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  1. In the Map and Route Resources window, choose Select Resource for Routing.
  2. Choose the resource.The resources that are displayed on the schedule board are listed.
  3. 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.
  4. The appointments are listed in the order that they display on the schedule board.
  5. In this window, you have the option to:
    • Manually re-arranging the route items by dragging and dropping in the list.
    • Image Removed Image Added - Add the start address as the end location.
    • Image Removed Image Added - Add a lunch break and time in minutes.
    • Image Removed Image Added - Remove selected item.
    • Process Route
      • Image Removed Image Added - 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.
      • Image Removed Image 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. 
    • Image Removed Image Added - Saves the route as displayed and rearranges the appointments on the schedule board for the resource.
    • Image Removed Image Added - Closes the resource routing window. If you choose to not save any changes, nothing will change for the resource schedule.