Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

  1. In the Map and Route Resources window, select the resource by clicking the Select Resource for Routing drop-down and selecting the technician.
  2. 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.
  3. The appointments are listed in the order that they display on the schedule board. 

    Note

    See Using Drawing Tools on the Map to learn how to draw a shape on the map to include those appointments in the technician's route.


  4. 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 the selected item.
    • Process Route
      • Route Current List - Select 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 List - Select this option to have the system re-arrange the appointments to optimize the route based on resource and appointment locations. 

Default Icons

IconDescription

Image Modified

Add the start address as the end location.

Image Modified

Add a lunch break and time in minutes.

Image Modified

Remove the selected item.

Image Modified

Route the current list.
Image Modified
Optimize the current list.

Image Modified

Saves the route as displayed and rearranges the appointments on the schedule board for the resource.

Image Modified

Closes the resource routing window. If you do not save any changes, nothing will change for the resource schedule.

...

scroll-viewportfalse
scroll-pdftrue
scroll-officetrue
scroll-chmtrue
scroll-docbooktrue
scroll-eclipsehelptrue
scroll-epubtrue
scroll-htmltrue

See also: