Route Optimization Setup

The following article details how to use Route Optimization in Dispatch. Route optimization is an added feature in Navusoft that balances and reorganizes stops among routes to enhance operational efficiency.

IMPORTANT - Submit a Ticket Request to Navusoft for further information on Route Optimization setup and licensing.

Permissions

The following permissions are required for route optimization setup:

Permission ID	Permission Name
5	View Account
6	View Site
24	Setup / Operations
87	Route Management

Setup: Facility

Pathway: Setup > Operations > Facility

When adding a facility, the address MUST BE geocoded to ensure route optimization uses the closest facility to the truck at the point on the route the truck is expected to be full. When entering an address, the system will begin to recommend addresses that match the current entry. Continue with the address entry until the correct address is populated in the results and select it from the list. Upon selection, any remaining address fields will be auto-populated and the disposal location geocoded.

Field Setup

Setup: Truck

Pathway: Setup > Operations > Truck

Truck Setup helps route optimization determine where on the route to place a disposal trip based on where the truck is calculated to be full.

Field Setup

Setup: Equipment Type

Pathway: Setup > Services > Equipment Type

To improve route optimization accuracy, the Service Seconds Per Unit field in Equipment Type setup is important for charge code based equipment (i.e. Medical Waste Containers) estimated service duration. Fields here help specifically in calculating stop duration based on average charge code collected quantities.

Field Setup

Setup: Yard

Pathway: Setup > Operations > Yard

Yards are used for inventory management and are available to be assigned as the default route start and end location in the route setup. Yards are used by Route Optimization to sequence stops based on the truck's start location and end location.

After a yard is created, it will populate as a selection option in the 'Start Yard' and 'End Yard' drop down fields located in the Route Setup screen.

Field Setup

Setup: Route

Pathway: Setup > Operations > Route

In most cases, trucks begin and end each day at a yard. Yards are used in Route Optimization to sequence stops based on the truck's start location and end location for a route. Assign a daily default Start Yard and End Yard for a route using the days of the week tabs.

Yards previously created in Yard Setup populate the list of options for the Start Yard and End Yard fields.

Field Setup

This section applies to the Monday-Sunday tab set displayed on the Add Route popup editor.

Setup: Line of Business

Pathway: Setup > Services > Line Of Business

The Mobile/Optimization/Online Order tab for a Line of Business allows configuration setup for optimization type based on the Route Smart license setup.

Field Setup

Setup: Work Type

Pathway: Setup > Operations > Work Type

To improve route optimization accuracy, the 'Order Baseline Seconds' and 'Default Seconds Per Unit' fields in Work Type setup are important for Route Optimization calculations for service-based estimated service duration.

Field Setup

Setup: Site Details (Customer Service)

Pathway: Accounts > Customer Service Screen

For sites that are expected to require longer servicing times, enter the estimated time in the the Additional Service Minutes field of Edit Site. When Route Optimization is run, minutes added here are included in calculations.

Additional Service Minutes is useful for gated communities, security checkpoints, locked enclosures and etc.

Field Setup

The following field setup is optional and only required if a site is known to have a longer servicing time.

Route Optimization - Learn how Route Optimization is used in Dispatch.

Field	Description
Address Fields	Select the Geocoded address that displays when entering the address for the facility.

Field	Description
Volume Capacity	Indicates how much waste the truck can hold before needing to be emptied. This helps route optimization plan the placement of a disposal trip on the route.
Compaction Ratio	Numeric value that represents the ratio of how much one load of waste is reduced by because of a compactor. Example: If the Compaction Ratio to Volume Capacity is 4, it would mean that for every 4 truckloads of loose waste taken to the landfill, the same quantity of compacted waste would only require 1 trip.
UOM	The Unit of Measure to measure the waste and calculate capacity.

Field	Description
Service Seconds Per Unit	Enter the average amount of time (in seconds) it takes to collect one unit of equipment.
Capacity Planning Volume	Indicates how much loose waste the equipment can hold before needing to be emptied. This helps route optimization plan the placement of a disposal trip on the route.
Capacity Planning Volume UOM	The Unit of Measure used to measure capacity volume.

Field	Description
Name	Identifies the Name of the Yard.
Abbreviation	Displays the abbreviated name of the yard.
Address Information	Enter the address of where the yard is located. This is required for geocoding, route optimization and affects the Geofence Radius.
Geofence Radius	Creates a virtual perimeter around the yard to more accurately track a trucks arrival and departure. Enter (in meters) the radius that should be used.
Average Duration (MINS)	Enter the average amount of time a truck will spend at a yard for disposal/yard time. This is used in optimization calculations if disposal trips are tracked.

Field	Description
NOTE: Setup is specific to the day of the week selected from the tab sets above.
Map Area
Start Yard	Select a default Start Yard the truck will leave from at the start of the selected day.
End Yard	Select a default End Yard the truck will return to at the end of the selected day.
Start Time	Set a default Start Time for the route for the selected day.
Maximum Hours	Indicates the maximum amount of hours a route is allowed to run for that day. Used in optimization calculations if a value is entered.

Field	Description
Route Optimization Type	Standard - optimization is processed through the Dispatch screen. Roll Off - optimization is processed through Active Dispatch, dependent on license setup. Geared towards active dispatching.
Route Optimization Overrides	Overrides the default settings configured at Route Smart and indicates how the route will be serviced (right/left side of street, etc.) Leave blank and route optimization will use your Route Smart's unique account settings.

Field	Description
Order Baseline Seconds	Enter the average amount of time (in seconds) to service the location of the specific work type.
Default Seconds Per Unit	Enter the average amount of time (in seconds) it takes to service one unit of the work type. This multiplies against the scheduled service quantity on the work order for route optimization to more accurately calculate service duration.

Field	Description
Additional Service Minutes	Enter the additional amount of time to be expected to service the site.
Business Hours/Service Window	Times entered here are hard limits and help determine best placement on the route.

Permissions

Setup: Facility

Field Setup

Setup: Truck

Field Setup

Setup: Equipment Type

Field Setup

Setup: Yard

Field Setup

Setup: Route

Field Setup

Setup: Line of Business

Field Setup

Setup: Work Type

Field Setup

Setup: Site Details (Customer Service)

Field Setup

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