Start a Routing Plan Manually

Routing is typically run automatically at specific times as determined by your business goals. Sometimes, however, you may need to run routing manually. For example, you might want to run routing manually during the testing phase or if the bucket unexpectedly fills up mid-shift.

You can run any routing plan manually except the immediate ones. You can also have a plan that typically runs automatically or that is scheduled to recur. Manually starting the routing plan once a day or recurrently will cause the next scheduled run to be skipped. The scheduled runs after the skipped one will automatically run according to the schedule.

To run a routing plan manually:

1. In the Resource Tree, click the bucket for which you want to run routing.
2. Click Dispatch.
3. Click Routing from the drop-down menu.
   The Routing screen is displayed.
4. Optionally, click Routing Plans to open the Routing Plans block.
5. Locate the row for the routing plan to start.
6. Click Actions and select Start manually
7. Click OK.
   The activities are routed to appropriate individuals and the routing statistics are updated. The Rollback button is displayed.