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.
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In the Map and Route Resources window, select the resource by clicking the Select Resource for Routing drop-down and selecting the technician.
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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.
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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.
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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 RouteRoute 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
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Icon |
Description |
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Add the start address as the end location. |
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Add a lunch break and time in minutes. |
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Remove the selected item. |
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Route the current list. |
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Optimize the current list. |
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Saves the route as displayed and rearranges the appointments on the schedule board for the resource. |
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Closes the resource routing window. If you do not save any changes, nothing will change for the resource schedule. |
