Bulk Routing (High Uniformity) Routing Profile

The routing plan in the Bulk Routing (High Uniformity) routing profile distributes activities evenly across the entire workforce while still minimizing travel and work costs where possible.

The following table describes the values you must set in the Routing plan section:

Setting	Value	Explanation
Routing Plan Name	Uniform – Bulk Routing	N/A
Routing Profile	Bulk Routing (High Uniformity)	N/A
Active	Checked	The routing plan must be active before the application can use it to run routing.
Time Limit	3 minutes	The amount of time that the plan runs. Three minutes is usually sufficient. In some cases, running the plan longer might produce a result that better matches your objectives.

The following table describes the values you must set in the Routing schedule section:

Setting	Value	Explanation
Run routing	N/A	N/A You can use any run schedule with this goal. Most companies that use bulk routing run the plan once a day in the evening or early morning.

The following table describes the values you must set in the Filters section:

Setting	Value	Explanation
Resources link	Activities	*Bulk Routing does not use filters. You can add filters to prioritize certain types of activities or certain resources over others.
Scheduled	Assignment Cost	Normal

The following table describes the values you must set in the Filter parameters section:

Setting	Value
Assigning Activities which are about to be late	Do not assign "overdue" activities and leave them in the bucket
Cost of not assigning an activity	Normal - default setting
Late arrival penalty	Normal - late arrival may result in rescheduling if the customer is no longer at home

The following table describes the values you must set in the Assignment parameters section:

Setting	Value	Explanation
Enable routing by inventory	Check box is cleared	Routing takes into account required inventories for all activities that are sent to routing. Activities which have no inventory requirements are not affected by this setting. They will be routed in the same way as before. Activities which have inventory requirements can only be assigned to resources which meet all inventory requirements. Activities will be left unassigned if there are no resources which meet their inventory requirements.
Enable Inventory Pickup	Check box is selected	Bulk routing may auto-create an inventory pickup activities to obtain required inventory pieces from the nearest warehouse and handle the changes during intra-day routing re-optimization runs. This increases the autorouted percentage value and improves routing quality as the same mobile worker completes more activities.
Dynamic Routing	Check box is cleared	Dynamic routing enables you to control the number of activities or the amount of time that should be filled on the resources’ schedules. Routing plans that use dynamic routing are typically run recurrently throughout the day.
Limit work by points	Check box is cleared	This option is necessary only if you use points to estimate activities. This option limits the number of activities assigned to a resource based on the maximum points allowed within the shift. The point value for each activity must be sent through the API.
Try to schedule activities to service window start	Check box is selected	This option schedules activities as close to the start of service windows as possible. As a result, the activities are divided evenly across all of the resources in the bucket. Activities are typically more evenly distributed, but routes may be less efficient.
Center point home zone support and Home zone radius	4	An optional setting that permits you to specify a radius spans a mobile worker’s starting location. Penalties are assessed for assigning activities outside the circle of the defined radius. The further away the activity is, the higher the penalty.
Home zone radius overstep weight	4	This option defines the penalty to be applied if the resource leaves the home area to complete the activity. This option is displayed when Center point home zone support is selected.
Automatic Ordering	Check box is selected	This option places activities without service windows on the route in the most efficient order. Checking this option makes routes more efficient, but reduces the resources’ freedom to exercise judgement in completing activities.

The following table describes the values you must set in the Optimization Strategy section:

Setting	Explanation
Optimization Goal	Select the goal from the drop-down list: Reduce overdue, optimize routes, or assign high priority activities.
Filters	Filters compare routing results with the activities in the bucket and reassign activities based on the priorities set in the new filters. ClickAdd filters to add activities which can be optimized. Under Activities, select the filter that you want to run against the activities in the bucket. Under Destination for unassigned activities, select the status that you want to assign to activities that are not assigned to routes and are, instead, returned to the bucket.

Setting

Explanation

Optimization Goal

Select the goal from the drop-down list: Reduce overdue, optimize routes, or assign high priority activities.

Filters

Filters compare routing results with the activities in the bucket and reassign activities based on the priorities set in the new filters.

ClickAdd filters to add activities which can be optimized.

Under Activities, select the filter that you want to run against the activities in the bucket. Under Destination for unassigned activities, select the status that you want to assign to activities that are not assigned to routes and are, instead, returned to the bucket.

This table describes the values you must set in the Resource overtime section:

Setting	Value
Assign activities even if the assignment causes overtime	Check box is cleared
Do not assign "overtime" activities and leave them in the bucket Note: When you select this option, resources do not receive activities that will extend their workday past their scheduled working hours.	Check box is selected
Do not assign activities unlikely to be finished with less than Allowed activity overtime	Check box is cleared
Do not assign activities unlikely to be finished earlier than Allowed completion threshold before end of resource day	Check box is cleared

This table describes the values you must set in the Travel time section:

Setting	Value
Minimize summary travel even if some activities require long travel times. Note: This option produces routes with optimized travel times for the entire organization, but not necessarily for each individual resource. As a result, a few activities might require long travel times, but the amount of travel for the whole group is optimized.	Check box is selected