Multi-day Routing
Some business environments deal with several days of workload. They must be able to understand how many days are required to process the backlog. In addition, the businesses must estimate when each of the activities could be processed, recognize gaps in skills and zones assignments, and manage logistics, such as parts and tools requests. To perform all these tasks, the businesses must be able to route all or majority of the booked activities. This is where the multi-day routing feature helps. As the name suggests, a multi-day routing plan runs for several days. You can create multi-day routing plans that can be started manually, that can be run once a day, or run recurrently. Further, you can roll back a multi-day routing plan as a single activity. The existing plans can be migrated; however, they will be migrated as single-day routing plans and you must change them to multi-day manually. In addition, changing a routing plan from single day to multi-day will not automatically reschedule activities from one day to another. You must select the Allow rescheduling of activities from one day to another within the routing plan period setting for each activity filter individually.
All the jobs are assigned and constantly reoptimized.
Important activities are pulled from future to previous days.
The number of routing plans you must create is reduced.
You can roll back a multi-day routing plan as a single action.
You can see a summarized report of routing results including multi-day routing.
Multi-day Routing, Reoptimization and Rescheduling
By default, multi-day routing does not allow reoptimization or rescheduling of activities between days. So, the results of running a multi-day routing run without rescheduling is the same as running single-day runs for the same number of days. However, you can reschedule each activity using a filter in the Filters section. This filter lets only the activities that fit to multi-day rescheduling moved from one day to another during the routing run. However, this restriction doesn't apply to the sequence of routing runs.
If you allow multi-day rescheduling for a particular filter then routing ignores the scheduled date during rescheduling process for given activities. However, all other constraints like SLA and Access Hours will be included.
Routing Screen Widgets and Routing Run Summary Report
Routing screen widgets display the multi-day routing results. The result of a single multi-day routing run is the same as the result of a series of single-day routing runs, if both runs provide the same resulting routes. The Routing Run Summary includes the duration for which the routing plan has run. It also displays one entry per run regardless of the number of days in the routing run application period. The date in the entry is the date the plan starts.
| Calculated against total values of the whole run | Calculated against total values of current run, where provider number is (provider * days) | Calculated as a total of daily values |
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Resource Filters
In case of multi-day plans, resource filters are calculated for the period covered by the multi-day plan once and for all. If a resource must be excluded due to plan conditions for at least one day then it is excluded for all the days.Routing Plans
When you create a routing plan, you fill the Apply to activities within __ day interval field. Use this field to create a multi-day routing plan. The number of routing plans in the list of routing plans includes multi-day routing plans as well.
Roll Back
A multi-day routing is rolled back as a single action and rolls back the whole run result. If you click Stop while the plan is running, all the activities routed during this routing run are returned to their initial states. You can roll back routing run results until the last date of the run application period. For example, if you ran a multi-day routing run yesterday for three days, you can roll it back today. In this case, partial rollback is applied, that is, all the Not Started activities are rolled back.