TABLE OF CONTENTS


These actions can be taken on an individual route basis by selecting the three dot menu on a route card. Some of these actions may also be taken on multiple routes at once. Select routes via the checkboxes to the left of the route cards and select the three dot menu in the route list header. 


Unloading Routes

You can unload the orders from routes, but leave the empty routes as a placeholder. Unloaded orders move back to the unloaded order pool for re-planning.


Deleting Routes

If you want to delete a route and unload the stops on that route so that the route stops become unloaded orders, select the Kebab Menu on the route card for a single route action, or select all the routes for deleting, choose the “Unload and Delete” action. The multi-select option is the best way to completely start over with no routes and only unloaded orders. The planner can simply unload and delete all routes and start over. 


Optimizing Routes

Optimization is covered in detail in the Optimization section of this manual.


Inverting Routes

Inverting a route will re-sequence the route stops in reverse order. To do this, use the Kebab Menu on the individual route list. Inverting routes could result in route violations.


Renaming Routes

Select the Kebab Menu on the route card and select the rename route icon. The system will display a popup that will allow you to type in the name of a route. Daily Planner does not allow the duplication of route names, so you will need to choose unique names for the routes.


Reschedule Routes

If updates have been made to an order loaded on a route, the route may not be in its optimal configuration. You can “reschedule a route” by using the Kebab Menu on the route card and selecting the reschedule route option. This recalculates the statistics of the route, including start time, drive time, departure and arrival times, end time, and volume. If necessary, the route will be modified to its most efficient routing configuration when the recalculation is complete.


Viewing and Editing Truck Info

Use the Kebab Menu and click the Show Truck Info icon. This allows you to view the truck information. detail screen in DRTrack. The DRTrack will open in another browser tab. You can view the details of the truck or make changes to the truck record. This truck record is a copy of the truck master record and changes here will not impact the truck master record.


Show Stop Summary

This menu option opens the tabular list of Stops in DRTrack. DRTrack will open in another tab of your browser.


Vehicle and Nav Settings

Opens the Apply Vehicle and Navigation Settings window. This allows you to apply specific vehicle and navigation settings to a route, or multiple selected routes. Options selected here will override the global settings in Preferences. This requires an active license for PC*Miler Web Services, and the option will only be visible with a valid license. Using PCMWS gives you the most accurate ETAs, and the routes represented are routes that would also be calculated in CoPilot. Because these modifiers are applied post-routing, there is a chance that updated drive times and distances could cause violations on the routes.


If you apply vehicle and navigation settings and then take other actions on a route the vehicle and navigation settings will fall off of that particular route. Each route with vehicle and navigation settings previously applied should cache the options you picked when you re-open the Apply Vehicle and Navigation Settings window. 


NOTE: If the routes were deleted and rebuilt they are treated as brand new routes even if they have the same route name.




You can also apply Avoids and Favors with the second tab on the Vehicle and Navigation Settings window. Avoids and Favors are an additional tool available in Content Tools that allows you to specify if you would like to avoid specific roads in favor of a more viable path. For instance, you can specify to avoid certain streets experiencing construction or denote a preferred route due to noise ordinances with Route Modifier Sets.



Each Route Modifier Set you create in Content Tools appears here. You can select any number of avoids and favors to apply to your routes and the algorithm will apply those modifications if relevant.


When vehicle and navigation settings are applied, a badge will show on the corresponding route. 



You can hover over this badge to see which settings were applied to the route. The Configuration and Avoids and Favors tabs directly correspond to the values in the Apply Vehicle and Navigation Settings window.


A full description of the various settings can be found in Default Vehicle and Navigation Settings.