Once you created your routes and did the necessary editions, you can finally assign your routes to your conductors and send them to their mobile applications.
Click on Export so as to download an Excel summary file with the result of your routes. Click on Finish so as to be able to assign your routes to your conductors.
In this window you will see the summary of your routes before assigning them. You can close this window and do the changes you need if your are not yet decided. Here you will see the date of departure assigned to these routes, the vehicle quantity assigned per vehicle, how many visit there is in each route, how many kilometres were traveled by each vehicle and how much time were each vehicle in the street.
To finish, you can give your Plan a name. A Plan is a route combination you created in a previous session. It is important to give your plan a name that helps you remember it so that you will be able to edit plans how many times you want if you need to make last minute changes. More information in the Plan edition article.
For each vehicle you can choose who will be the conductor. If a vehicle has a conductor by default, this conductor will be shortlisted. More information about how to assign conductors by default in the Vehicle configuration article.
Click on Confirm so as to assign your routes.
ADVANCED: you do not need to assign conductors to all your vehicles. You can let some vehicles without conductor and assign a conductor later, in the Plan edition section.
Excellent! Your route have already been assigned to your conductors. You have 3 possibilities now that you have finished :
- You can go to the Tracking module to monitor your vehicles and deliveryman. Click on Tracking.
- You can create a new plan. Take into account that you already created routes for each vehicle, which means you will only be able to create new plans for other vehicles or for the same vehicles but for a different schedule. To create a new plan, click on Route design.
- You can go back to this plan and edit it. After any edition you have to assign again so that your conductors can see the changes. To keep editing the plan, click on Keep editing the current plan.
If you try to create a plan containing vehicles that already have assigned routes, you will receive an error in the final step, indicating you what is the vehicle that is already used. To correct it, you have to go back to the Step 1 of the vehicles and unselect this vehicle or change his schedule. You can also go to the Plan edition menu and eliminate or change this plan so as to prevent time confusions.