Working with routes

Your work assignments, such as asset inspections, CDR inspections, service requests, and work orders, can be routed so they are displayed on the map in the order in which they are to be completed.

To use the routing functionality your agency must first set up one or more Routing tasks in the Batch Manager. The Routing task creates the routes that are displayed on the map. See the Infor Public Sector Batch Processing Administration Guide for more information.

To show your route in the Map Browser, click Tools and select Routing. Your route is displayed both on the map and in the left panel.

You can use the Filter list to show only your own route, routes for employees who report to you, or routes for employees in your department. Depending on the option that you select, one or more employees' names are displayed in the left panel. Click an employee's name to show a numbered list of the assignments in that employee's route. The assignments correspond to the stops shown on the map, and are color-coded by employee.

To change the order of an assignment, click and hold on the order number and then drag the assignment to its new position in the list. The order numbers of all assignments are updated based on their new positions.

To reassign a stop in a route, click and hold on the order number, then drag the assignment to the name of the new employee. The assignment is then added to the selected employee's list.

Note: You must have both the Reassign Stops and the Reorder Stops permissions in Access Control to reassign stops.

To remove an assignment from the route, click the X to the right of the assignment number. This will both remove the stop from the route and remove the employee's name from the work record.

When you click an assignment number in the list, the map zooms to that stop in the route and shows a popup menu. The menu includes these options:

  • Show Route: Zooms out to show the whole route on the map.
  • Optimize Route: Uses the ESRI optimizer to reorder the stops in the route so they can be completed most efficiently.
  • Calendar: Shows the employee's assignments in the Schedule Calendar.
  • Edit Route: Enables editing of the route on the map. For example, you can click and drag a stop to remove it from the route.
  • Reload Route: Reloads the route based on the most recent information.
  • Activity Info: Opens the assignment in its InfoViewer.

You can also use the Optimize All button in the left panel to optimize all routes, or use the Reload All button to reload all routes.