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. Note: If the suggested Run Schedule Time Limit exceeds 60 minutes, a warning is displayed: "We suggest decreasing the amount of activities the plan should work with by splitting the plan into several sequential ones."

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 assignment rules to prioritize certain activity types or resources when needed.
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:

Note:

Routing assigns inventory-dependent activities only to mobile workers who have the required inventory based on the Number of days prior to activity date that inventory is required setting. For migrated plans that previously had inventory-based routing disabled, this value is set to 0 days; for newly created plans, it is 99 days.
Routing automatically adds warehouse visits when both the following conditions are met. When automatic warehouse visits are possible, all mobile workers are considered compatible regardless of current on-hand inventory. If not possible, only mobile workers already holding the required inventory are considered compatible. Inventory of non‑Warehouse role resources is not considered for warehouse visits:
- At least one active Warehouse activity type exists (if multiple, the most recently added active type is used).
- At least one resource with the Warehouse role matches the routing plan filters and has the required inventory.

Setting	Value	Explanation
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	The Filters section uses assignment rules to evaluate activities in the bucket and in existing routes. ClickAdd assignment rule to add activities which can be optimized. Under Activities, define the activity conditions for the assignment rule. Under Destination for unassigned activities, select the status to apply to activities that aren’t assigned to routes and are returned to the bucket. The Filters section uses assignment rules to evaluate activities in the bucket and in existing routes, apply your defined priorities to candidate resources, and assign or reassign activities accordingly. For activities that remain unassigned, use Destination for unassigned activities to specify the status applied when they are 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

The Filters section uses assignment rules to evaluate activities in the bucket and in existing routes.

ClickAdd assignment rule to add activities which can be optimized.

Under Activities, define the activity conditions for the assignment rule. Under Destination for unassigned activities, select the status to apply to activities that aren’t assigned to routes and are returned to the bucket.

The Filters section uses assignment rules to evaluate activities in the bucket and in existing routes, apply your defined priorities to candidate resources, and assign or reassign activities accordingly. For activities that remain unassigned, use Destination for unassigned activities to specify the status applied when they are 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