Immediate Routing Plan Run

Immediate Routing Plan is triggered by the creation of an urgent activity or an activity matching the filter in the bucket. If activity is not routed immediately after it is placed in the bucket (due to lack of resources or not matching the filter), Immediate Routing Plan may be re-triggered periodically and also by any activity property change. Immediate Routing plans can never be started manually and, therefore, have no Run link in the list of Routing plans for a bucket.

The results of an immediate Routing run include the following data:

• If the plan was set to assign Urgent Activities:

  • Assigned activities – the number of successfully assigned urgent activities

  • Bundled activities – the number of other activities joint with the urgent ones

• If the plan was set to assign non-urgent activities matching the selected filter:

  • Assigned activities – the number of activities assigned without creating bundles

  • Assigned with bundling activities – the number of activities matching the selected filter assigned in bundles

  • Bundled activities – the number of activities from the bucket or non-scheduled pool joined with the filtered activities to create bundles