You can view a resource route on the map based on their assigned schedule.
If rearranging a resource's route causes the appointment to be outside of the resource's shift, that appointment will display as red in the resource appointment list.
In the Map and Route Resources window, choose the resource by clicking the Select Resource for Routing drop-down and selecting the technician.
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.
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.
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 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 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.
