Daily Planner User Guide 2

• What is Appian Daily Planner?
• Appian Daily Planner User Guide (PDF)

Setting Up Daily Planner 2

• Technical Requirements
• Navigating to DRTrack

Navigating Daily Planner 6

• General Layout
• Dashboard
• Route Planning
• Dispatch
• Boundaries

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Route Planning 6

• Preferences: Set Default Aliases
• Creating and Editing Boundaries without DirectRoute
• Unloaded Orders in Daily Planner
• Truck Profile
• Route Building Wizard

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Route Planning Options and More Information 8

• Populating Orders to Daily Planner
• Boundaries
• Route Building Wizard: Advanced Information
• Selective Route Building
• Map Panel and Interactions

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Managing and Editing Routes 8

• About Managing and Editing
• Route Stops Card Overview
• Moving Stops by Dragging and Dropping a Card
• Moving Stops Between Routes on the Map
• Violations Created Because of a Manual Edit

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Unloaded Order Cards 9

• About Unloaded Order Cards
• Card View or Grid View
• Filter and Sort Unloaded Orders
• Multi-Select Tool
• Geocode Multiple Orders

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Dispatch Tab 8

• About Dispatch
• Assignment Data Grid
• Assignment
• Exporting Routes
• Export Status

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Card Layout Editor 4

• About the Card Layout Editor
• Card Styles and Layouts
• Create a New Layout
• Creating a Default Card

Preferences - Details 3

• Prescriptive Intelligence
• Aliases
• Algorithm Settings