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Daily Planner User Guide
About Daily Planner
2
About Daily Planner
Appian Daily Planner User Guide (PDF)
Setting Up Daily Planner
2
DRTrack Required Information for Daily Planner
Navigating to DRTrack
Navigating Daily Planner
2
General Layout
Working with Route Color Labels
Dashboard
5
About the Dashboard
Single Route View
Route Bar Chart
Stops Bar Chart
Tracking Gantt Chart
Route Planning
6
About Route Planning
Set Default Aliases
Unloaded Orders
Truck Profile
Route Building Wizard
View all 6
Route Planning Options
9
Populating Orders to Daily Planner
Boundaries
Selective Route Building
Map Panel and Interactions
Route Card List
View all 9
Managing and Editing Routes
6
About Managing and Editing
Moving Stops by Dragging and Dropping a Card
Moving Stops Between Routes on the Map
Route Card Kebab and Bulk Actions Menu
Finalize Routes
View all 6
Unloaded Order Cards
9
About Unloaded Order Cards
Card View or Grid View
Filter and Sort Unloaded Orders
Multi-Select Tool
Geocode Multiple Orders
View all 9
Card Layout Editor
4
About the Card Layout Editor
Card Styles and Layouts
Create a New Layout
Creating a Default Card
Dispatch
4
About Dispatch
Dispatch Dashboard
Assignment Data Grid
Exporting Routes to Customer Communication Manager
Boundaries
1
About Boundaries
Fixed Routes
9
About Fixed Routes
Create or Edit a Fixed Route
Delete or Unload a Fixed Route
Including Predefined Routes in Route Planning
Trim Expected Orders
View all 9
Trucks
3
About Trucks
Search Truck Records
Managing Truck Records
Points of Interest (POI)
6
About Points of Interest (POI)
Creating, Editing, and Deleting POIs
POI Panel and Map Cards
Searching, Sorting, and Filtering POIs
Assigning POIs
View all 6
Accounts
13
About Accounts
Creating Accounts
Editing Accounts
Sorting and Filters
Searching Accounts
View all 13
Preferences
5
Prescriptive Intelligence
Aliases
Algorithm
Distances
Vehicle and Navigation Settings
