Documentation Mapotempo


1.7. Plans and routes

1.7.1. List of plans

The whole set of plans is visible from Plans > List. The following page opens Fig. 1.170:

../_images/plans_listL.png

Fig. 1.170 List of plans

The actions available on this page are:
  1. creating a new plan by clicking the new_plan button

  2. copying a plan by clicking the duplicate_button button

  3. changing a plan by clicking on the edit_button button

  4. deletion of a plan by clicking the destroy_button button

When a plan checkbox is checked, the buttons below the list become active. Possible actions for one or more plan(s) are:

  1. multiple deletion by checking the box(es) next to the relevant plan(s) and clicking on the destroy_selection_button button

  2. export: plan(s) can be exported in iCal format for calendars or csv/xls for spreadsheets

  3. viewing the Vehicle’s routes view by selecting a vehicle from the drop-down menu (7) and clicking on the “Show all routes for this vehicle” button

  4. viewing the Vehicle’s deliverables by selecting a vehicle from the drop-down menu (7) and clicking on the “Show all deliverables units for this vehicle” button

Fig. 1.171

../_images/export_selection_plan.png

Fig. 1.171 Plan export button

Note

The number of plans is limited to 20 by default. If necessary, contact Support to increase the number of plans available. Having too many plans can slow down the system.

1.7.2. Plan view

A plan allows you to organize your routes, assigning each vehicle n visits along ordered and planned routes. The plans page allows you to:

  • view your destinations, zoning and routes,

  • manage and modify your routes intuitively, mainly by moving your destinations between the routes

  • optimize your journey, using our calculator,

  • easily export your plans to your connected mobiles or GPS devices.

Fig. 1.172

../_images/plan_overview_600.png

Fig. 1.172 Route plans.

On the left, the interactive map allows you to view your zoning, your stops and your routes.

Vous pouvez sur les boutons à gauche de la carte : - zoomer ou dézoomer la carte - rechercher une adresse - compacter ou non vos points - générer un isochrone - générer un isodistance

1.7.2.1. The plan dashboard

1.7.2.1.1. The plan dashboard header

À droite, le tableau de bord du plan se partage en plusieurs parties :

  1. The characteristics of the plan (name, configuration of the vehicles, assigned zoning). Fig. 1.173

../_images/plan_features.png

Fig. 1.173 the characteristics of the plan.

  1. The summary of the planned routes in time, distance and carbon emissions. Fig. 1.174

../_images/plan_datas.png

Fig. 1.174 Summary of the planned routes.

  1. The route(s) selector enables you to display only the information you want.

  2. Unplanned stops, meaning stops not assigned to a vehicle, if they are selected in the selector.

  3. The routes for each vehicle with its stopping points, when they are selected in the selector.

The use of these elements is detailed in the following sections.

1.7.2.1.2. Routes selector

By default, all unplanned points and all routes are displayed. To select the desired data, simply left-click on the route(s) in the box to the left of the route name. Fig. 1.175

../_images/tour_selector.png

Fig. 1.175 Routes selector.

It can be used to select a section of routes to display only the ones you want.

This comprises:

  1. a checkbox (checked by default, meaning that all routes are selected)

  2. a clickable arrow used to open the drop-down menu

  3. a global optimization button for the selected routes

  4. a zoning application button. To activate it, one or more zones must be selected in the Zonings field

  5. a route export button, with drop-down options for route exports

Note

Routes equipped with an NFC reader (e.g. SOPAC Sopalog) display a box for temperatures read.

The actions apply to the selected route(s).

When you click on the downward arrow, the menu drops down. Fig. 1.176

../_images/tour_selector_unfolded.png

Fig. 1.176 Route selector open.

The menu allows you:

  1. to select all routes/vehicles by clicking on All

  2. to deselect all routes/vehicles by clicking on None / or to select no routes by clicking on None

  3. to swap the selection, meaning that unselected routes are selected, and selected routes are deselected

  4. to return to the previous selection

  5. to search for the route/vehicle to select by filtering the list of route names

  6. to select the route(s)/vehicle(s) using the checkbox to the left of the name

Only the selected routes are visible. Actions taken will be launched only for the selected routes.

To the top right of the plan dashboard, the four-headed arrow button button_spread_out opens Expanded view.

1.7.2.1.3. Route header

The header of each route displays information and action buttons Fig. 1.177

../_images/route_header.png

Fig. 1.177 Routes header.

Here are the details of the actions possible on each route:

  • Text field where the route reference can be entered

  • button_optimization-2 Use this button to optimize the route

  • calendar_icon Button used to set the date of the route / |calendar_check_icon| This icon shows the date has been set. Change the date by clicking on it. The route date must be later than the plan date.

  • display Use this button to hide/display the route

  • button_lock Use this button to lock/unlock the route

  • export_button Drop-down menu so you can export the route

  • button_pencil Drop-down menu so you can select a color for the route

  • Here are the details of the actions possible on each route: - Text field to show the route reference - button_optimization-2 Route optimization button - display Button to show/hide the route - button_lock Button to lock/unlock the route - export_button Drop-down route export menu - button_pencil Drop-down route color selection menu - choose_vehicle_route Drop-down route vehicle selection menu - vehicle_edit_on_route Route’s allocated vehicle page button - centermapon_vehicle_route Center map on route’s allocated vehicle button - Vehicle capabilities information - Route summary information - Route error messages - move_stops_route Multiple stop movement button

  • vehicle_edit_on_route Use this button to open the page for the vehicle assigned to the route

  • centermapon_vehicle_route This button centers the map on the route vehicle

  • Shows vehicle skills

  • Summary route information

  • Route error messages

  • move_stops_route Use this button to move multiple stops

1.7.2.2. Vehicle display

Vehicles can be viewed on the map due to their GPS or geolocation. This function can be activated upon request to support. Fig. 1.178

../_images/vehicle_popover.png

Fig. 1.178 Viewing the vehicle window.

When you move the mouse over a vehicle, a popover opens with information about the vehicle: name, speed, temperature readings (if set up), ETA (if set up, etc.)

Note

With the mobile application, Mapotempo Live, the vehicle’s track can be seen on the current route plan.

1.7.2.3. The stop contextual window

When you hover over or click on a stop on the plan, a contextual window opens. Fig. 1.179

Several actions are available:
  • Assign this point to another vehicle Fig. 1.180

  • Check/Uncheck the stop to plan or unplan it.

  • Go to the destination page for the stop edit.

  • Generate an isochrone or isodistance zoning from the point magic_icon. The drop-down menu offers to draw an isodistance zoning (zoning around a point where the distance is constant) or isochrone zoning (zoning around a point where the journey time is constant).

A line separates off the next section. The position in the route order, destination name and precise address are shown in that section.

A final section, separated by a line, presents delivery information: quantity, scheduled time, ETA, visit duration etc.

1.7.3. Expanded view

When you click the four-headed arrow button button_spread_out on the routes dashboard, the drop-down view opens, showing the state of construction of the route. Fig. 1.181

../_images/expanded_view_newL.png

Fig. 1.181 Expanded view action buttons and global information

At the top, the global action buttons (for all routs) (1):
  • global optimization,

  • points viewing,

  • lock/unlock the routes,

  • routes export.

Next, information on all routes (number of stops, number of vehicles, route times etc.) (2)

In columns, from left to right, the list of unplanned stops, vehicles and stops assigned.

After optimization, stops are assigned to the vehicles. Fig. 1.182

../_images/expanded_view_optimized.png

Fig. 1.182 Expanded view of an optimized plan.

1.7.4. Vehicle’s routes view

Fig. 1.183

../_images/plans_list_1vehicle_routes.png

Fig. 1.183 List of route plans for a vehicle

To view all routes for a single vehicle, select the plans where the vehicle is used by checking the plan box (1) in the list of plans.

In the drop-down menu (2), select the vehicle you wish to view.

Click on the “Show all routes for this vehicle” button. Fig. 1.184

../_images/1vehicle_routes.png

Fig. 1.184 Routes plan of a vehicle

The routes view is broken down into a map on the left and a dashboard on the right.

Note

To distinguish between the different routes, select a different color by clicking on the brush button to the left of the route name.

1.7.5. Vehcle’s deliverables

Fig. 1.185

../_images/plans_list_charge_vehicle.png

Fig. 1.185 List of plans for the load state of a vehicle

To view the load status for a vehicle, select the plans where the vehicle is used by checking the plan box (1) in the list of plans.

Dans le menu déroulant, sélectionner le véhicule à visualiser.

Click on the “Show all deliverables units for this vehicle” button. Fig. 1.186

../_images/charge_plans.png

Fig. 1.186 Table showing the Vehicle’s deliverables

A table is displayed showing load data by route and a “Total” column. Deliverable units are listed row by row.

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