The Directions module Route planning helps you to plan lots of repeated task in a way that minimizes driving.
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Notice that the Directions module doesn't save any data in Microbizz until at the very end, so you can experiment and fine tune the planning until you are satisfied, and then save.
Suggesting routes
When you enter the Directions module you can select a period (up to 31 days) and 1 or 2 users. We currently do not recommend that you try it with more than approx 10-15 days of work, eg. 1 user in 2 weeks or 2 users in 1 week.
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Click on the Suggest planning button and Microbizz will start calculating a suitable route.
Adjusting the routes
You may click on a date in the small calendar - this will open a dialog box showing a list of the plannings for that date.
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At the bottom of the dialog box you will find information about the estimated driving time, the work day duration, and the duration of the planned work. Above that are two icons: one of recalculating an efficient route between the plannings for that date, and one for locking the date. When you lock a date, Microbizz will not assign new plannings to it when you click on the Suggest planning button.
Restrictions
The route planner takes the user's work plan and work day duration into account.
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In the Task module you will find a new tab RESTRICTIONS. This allows you to specify various restrictions for the tasks that are used by the route planner, eg. that the task should only be planned on certain week days, or that the planning may be moved to other users within the team.
Save planning
Microbizz doesn't save any of the hanges until you click on the Save planning button.
Profiles
The Profiles menu at the top allows you to create and manage profiles. A profile contains a number of settings that determine how the routes are calculated. This way you can easily update the profile to see if that makes a significant change to the routes.
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