Bundling Non-urgent Activities

When non-urgent activities are to be assigned immediately, the routing checks existing routes for matching bundling keys. If matching routes are found, the routing evaluates all assignment constraints and assigns the non-urgent activity only if all constraints are satisfied. The activity is assigned to the route that has the largest number of activities with the same bundling key or if equal, the earliest-dated route. If no matching route is found, the non-urgent activity is assigned to the first acceptable route without bundling. The bundling date range is defined as part of the Routing plan settings.

Assignment and bundling settings:

Bundle the Activities Starting Today within a Given Time Interval, Days defines the duration (1–99 days) during which the application assigns scheduled activities and creates bundles with already assigned ones. Assignment and bundling begin the same day when Immediate Routing starts and continue for the specified number of days.

For example, if set to 10 days, the application searches for activities matching the visit bundling keys starting today and continue for 10 days. Non-urgent activities are assigned to form bundles with the activities found within this period. If no bundles can be formed, non-urgent activities are assigned to routes within the same period.

Note:

• This behavior applies to Immediate Routing plans that use the Automatic Assignment and Fallback method.
• If your plan still shows legacy parameters, update the plan to the new configuration to adopt same-day bundling and the new parameter label.