TABLE OF CONTENTS


The map interface allows you to choose different map styles along with traffic and weather overlays. Route Line Styles allows you to choose how you want to view your routes; Crow Fly or Road Network. Show On Map gives you the ability to show or hide Unloaded Stops, Loaded Stops, and/or route lines. See Pinning a Route for additional features.



Planning Routes on the Calendar

Lasso Stops on the Map

The Lasso Tool allows you to quickly create a route on the map by ‘lassoing’ around the stops you want to include in the route. Once you have lassoed the stops, the ‘Build Route’ popup will appear which allows you to assign an Asset and a Driver(optional) to the route, along with the Load Date and Route Name(optional). Once the route is created on the map, if the proper assignments on drivers or assets are made, a corresponding Route Card will be created on the Route Calendar.


NOTE: The normal lasso behavior is to click each time you want to create an anchor for the boundary and then double-click to complete the shape. An alternate lasso behavior can be used by holding down CTRL while lassoing. This behavior will automatically create anchors as the shape is being drawn. Double-clicking still closes the lasso.


Occasionally, a stop(s) will not be added to a route. This will happen if a violation occurs due to adding the stop(s) or if more stops are lassoed than your set parameters will allow (time window, drive time, etc). The algorithm will fit as many lassoed stops as long as violations do not occur.



TIP: Double-click the final point of the lasso to finalize the route creation.



Viewing Order Information and Stops on the Map

By selecting a stop, loaded or unloaded on the map, a pop-up will appear with information about the selected stop. Unloaded orders and stops are displayed on the map in various circle colors and upon selecting them, a popup of the orders information will appear. Each card will also have a lightbulb icon in the header for Suggest Routes. 


Order & Line Item Details

Order and Line Item Details allow you to drill down into the order and its line items to view additional Volume and User Fields. To access the line item view, click the stop card, then click the line item icon.


Once selected, you can pick different data points to view the order and line item. By selecting this icon, any volume or user fields can be added to the grid for visibility.


The top section of the card reflects the overall order details; the bottom part will display all line items listed with the individual data points.

This view will persist between sessions.


NOTE: The T symbol on the map is the location of the terminal.


An order that is unloaded, or not planned on a route, will appear on the map as a red circle. When you select an unloaded order on the map, the Unloaded Orders Panel will highlight and scroll to the corresponding unloaded order card.


If an order has been loaded to a route, it will appear as a circle with the color of the route line and its sequence number of the route.


More than one order, loaded or unloaded, at the same geolocation is indicated by a black circle on the map. Once you click on the circle a list of all the orders will appear, as shown below.



Orders that display a gray color on the left are unloaded, while orders with a color other than gray are loaded and the color corresponds with the route it is on. Selecting an order from this list will display the same map stop popups but will also have a back button so you can go back to the list of orders.

You can choose to toggle loaded and/or unloaded orders on and off of the map view by opening up the ‘Show on Map’ icon, and selecting what you want or don’t want to view. If you deselect Route Lines and keep Loaded Stops selected, the map will remove the lines connecting each sequenced loaded stop but will still show the sequenced stops. However, if you deselect Loaded Stops and keep Route Lines selected, the map will remove both loaded stops and route lines.


Viewing Routes on the Map

Route line colors are assigned by Resource Calendar and cannot be changed. When routes are built, the sequence number of each stop appears inside of the circular stop indicators.

You can pan the map by dragging the map to the desired position. The map can be zoomed in and out with a mouse scroll wheel or via icons on the map.


Moving Stops on the Map

Loaded Stops can be moved between route lines by either Ctrl+Drag or Ctrl+Shift+Drag. Loaded stops on a route can also be resequenced with another stop on the same route using the same method. Unloaded stops can also be added to a route from the map.


If moving a stop will cause a violation, Resource Calendar will notify you that the potential move will result in creating violation(s). You can Cancel or Continue with the stop move and accept all violation(s).\


Route In Progress

Once a route is logged in, the route on the map will begin to show how the driver is progressing through the route. Once the driver arrives at a stop, the route line behind that stop will turn gray. The stop icons on the route indicate the stop the driver is currently at, if the driver has departed a stop, if stops are at risk of being delayed, etc.