Lock Selected Activities in Bulk Routing
You can prevent preassigned activities from being unscheduled or rescheduled during optimization by a bulk routing run. This eliminates unnecessary changes in the activity assignment and retains the existing activities in the route.
Old translation | New translation |
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Filter parameters | Preassigned activities handling rules |
Activities | Preassigned activities filter |
Destination | Possible routing actions |
Destination of unassigned activities | Possible routing actions |
Non-scheduled activities in the routing bucket | Unschedule and move to the routing bucket |
Activities in the routing bucket | Move to the routing bucket |
Preassigned non-scheduled activities | Unschedule and leave in the same route |
Resources' routes | Reassign to another route |
Prevent optimization * | Do not move to the routing bucket and do not reassign |
To reorder activities, drag and drop the grid rows | To reorder rules, drag and drop the grid rows |
To prevent rescheduling selected activities to another resource or day or to prevent unscheduling of selected activities to bucket by means of bulk routing, follow these steps:
- Make sure you've a filter describing such activities.
- Select the Do not move to the routing bucket and do not reassign option for the Possible routing actions of the given Optimization strategy filter.
- Corresponding activities may not be assigned to another resource due to routing optimization. Routing engine doesn't change the planned start time of such activities. However, Routing may insert other activities before if there's enough time for them.
- You may use this functionality effectively to lock the activities or to imitate the En route status for activities not eligible for fully pledged En route status usage.
For example, you may like to create a special property Locked (Yes/No) for an activity, and have two action buttons - Lock and Unlock, setting the property values correspondingly. If you've filter Locked activities, filtering those activities having Locked set to Yes, you may add this filter to the Optimization strategy filters for a routing plan allowing activities to be moved between routes and/or being reordered within the same route.
Mobile Workers may lock the activity by clicking Lock when it was aligned with the customer that this particular resource at this particular time will do the activity.
Then, activities having Locked = Yes before routing will retain their ETA and resource assignment unchanged. Moreover, if an activity has had Locked = No when routing started, but changed the Locked value to Yes after routing started, but before routing results were applied, such an activity will not be changed by the routing results and thus retain the same ETA and assignment it had.
However, a manual intervention to routes during the time of routing run may lead to suboptimal routing results, so ensure that you've regular recurrent routing runs to constantly re-optimize the routes.
You can prevent activities from being reassigned or their ETA changed. Follow these steps:
- Navigate to the Optimization strategy filter.
- In the Preassigned activities handling rules dialog box, click the Do not move to the routing bucket and do not reassign for the Possible routing actions check box of the selected Optimization strategy filter.