This article covers different aspects of Weekly planning and they are as follows:
Weekly planning overview
The Weekly planning feature gives you an overview of multiple days worth of data including tasks, drivers and routes.
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. A custom time period can also be set and up to 30 days can be selected. To do this, click on the date and drag the cursor to the end date and click on it.
You can easily switch between the Weekly and the Daily planning mode by clicking on the Daily button (or Weekly, depending on which mode you’re using) next to the date picker.
Similarly to the Daily planning screen, Tasks are located on the left hand side of the screen.
Bottom panel
The table containing a list of all the Drivers and the days corresponding to the selected date range is located in the bottom panel. Routes are located in the cross section of the table Hovering the pointer over any of the routes will display additional information for the route such as Driver schedule utilization, Vehicle capacity utilization, Number of tasks, Route length, Vehicle capabilities, Driver schedule.
It will show normal daily routes for each of the optimized Drivers for each of the days in the date range. If you click on a particular route, on the right hand side you will see the route task order. It’s similar to the one on the daily planner, the only difference is that it does not list drivers, since they are already listed on the bottom panel.
Bottom panel controls
These controls are as follows:
Search bar - this allows you to search for all your Drivers
Show selected Drivers – when selecting multiple drivers that you want to work with, if this is enabled, it will only list the selected ones. Next to this are two buttons - Show Drivers with assigned routes and Show Drivers without routes,
Lock /unlock/ clear routes - locking routes for selected days and Drivers will make the routes appear grayed out. They can be unlocked or cleared – which means that you would be unassigning Tasks from Drivers.
Driver quick select button - the green button located under the search bar and it allows you to select all the drivers that you want to optimize for.
Day and route quick selection button - the yellow button under the search bar. It allows you to select all the days in the panel with one click.
Drivers can be disabled for particular days which would add an exception to their schedule and it clears out their schedule for the selected days. Previously disabled Drivers can be enabled again by selecting the days for which they are disabled and clicking on the check mark icon to include them in optimizations.
Right clicking on the Driver will prompt a context menu which contains Driver details, Assignment Options and vehicle change.
It should be noted that disabling a driver while they have an assigned route will not automatically clear out their tasks, this needs to be performed manually regardless of this action.
Assignment options
Right clicking the Driver will prompt an option menu where you can find Assignment options. Upon selecting Assignment options from the context menu there will be a few options to choose from:
Assign a set of skills to Drivers from the predetermined selection
Assign a Driver to different Depots
Assign a Driver to different Zones
Click Save once you've made any assignment changes to apply them.
These actions cannot be performed in bulk, only for one Driver at a time.
Export Weekly Routes or Tasks
You can export Routes and Tasks from those routes by clicking the Export button.
