Dynamic Routing Profile
The routing plan in the Dynamic Routing (2 Activity/120 min) routes activities frequently. This routing plan is useful when activities are booked shortly before the activity time or when you do not know in advance which resources will be available to accept the activities. Routing results are not as optimal as using bulk routing, but activities are routed closer to their actual activity time.
The following table describes the values you must set
in the Add routing profile screen to create
a dynamic routing profile:
The following table describes the values you must set in the Run schedule screen to create a dynamic routing profile:
| Setting | Value | Explanation |
|---|---|---|
| Routing Plan Name | 2hr in advance - Dynamic Routing | N/A |
| Routing Profile | Dynamic Routing (2 Activity / 120 min) | N/A |
| Active | Check box is selected | The routing plan must be active before the application can use it to run routing. |
| Setting | Value |
|---|---|
| Run routing | Recurrent |
| Apply to activities within | 1 day interval ( Range of 1 and 99 days) |
| starting | Today |
| Start time | 6:00 |
| End time | 20:00 |
| Interval between runs | 30 minutes |
| Activity days | Mon, Tue, Wed, Thu, Fri |
| Time limit | 5 minutes |
Three minutes is usually sufficient. In some cases,
running the plan longer might produce a result that better matches
your objectives. When activities are added to the system throughout
the day and require a quick turn around, you must run routing plans
frequently. Choose the recurrent option and run the plan to Today’s
activities. Set the interval between runs to a short interval, typically
30-60 minutes is optimal. The following table describes the values
you must set in the Assignment parameters section
to create a dynamic routing profile:
The following table describes the values you must set in the Filter parameters screen to create a dynamic routing
profile:
The following table describes the values you must set in the Resource overtime screen to create a dynamic routing
profile:
| Setting | Value | Explanation |
|---|---|---|
| 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 displays only when Center point home zone support is checked. The default value is 4. |
| 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 might be less efficient. |
| 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 complete activities when they want to. |
| Center point home zone support and Home zone radius | An optional setting that enables you to specify a radius that spans a mobile worker’s starting location. During the routing process penalties are assessed for assigning activities beyond this radius. The further away the activity is, the higher the penalty. | |
| Limit work by points | Check box is cleared | This option is only necessary 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 a resource’s shift. You must send the point value for each activity through the API. This option displays only when Center point home zone support is checked. |
| Setting | Value | Explanation |
|---|---|---|
| Load Resources for | 120 minutes 2 activities |
Dynamic routing enables you to control the number of activities that should be placed on the resources’ schedules, or the amount of time that should be filled on the resources’ schedules. 120 minutes means that the routing plan fills the resource’s next 120 minutes with activities and 2 activities means that the routing plan assigns, at most, two activities to the resource. |
| Stop loading when any limit is exceeded | Check box is cleared | When checked, this option instructs the routing plan to stop adding activities to the resource’s schedule when either the activity limit or the time limit is reached. |
| Stop loading when both limits are exceeded | Check box is selected | When checked, this option instructs the routing plan to stop adding activities to the resource’s schedule when both the activity limit and the time limit is reached. |
| Assign activities even if the assignment causes overtime | Check box is selected | When you select Assign activities even if the assignment cause overtime, routes are optimized for travel time and work, but resources might need to work past their scheduled working hours. |
| Do not assign "overtime" activities and leave them in the bucket | Check box is cleared | When checked, this option instructs the routing plan to stop adding activities to the resource’s schedule when both the activity limit and the time limit are reached. |
| Setting | Value |
|---|---|
| Do not assign activities with more than __ min. overtime | Check box is cleared |
| Do not assign activities that are unlikely to be finished in __ min. before end of resource's day | Check box is cleared |
Note: When you select Assign activities even if the assignment
cause overtime, routes are optimized for travel time and work,
but resources might need to work past their scheduled working hours.
The typical selection for this setting is Minimize summary travel
even if some specific activities have long travel. 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.