Optimization in eLogii is the process of assigning Tasks to Drivers while respecting all constraints, producing an optimized Route as the final output. When an optimization runs, eLogii applies the defined constraints and optimization settings to assign Tasks for the best overall outcome. In most scenarios, the goal of optimization is to complete as many Tasks as efficiently as possible, using the fewest Drivers. Optimization can be run on either of eLogii's two engines.. The optimization goals and approaches can be modified when using the Advanced optimization engine.

A Route is a set of Tasks assigned to a single Driver and can be updated through manual changes or by running re-optimization.

For an optimization to be run, the following conditions must be met

If these conditions are met, an optimization can run, and Routes can be created. Depending on the number of Tasks needing to be optimized, constraints, and the optimization engine you're running, optimization time may vary.

eLogii offers different planning and optimization types to accommodate different operational requirements. These are the most used ones, with the broadest application:

To run a single-day optimization, click the blue optimize button located in the lower left corner of your map and wait for the optimization to complete

Multiday Routes are different from single-day routes because they allow optimization across several days. They are meant for Tasks that take several days to complete, and to make them work, Drivers need to have Multiday Route schedules set.

Running a multiday optimization can be done in the Planning Screen by clicking the arrow next to the Optimization button and selecting the option to Show number of days ahead to optimize. When you run the optimization for multiple days, in case you have both Multiday and single-day Tasks, Routes will be created for all of them. Drivers with Multiday Route schedules will be assigned Multiday Route Tasks, while Drivers with regular daily schedules will be assigned single-day Tasks.

Range planning allows users to plan routes for days ahead simultaneously. It is especially useful when planning for Tasks with a date range.

The range planning option can be accessed by clicking the Range Planning view located right next to your normal Planning view.

It’s possible to select a date range and navigate left and right through the date picker either by selecting the weeks manually or by choosing any of the preset options available in the picker.

To run an optimization within the Range planning view, simply click the blue Optimize button, and all the Tasks that fall within the selected date range will be optimized.

Optimize for selected, or Selective optimization, allows users to select which Tasks and which Drivers they wish to use for optimization. Only the selected entities will be considered when optimizing.

Once the desired Tasks and Drivers are selected, simply click the blue Optimize button and wait for the optimization to complete.

Team-based optimization allows users to divide their operations into Teams and plan for them.

Once the desired teams are selected, only Drivers and Tasks associated with the selected team will be visible, and users can run the optimization. Only the Teams and Tasks meant for those teams will be optimized.

These optimization types have specific use cases and are less commonly used.
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Manual optimization, or manual Task assignment, is the process of manually adjusting the route by selecting the desired Tasks and assigning them to the exact Driver you want to perform those Tasks. Tasks can be manually assigned to a Driver who does not have a route, as well as to a Driver who already has a route. Assigning Tasks to a Driver who already has a route can cause auto-optimization, and the route may be reoptimized, but this can be disabled.

To manually assign Tasks to Drivers, simply select the desired Tasks and drag and drop them onto the Driver you wish to assign those Tasks to.

Manual route optimization can cause routes to become unconstrained.

Custom optimization is available through the planning screen, allowing users to fine-tune the optimization results by using the Advanced engine optimization balancing modes.

To access Custom optimization, click on the blue arrow next to the Optimize/Reoptimize button and click Custom optimization. Once new parameters are set, to run the optimization, click Optimize.

Cluster optimization lets you create and optimize Routes around groups of nearby Tasks. In eLogii, a cluster is simply a group of Tasks within the same general area, and you can expand or split clusters to suit your needs. To access Custom optimization, click on the blue arrow next to the Optimize/Reoptimize button and click Cluster optimization

Once you've created your clusters, click on Optimize and wait for the optimization to complete.

Reoptimization is an action that can be performed only if an optimization has already taken place.

When reoptimizing, eLogii will re-evaluate the results and potentially come up with different routes. Reoptimization means that Tasks may change their order in the route, their assignment status, as well as the original Driver.
It can be triggered by users when clicking the Reoptimize button, by reoptimizing specific routes or Tasks, or by manual actions.

Route reoptimization can be prevented by locking routes you wish to remain unaffected by optimization.