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The Route planning module uses the “planning” tab on each task in the Tasks module. Below is an image that illustrates the information required by Route planning. Each task is assigned to a user, which can be selected in Route planning. Splitting tasks between users in Route planning with the right profile settings is possible. The duration of the task is deduced from the given time window. The route planning only enforces the date, start, and end time when the “Locked” ticker is marked , and the right profile settings are chosen.
Example: A task is set to 2023-03-02, Start time 08:00, End time 08:30, and the locked ticker is marked. In all cases, the task is set to take 30 minutes.
Case one: In profile settings, Locked plannings is set to ignore → The planning algorithm will plan the task on any day at any time within the driver's work schedule.
Case two: In profile settings, Locked plannings is set to Same day → The planning algorithm will plan the task on the specified date 2023-03-02, at any time within the driver's work schedule.
Case three: In profile settings, Locked plannings is set to Same day and time → The planning algorithm will plan the task on the specified date 2023-03-02 at 08:00 to 08:30.
See profile settings under the “Profiles” heading.
In the Task module, you will find a tab, Restrictions. This allows you to specify various restrictions for the tasks that are used by the route planner, e.g. that the task should only be planned on certain weekdays. Note: This may not be working when using the new algorithm.
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Quick routing: this reduces the time spent calculating the route; the resulting route will often be useful. This setting has no effect when the new algorithm is applied.
Start/end: This setting specifies the user's starting and ending points for the day.
Drive duration is included in estimates: if enabled, the route planner will not insert time between the plannings to cover the drive time. This setting has no effect when the new algorithm is applied.
Locked planning: This setting decides if the “locked” task planning should be respected in Route planning. (See how tasks are locked under the heading “Tasks“).
Ignore: Route planning ignores the designated date, start time, and end time.
Same day: Route Planning guarantees the task is completed on the designated day according to the task planning tab.
Same day and time: Route Planning guarantees the task is completed on the designated day and time according to the task planning tab.
Restrictions: This determines how the restrictions should be handled, f.ex. you may want to ignore restrictions in some situations. This setting has no effect when the new algorithm is applied.
Full-day planning: this determines how full-day planning is handled. This setting has no effect when the new algorithm is applied.
Allow planning on non-workdays: This setting determines if the planning algorithm can move planning to a non-workday.
Allow split between users: This setting determines if the planning may be moved to other users. This setting has no effect when the new algorithm is applied.
Non-workday hours: Work hour intervals on non-workdays.
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