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Daily Planner User Guide
About Daily Planner
2
What is Appian Daily Planner?
Appian Daily Planner User Guide (PDF)
Setting Up Daily Planner
2
Navigating to DRTrack
Technical Requirements
Navigating Daily Planner
7
General Layout
Create, View and Modify Customer Accounts
Dispatch
Route Planning
Boundaries
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Route Planning
6
Preferences: Set Default Aliases
Unloaded Orders in Daily Planner
Truck Profile
Route Building Wizard
Solutions Statistics Panel
View all 6
Route Planning Options
8
Populating Orders to Daily Planner
Boundaries
Selective Route Building
Map Panel and Interactions
Route Card List
View all 8
Managing and Editing Routes
9
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
Other Route Options
View all 9
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
8
About Dispatch
Dispatch Dashboard
Assignment Data Grid
Exporting Routes to Customer Communication Manager
Login Workflows
View all 8
Points of Interest (POI)
6
About the Points of Interest (POI) Tab
Creating, Editing, and Deleting POIs
POI Panel and Map Cards
Searching, Sorting, and Filtering POIs
Assigning POIs
View all 6
Preferences
4
Prescriptive Intelligence
Aliases
Algorithm Settings
Distances
Addendums
1
View and Trim Routes Created by DRTrack’s Fixed Route Management Tool