Bundling Non-urgent Activities

When non-urgent activities are to be assigned immediately, the system checks if any activities in the already existing routes have the same bundling keys. Upon finding such routes, the system checks other assignment constraints and assigns a non-urgent activity only if all assignment constraints are satisfied. A non-urgent activity will be assigned to the route containing the largest number of activities with the same bundling key or to the route with the earliest date. If no such route has been found, the non-urgent activity is assigned to the first acceptable route with no bundling. The bundling date range is defined as part of the Routing plan settings.

The following assignment and bundling settings can be made:

Assignment and Bundling within [ ] day interval starting [ ] – the start and duration of the period within which the application has to assign scheduled activities and create bundles with the already assigned ones. The bundling interval can be set in the range between 1 and 99 days. Assignment and bundling of activities will start on the selected day and continue for the defined duration of the interval. For example, if the following settings have been made: Assignment and Bundling within 10 day interval starting Today +2, the application searches for activities matching the visit bundling keys two days from today and continue for 10 days. Non-urgent activities will be assigned to form bundles with the found activities within the same period. If no bundles can be formed, non-urgent activities will be assigned to routes within the same period