pickup frequency requested and preferred days of the week.
|
| Delivery Date | Displays the delivery status as Scheduled, Delivered, or Undelivered, along with the scheduled or actual delivery date. If no delivery date is provided because the delivery is unscheduled, “Unscheduled” is displayed instead. Equipment ownership is also displayed for customer owned equipment. |
| Start Date | The requested start date for service.
|
| Route | Displays as a drop down list of routes available for assigning to a pending service location. The system provides a Suggested route and an Others list of alternative routes that can be assigned. If a location has a service frequency greater than once per week, each scheduled service must have a route assigned before the record can be posted.
The option to have the system automatically route stops to a Suggested route can be enabled following the steps outlined here: Automatic Routing and Sequencing. |
| Sequence | If the stop should have a specific sequence on the route, enter the sequence number here.
|
| Week of Month | For customers who are monthly, or on a bi-weekly schedule, select the week of the month the location will be serviced.
|
| Post (button) | Posts the pending service to a route. If a site has a frequency greater than 1x per week, each frequency must have a route assigned to 'Post' the record. Once a service has been posted, the site will no longer display in the Pending tab. |
Interactive Map Overview
Use the interactive map on the Pending tab to help identify the optimal route for adding a pending service. Apply filters and review nearby routes to simplify and streamline the process. To learn how to review and assign stops to a route from the pending tab, check out the Pending (Tab) - Review and Assign Pending Stops to a Route article.
Select a site from the upper grid to display its location on the map. Its location is depicted with a larger red SL icon. Use the filter options above the map to help identify the most suitable route to assign the pending service to. Routes can not be applied to the service location from the map and must be added from the Route column in the upper grid.
View a Pending Service Location on the Map
Current Tab
The Current tab displays stops currently assigned to a route. The Current tab allows users to quickly edit route assignments, sequence stops, and modify start dates. Changes made here are permanent for the site. For one-time route changes, make adjustments in Dispatch instead.
Option to edit service schedules for one to multiple sites. Select the check box for the site(s) you would like to edit and select Edit. Displays an interactive map of the selected sites. Select the check box for each site you would like the map to include. The 'Reset Sequence to 0 on Reroute/Reschedule' feature allows users to control how sequence numbers are handled during route changes or service rescheduling. Interactive field used to change the start date of service when a new route or sequence has been assigned. Example: If the locations is being added to a new route, enter the start date here.
The interactive map on the Current tab shows pin locations for the selected stops, color-coded by their assigned routes. Users can use the map’s interactive features to change route assignments for one or multiple locations at the same time. To learn how to modify a route from the current tab, check out the Current (Tab)- Modify a Route article. On the Current tab, select the sites you want to view on the map, then click Map. The Current Route Map will open in a pop-up window, displaying each site’s location with color-coded pins representing their current route assignments.
Map based on the following options: Allows you to edit the servicing of multiple sites by drawing a radius around a target location and using the right-click menu to edit service schedules. To remove a radius, right-click within the radius and select 'Remove Shape.' Double-click within the row of a site to access the Current Routing screen. This screen displays details of the location's current route, a map showing the location along with pins of other locations on the same or different routes, and provides the option to change the route for the selected location.
Field Descriptions
Field
Description Filter Selections Select Division
Filters to only displays sites of the selected division.
Select LOB
Filters to only display sites of the selected line of business.
Route
Filters to only display the sites assigned to the selected route(s).
Day of Week
Filters to only display the sites serviced on the selected day(s) of the week.
Service Region
Further filters results to display only stops within the selected service region. The screen must be loaded with sites before this filter can be applied.
Service Code
Further filters results to display only stops with a matching service code. The screen must be loaded with sites before this filter can be applied.
Interactive Features Load
Select Load to display the current sites and their assigned routes based on the selected filters.
Export / 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. Further documentation including format and file requirements can be reviewed here: Export and Import in Route Management Edit
Map
Route Summary
Select Route Summary for a more detailed looked at route balances to help prevent an uneven distribution of services to a single route. Reset Sequence to 0 on Reroute /Reschedule
Service Location Details Site
Displays the location of the service.
Qty
Displays the quantity of equipment requested. Equipment type is referenced under the Service Code column for the location.
Service Code
Indicates the type of service the site is receiving.
Freq/Next SVC
Displays the site's frequency of pickup and the date of the next service.
Route
Displays the route the site is assigned to.
Seq
Displays the site's position in the service sequence for the route.
DOW
Displays the day of the week the location is scheduled to receive services.
New Route
Interactive field used to assign a new route to a site for the current service.
New Seq
Interactive field used to change the site's sequence on the current route.
New Start Date
New Week
Displays the new A/B week for a site after a new route has been assigned.
Interactive Map Overview
Load the Map
Map Filters
Field/Filter Tool
Description Map Type
Marker Clustering
Auto-groups sites that are in close proximity to one another and displays a total count for the area. Day of Week
Select to display sites by specific day(s) of the week they are scheduled for service. Week Offset
Select to display only sites scheduled for A Day or B Day servicing. Frequency
Select to display sites based on their service frequency. Next Scheduled Date
Select to display sites scheduled for service on a specific date. Radius Tools
Map/Satellite Toggle
Option to toggle between Map or Satellite views. Zoom
Option to zoom in or zoom out of an area. Legend
Provided color legend to identify which route a site's servicing is assigned to. Current Routing
Renumber / Sequencing Stops Tab
Use the Renumber / Sequencing Stops tab in Route Management to renumber stop sequences and insert unsequenced stops, either manually or using the route optimization feature.
This screen includes advanced Route Optimization technologies to intelligently balance and sequence routes for maximum efficiency. This added feature is designed to reduce drive time, lower costs, and simplify route planning. For additional details, see: Improve Operations with Route Optimization.
Permissions
The following permissions are required to view and use the Route Management screen:
Related Articles
Pending (Tab) - Review and Assign Stops to a Route
Current (Tab) - Modify a Route
Export and Import in Route Management