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- In the Map and Route Resources window, choose Select Resource for Routing.
- Choose the resource.The resources that are displayed on the schedule board are listed.
- If this is the start of the day, the start location that was set up in Admin Settings for the resource will be the first location listed.
- The appointments are listed in the order that they display on the schedule board.
- In this window, you have the option to:
- Manually re-arranging the route items by dragging and dropping in the list.
- - Add the start address as the end location.
- - Add a lunch break and time in minutes.
- - Remove selected item.
- Process Route
- - Route Current ListChoose List - Choose this option to route the list as it is currently displayed. This can be with a lunch break and/or the end location added.
- - Optimize Current ListChoose List - Choose this option to have the system re-arrange the appointments to optimize the route based on resource and appointment locations.
- - Saves the route as displayed and rearranges the appointments on the schedule board for the resource.
- - Closes the resource routing window. If you choose to not save any changes, nothing will change for the resource schedule.