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Table of Contents Territory Planner Quick Reference Guide.................................................. 1 Importing Location Extensions .................................................................. 3 Creating the Territories............................................................................... 6 Evaluating the Territories ........................................................................... 8 List Windows ...................................................................................... 8 Map...................................................................................................... 8 Territory Scoreboard ........................................................................... 9 Territory Analysis ............................................................................. 10 Viewing Overlap Between the Territories ........................................ 10 Viewing Account Type Information for the Territories.................... 11 Editing the Territories............................................................................... 12 Assigning Drivers, Equipment, and other Items to a Territory ................ 14 Creating Routes ........................................................................................ 16 Evaluating the Routes............................................................................... 17 List Windows .................................................................................... 17 Map.................................................................................................... 17 Route Summary................................................................................. 18 Editing Routes .......................................................................................... 20 Moving Stops from One Route to Another ....................................... 20 Removing Stops from the Route or Territory ................................... 21 Sequencing the Routes ...................................................................... 21 Using the Speed Editor...................................................................... 22 Saving the Territories and Routes ............................................................ 25 Finding Territories, Weeks, Routes, Stops, or Location Extensions ....... 26 Anchoring Location Extensions ............................................................... 28 Anchoring Location Extensions from the List Windows ................. 28 Anchoring All Location Extensions in a Planning Session .............. 30 Setting the Previous Days and Weeks............................................... 31 Printing Driver Directions ........................................................................ 33
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Table of Contents
Printing Maps ........................................................................................... 35 Uploading the Planning Routes ................................................................ 36 Printing Reports........................................................................................ 39 Previewing Reports .................................................................................. 41 Printing Report Groups............................................................................. 42 Index ......................................................................................................... 43
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Territory Planner has many features not described in this Quick Reference Guide; see the complete Roadnet Transportation Suite Operations Guide or help system for information on these features.
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Notes: The name of the current layout set is displayed in the status bar at the bottom of the Import module. If this is not the correct set, change it before importing. See Switching between Layout Sets in the Roadnet Transportation Suite Operations Guide for more information. To review or change the layout of the import file, click the [File Layout] arrow and select Edit from the menu that pops up. See Setting the Import File Layouts in the Roadnet Transportation Suite Operations Guide for more information.
Before you import location extensions, click the [Other Options] button and choose your default service pattern set and default active weeks. To preview a report summarizing the layout information, including the name and location of the file being imported and the starting position and length of each field, click the [File Layout] arrow and choose Preview from the menu that pops up. A Preview Report window opens, displaying the report. From this window you can print or export the report.
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If you were not granted permission to change import and export options in the Administration module, you will not be able to change the options selected when importing location extensions. Step 3: If you are importing locations check Import Location in the Locations area and choose the import locations options. See Importing Locations in the Roadnet Transportation Suite Operations Guide for more information on these options. Step 4: In the Location Extensions area, select the planning sessions you want to import the location extensions into. To select more than one session, hold down the [Ctrl] key while clicking on the sessions. Hint: If necessary, size the columns in the planning session list so that you can see all the information. The column widths are automatically saved, so the next time you open the window you will be able to see all the information. Step 5: If you only want to update existing location extensions in the sessions with new information, check Update Only. If there are new location extensions in the import file, they will be ignored. Step 6: Click the [Import] button. If you are importing locations, they will be imported into all sessions, and the location extensions will be imported into the selected sessions and the stops placed on routes as specified.
Note: After importing you can view the import log or any errors that may have occurred during the import. Click the [View Log] or [View Errors] button. Step 7: When all location extensions have been imported, click the Close box to close the Import Location Extensions window. Importer Import Maintenance Location Extensions [Import]
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To have the progress of the creation process graphically displayed, check the Show Progress Indicator box.
Step 4: To make territories using previously established parameters, click the [Start] button. Check Show Progress Indicator to have the progress of the territory creation process graphically displayed. During the territory creation process, you can stop the process by clicking the [Accept] button. To exit without making territories click the [Cancel] button.
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To set up the parameters that will be used, click on the [Options] button. The Make Territories Options notebook opens. See Make Territories Options Notebook in the Roadnet Transportation Suite Operations Guide for more information. Note: If you were not granted permission to change Make Territories Options in the Administration module, you will not be able to open the Make Territories Options notebook. Step 5: Once the territories have been created, use the features of the Planning Editor to evaluate and edit the territories.
Planning Editor Tools Make Territories ([Ctrl]+[K]) [Start]
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The Territory list window provides a lot of information about the territories. You can arrange the columns so you can easily see the information that is important to you.
Map You can use the map and its features to visually evaluate the territories. To display a territory on a map, right-click on the territory and select Plot from the menu that pops up. See Viewing Territories and Routes in the Planning Editor in the Roadnet Transportation Suite Operations Guide for more information.
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Territory Scoreboard The Territory Scoreboard, opened by selecting Territory Scoreboard from the File menu ([Ctrl]+[D]) or clicking the Territory Scoreboard icon on the General toolbar, provides an easy way to evaluate all the territories in the planning session. It displays totals, averages, minimum and maximum values, as well as variance information for all three size aliases, service time, and the number of locations and stops. The bottom of the window provides geometric and geographic information about the territories, including the total area, total overlap, and the extreme latitude and longitude for all the territories.
The Territory Scoreboard shows a score for all territories based on the primary and secondary criteria selected in the Make Territories Options notebook.
In addition, there is a score at the top that reflects the primary and secondary criteria settings in the Make Territories Options notebook. As you move locations between territories, this score will be updated to reflect the move, making it easy for you to see if the move improved or lowered the score. Planning Editor File Territory Scoreboard ([Ctrl]+[D]) Note: The Equipment [Options] and Score Weighting Factors [Adjust] buttons allow you to change the settings of the parameters used to calculate the score. The
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Equipment [Options] button enables you to switch on the option to make territories according to equipment type and allows you to adjust the primary criteria for scoring. When you create territories by equipment type, the primary criteria calculations are expressed in percentages that are determined by how much of the equipments capacity is used. The Score Weighting Factors [Adjust] button opens a window with the eight slider-bars showing the settings that were established in the Make Territories Options notebook. You can change the settings here if desired; the score will be updated to reflect the changes, which will also appear in the Make Territories Options notebook. To close these windows without changing any settings, press the [Esc] key. Territory Analysis The Territory Analysis window, opened by right-clicking on a territory and selecting Territory Analysis from the menu that pops up, provides statistical and geometric information about a single territory. You can view information about the territorys centroid and area, as well as the actual percent value of the total for each size, service time, number of locations, and stops. The bottom of the window lists the other territories, and the amount of overlap between each territory and the territory being analyzed. If you leave the Territory Analysis window open while editing the territory, it will automatically be updated with new information. In addition to viewing this information, you can perform some actions from this window. To balance the analyzed territory with another territory from this window, simply select the other territory(s) in the Overlapping Territories: list and click the [Balance] button. The territories will be balanced based on the last options saved in the Make Territories Options notebook. To print the Territory Analysis window, click the Print icon. Viewing Overlap Between the Territories Overlapping territories are often a sign of poorly constructed territories, which in turn will produce less efficient and cost-effective routes. The Territory Scoreboard tells you how much total overlap you have between all your territories, and the Territory Analysis tells you the amount of overlap between one territory and the others, but the Territory Overview lets you see the actual territories and overlap on the map.
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Step 1: Open a map with the pertinent territories displayed. Step 2: Click on the Map View icon and select Territory Overview or press [Alt]+[O]. The map changes to show the filled territories on a black background, making it easy to see any overlap between the territories. Viewing Account Type Information for the Territories To view account type information for the territory(s), right-click on the territory and choose Account Type Summary from the menu that pops up. The Account Type Summary window opens showing the actual number of each account type on the territory; to see the value as a percentage of the overall territory, click Values as Percentages. To view the account type information for all territories, click File, then scroll to Account Type Summary. The Account Type Summary window opens, displaying the account type information for all the territories.
You can use the Account Type Summary to determine how many of each account type exist on the selected territory.
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If there are some territories that are unbalanced, you can let the Planning Editor balance only those territories. When you balance territories, the saved options in the Make Territories Options notebook are used as guidelines. If you balance territories when the Use Equipment Type When Creating Territories option is turned on, the balance will be proportional based on the equipment types you have selected. In the Territories window, select the territories you want to balance. Right-click on a selected territory and choose Balance Territories from the menu that pops up ([Shift]+[B]), or click the Balance icon on the Territory toolbar.
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Step 3: Change the information as needed. To change the ID or Description, enter the new information in the appropriate field. To change the driver, travel
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model, or depot, click on the appropriate arrow, then click on an option to select it. To change the equipment, click on the Equipment tab. Drag the equipment to and from the Assigned window as necessary. Note: If you have several territories that you want to change the ID for, and the new IDs will all be sequential, use Assign Sequential Territory ID. Step 4: Click the Save icon or press [Ctrl]+[S] to save the territorys new attributes. Planning Editor Territories Window Properties ([Ctrl]+[T]) Save icon ([Ctrl]+[S])
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Creating Routes
Creating Routes
When territories are created in the Planning Editor, empty routes are automatically created for each territory. So, if you double-click on a territory you get a list of weeks, then daily routes. However, the locations that are assigned to the territory have not been placed on routes. You can route the locations manually, or use Assign Days to place the locations on routes. Assign Days looks at the possible delivery options for the location, as defined by the delivery quantity and the service pattern set, and determines the best route(s) for the location based on the other options you specify. Once the routes have been created, you can evaluate them and change them as needed. Step 1: Click on the Territory Planner icon to open the Planning Editor. The Editor opens with the Planning Sessions window visible. Double-click on the planning session you want to work with. Step 2: To create routes for all existing territories, click on the Tools menu and select Assign Days to all ([Ctrl]+[Y]) or click the Assign Days icon on the General toolbar. The Assign Days window opens. To create routes only for some territories, select the territories in the Territory window. Right-click on a selected territory and choose Assign Days from the menu that pops up. The Assign Days window opens. Step 3: To create routes using previously established options, click the [Start] button. To have a display show the progress of Assign Days, check Show Progress Indicators. To change the options being used to create routes, click the [Options] button. See Assign Days Options Notebook in the Roadnet Transportation Suite Operations Guide for more information. Note: If you were not granted permission to change Assign Days Options in the Administration module, you will not be able to open the Assign Days Options notebook. Step 4: When the routes have been created, the Assign Days window closes. You can now evaluate the routes and edit them as needed.
Planning Editor Tools Assign Days to all ([Ctrl]+[Y]) [Start]
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Notes: The Planning Editor includes some features that make it easier to see a route on a map, especially if the map already has several routes on it. You can choose to animate, flash, or locate the route on the map. Animate highlights the stops in order, flash ([Ctrl]+[H]) flashes the route several times, and locate ([Ctrl]+[O]) zooms the map to the route. To use any of these options, right-click on the route and select the option from the menu that pops up. You can also flash or locate the route by selecting the route, then selecting the icon on the Routing toolbar or pressing the hotkey combination. Flash and locate are also available from lists of stops or location extensions or the Location toolbar to help you find individual extensions on the map. In addition, when you select a territory or week in the list window, it is highlighted on the map. To quickly select/deselect all the weeks or days on the map, double-click on the word Weeks or Days. If all weeks/days are selected they will be unselected, otherwise all weeks/days will be selected. To open the Route Summary window and see the effects of changes made to displayed routes, click the Show/Hide Summary icon. The Route Summary window will open on the side of the map, attached to the map. Click the appropriate options to see the information you want to evaluate. To change the day that a location extension is routed on, drag the location to the map button for the new day. If the location extension was already on a route (you are simply changing its day) it will be routed on the same week. If you drop an unrouted extension on a day, it will be routed on the first week of the cycle. You can also drag a location extension to a week button; if the extension is already routed it will keep its same day on the new week; if it is unrouted Territory Planner will pick the best day on the week. Route Summary The Route Summary is an easy way to see information about all or selected routes. Any changes you make to your routes will be automatically reflected in the Route Summary, so if you leave the Route Summary open you can immediately see the effects of any changes you make to your routes. To open the Route Summary, click on the File menu and select Route Summary ([Ctrl]+[R]) or click the Route Summary icon on the General toolbar. Once the window is open, you can choose the territory(s) and week(s) you want included in the summary.
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The top of the Route Summary window displays daily totals about the number of routes, stops, load (quantity), run time, distance, and cost. In the middle of the window, statistical information about the same categories is displayed. At the bottom of the window, you can see how well the routes are balanced by looking at the run time and load variance, displayed in the Route % Variance box.
The Route Summary provides information about the routes for the territories and weeks you select. Note: You can choose which size alias you want the load displayed as, as well as whether the statistics are displaying the average, minimum, or maximum for the selected routes. Planning Editor File Route Summary ([Ctrl]+[R])
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Editing Routes
Editing Routes
As you evaluate your routes, you will probably want to make changes to the routes. The Planning Editor has several features that make it easy to change your routes as needed. Hint: As you edit your routes, leave the Route Summary open to see the effects of the changes you make. Moving Stops from One Route to Another You can drag stops from one route to another, or place unassigned or unrouted stops on routes. Both the map and the list windows can be used to change routes this way. To view the routes in a window, double-click on the territory in the Territory window, then double-click on the week in the Weeks window. A list of daily routes opens; to see the stop list for a route double-click on the day. To view a route on the map, right-click on the route and choose Plot from the menu that pops up or click the Plot icon on the Routing toolbar. To display the location extensions that are not routed on a territory, right-click on the territory and choose Unrouted from the menu that pops up. Notes: If you drop the stop on a route that does not match the locations service pattern set, the Illegal Location Move window appears. The Illegal Location Move window gives you two options for how to proceed. You can choose a new service pattern set for the location that will allow it to be moved to the route you are dropping it on, or you can choose a new service pattern. If you choose a new service pattern, the stop will be moved to that route, not the route you initially selected. Location extensions listed in the Exceptions windows (List - Exceptions - Off Day/Missed Time Windows/Missed Time Window Factor/Priority/ Geocode) can also be routed using this method. When moving stops from one route to another, you can specify where you want the stop placed on the new route, or you can allow the Planning Editor to determine the best spot for the stop based on criteria you select. To specify where the stop should be placed on the route, drag the stop to the stop list for the new route or to the new route on the map. Drop the stop on the stop you want it to be placed after; to make the stop the first stop on the new route drop it on a column header (the depot on the map).
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Editing Routes
To allow the Planning Editor to determine where the stop should be placed, drag the stop to the Daily Routes window and drop it on the new route. If you held down the left mouse button while dragging the stop, the stop will be sequenced as specified on the Drag/Drop page of the Options notebook. If you held down the right mouse button while dragging the stop, a menu appears when you drop the stop. Choose the appropriate option. The choices are: Insert first Insert by best cost Insert by best distance Insert near closest location Insert by best time Insert by best time window Insert last Note: If a stop in a rush hour restricted area is placed on a route with a restricted equipment type, the map and driver directions will not display directions to that stop. Removing Stops from the Route or Territory If your route is too long or exceeds the capacity of the equipment, you can remove stops from the route. You have the option for the locations to still be assigned to the territory, but not routed, or you can remove them completely from the territory. If stops are removed from the territory they will be moved to the Unassigned window. To remove the stop from the territory, right-click on the stop in the Stops window and choose Unassign Completely from the menu that pops up. The stop will be moved to the Unassigned window. To remove the stop from the route, but leave it on the territory, right-click on the stop in the Stops window and choose Unroute on Territory from the menu that pops up. The stop will be moved to the Unrouted window for the territory. Sequencing the Routes If you like the stops that are on the route, but dont like the order in which they are run, you can change the order of the stops on the route. You can move the stops manually, or have the Planning Editor choose the best order for the stops.
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Editing Routes
To move the stops manually, drag the stop from its current position and drop it on the stop you want it to follow. You can do this using either a list window or the map. To have the Planning Editor resequence the stops, right-click on the route and select Action, then choose the proper option from the menu that pops up, or click the icon on the Routing toolbar. The choices are: Sequence ([Ctrl]+[Q])takes the list of stops and calculates the travel time between each stop and the depot. The stops are placed and sequenced on the route in the way that produces the least distance. Flip ([Ctrl]+[F])reverses the current order of stops on the route. Line Sequence ([Ctrl]+[M] or [Ctrl]+[Z])resequences the routes based on the travel time between stops. Typically, if End Point is selected, the two stops that are the greatest distance from each other are the first and last stops on the route; if Midpoint is selected, the stop that is furthest from all other stops is selected. Time Window ([Ctrl]+[W])sequences the stops using the locations time windows and the time window information established in the Options notebook. See Setting the Options in the Roadnet Transportation Suite Operations Guide for more information. Note: If you want to perform one of these actions on all a territorys routes, or all the routes for a week, right-click on the territory/week and choose Action, then the action from the menu that pops up. This saves you from having to work with each route separately.
Using the Speed Editor The Speed Editor is another option you can use to change a locations route. When you open the Speed Editor it lists the routing information for the location, including the current territory, delivery days, and cycle quantity, as well as some other information. You can change any of these items, thereby rerouting the location. Step 1: In the Stop List for the route, right-click on the location and select Speed Editor from the menu that pops up ([Ctrl]+[J]) or click the Speed Editor icon on the Location toolbar. The Speed Editor opens. Step 2: To change the locations delivery days and weeks, click on the appropriate week and day buttons. A red button indicates the location is scheduled to be delivered that week/day.
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Editing Routes
You can use the Speed Editor to reroute a location extension. Step 3: If necessary, change the service pattern set and service pattern to match the new routes. Click on the appropriate arrow to open the list; click on an option to select it. Step 4: If you are changing the route the location extension will be on, click the Insert on Route(s) arrow to open a list of options, and choose how the stop should be placed on the new route. If you are making changes that leave the location extension on the current route, and you want the extension to maintain its current position, check the Try To Maintain Stop Order on Route box. Step 5: Click the [Assign] button. Notes: You can also change the delivery quantity or territory for a location using the Speed Editor. Changing either of these items may require you to either change the locations delivery days or service pattern and service pattern set. If the delivery days and weeks you assigned do not correspond to a service pattern in the service pattern set you selected, the Service Pattern Set Selection window opens. Choose a new service pattern set and click the [OK]
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Editing Routes
button or click the [Cancel] button to return to the Speed Editor. If you are changing multiple location extensions and decide you do not want to make any of the changes, click the [Cancel All] button. If the Service Pattern Set is Manual Load Distribution, you can enter the delivery quantities for each day of the week, allowing you to have uneven deliveries throughout the week. If you want even deliveries throughout the week, you can enter the total quantity for the entire cycle and click [Adjust Daily Quantities]. The Speed Editor will spread the deliveries as evenly as possible throughout the week.
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The Locate window can save you time, since you dont have to search through several windows to find the particular territory, week, route, stop, or location extension you are looking for.
Step 5: Click the Search icon. The entries that match the search criteria are listed at the top of the window. To perform multiple searches without losing the results of previous searches, check Retain Results before doing a subsequent search. To remove the search criteria, click the Erase icon. Planning Editor Tools Locate ([Ctrl]+[L])
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Step 2: In the Planning Sessions window, double-click on the planning session you wish to work with. Step 3: To anchor one location extension or a group of location extensions, click on the List menu and select Location Extensions. The Location Extensions window opens. [Ctrl]-click each location extension you want to anchor. Right-click on any one of the selected location extensions and select Anchoring from the menu that pops up. To anchor all of the location extensions in a territory, click on the List menu and select Territories. The Territories window opens. Right-click on the territory that contains the location extensions that you wish to anchor and select Anchoring from the menu that pops up.
You can quickly set the anchoring for multiple location extensions.
Step 4: To prevent the location extensions delivery days from moving more than a certain number of days, select Select Day Range. In the box, enter the maximum number of days from the Previous Days that the location extensions can receive delivery. For example, if a location extensions Previous Day is Wednesday and you enter 1, the location extension could be scheduled to receive their delivery Tuesday, Wednesday, or Thursday when a re-route is done. If you enter 0, the location extension must be scheduled for delivery on Wednesday. To let the range of allowed delivery days wrap across non-delivery days, check Allow Wrap. For example, there may be a location extension with Friday as its Previous Day and an anchor day range of 1. If the 5 day business week is being used and wrap is allowed, the location extension could be scheduled to receive delivery on Thursday, Friday, or Monday when a reroute is done. If wrap is not allowed, the location extension could only be scheduled for either Thursday or Friday.
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Step 5: To prevent the location extensions delivery weeks from moving more than a certain number of weeks, select Select Week Range. In the box, enter the maximum number of weeks from the Previous Weeks that the location extensions can receive delivery. For example, if a location extensions Previous Week is week 7 of an 8 week delivery cycle and you enter 1, the location extension could be scheduled to receive its delivery in week 6, week 7, or week 8 when a re-route is done. If you enter 0, the location extension must be scheduled for delivery in week 7. To let the range of allowed delivery weeks continue through the first and last week in the cycle, check Allow Wrap. For example, in an 8 week cycle there may be a location extension with week 8 as its Previous Week and an anchor week range of 1. If wrap is allowed, when a re-route is done the location extension could be scheduled to receive delivery on week 7, week 8, or week 1. If wrap is not allowed, the location extension could only be scheduled for week 7 or week 8. Step 6: Click [OK].
Planning Editor Location Extensions or Territories Window Anchoring [OK]
Anchoring All Location Extensions in a Planning Session If you want to anchor all location extensions in a planning session the same way, you can quickly anchor them at once. Step 1: Click on the Territory Planner icon to open the Planning module. Step 2: In the Planning Sessions window, double-click on the planning session you wish to work with. Step 3: Click on the Tools menu and select Anchoring. The Anchoring window opens. Step 4: To prevent the location extensions delivery days from moving more than a certain number of days, select Select Day Range. In the box, enter the number of days from the Previous Days the location extensions can their receive deliveries when a re-route is done. For example, if a location extensions Previous Day is Wednesday and you enter 1, the assign days process will allow the location extension to receive delivery on Tuesday, Wednesday, or Thursday. If you enter 0, the location extension must be scheduled for delivery on Wednesday.
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To let the range of allowed delivery days wrap across non-delivery days, check Allow Wrap. For example, there may be a location extension with Friday as its Previous Day and an anchor day range of 1. If the 5 day business week is being used and wrap is allowed, the location extension could be scheduled to receive delivery on Thursday, Friday, or Monday when a reroute is done. If wrap is not allowed, the location extension could only be scheduled for either Thursday or Friday. Step 5: To prevent the location extensions delivery weeks from moving more than a certain number of weeks, select Select Week Range. In the box, enter the number of weeks from the Previous Weeks the location extensions can receive their deliveries when a re-route is done. For example, if a location extensions Previous Week is week 7 of an 8 week delivery cycle and you enter 1, the assign days process will allow the location extension to receive delivery in week 6, week 7, or week 8. If you enter 0, the location extension must be scheduled for delivery in week 7. To let the range of allowed delivery weeks continue through the first and last week in the cycle, check Allow Wrap. For example, in an 8 week cycle there may be a location extension with week 8 as its Previous Week and an anchor week range of 1. If wrap is allowed, when a re-route is done the location extension could be scheduled to receive delivery on week 7, week 8, or week 1. If wrap is not allowed, the location extension could only be scheduled for week 7 or week 8. Step 6: Click [OK]. Planning Editor Tools Anchoring [OK] Setting the Previous Days and Weeks For anchoring to work, you need to set the Previous Days and Weeks to the days and weeks that you want the location extensions anchored to. You can use the Update Previous Days and Weeks feature to quickly anchor to the current delivery schedule. The Update Previous Days and Weeks feature automatically sets the Previous Days and Weeks for all location extensions in the planning session to the current delivery days and weeks. Note: When you do a re-route, the Previous Days and Weeks will not automatically change. Therefore, unless you change the Previous Days and Weeks, the location extensions will remain anchored to the same days and weeks even if you do multiple re-routes.
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Step 1: Click on the Territory Planner icon to open the Planning module. Step 2: In the Planning Sessions window, double-click on the planning session you wish to work with. Step 3: Click on the Tools menu and select Update Previous Days and Weeks. Note: The Previous Days and Previous Weeks columns in the Location Extensions window show the Previous Days and Weeks for each location extension.
Upon using the Update Previous Days and Weeks feature, the Previous Days will become the same as the Delivery Days and the Previous Weeks will become the same as the Delivery Weeks. Planning Editor Tools Update Previous Days and Weeks
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Unformattedprints the directions as they appear on the screen. This option allows you to print the directions to an ASCII file instead of the printer. Formattedprints the directions formatted as a report. Turn by Turnprints the directions with maps for each step in the directions. You can choose the name that will appear at the top of the report, whether or not to print an overview map, and the size of the maps to print. The size of the map dictates how many pages will be needed to print the route. If Print Extended Driver Directions without Turn by Turn was selected, the directions are sent directly to the printer. If Print Extended Driver Directions with Turn by Turn was selected, the Detailed Map Printer Options window opens. You can change the name that will print at the top of the map, whether or not to print an overview map, and choose the size of the maps to print. The size of the map dictates how many pages will be needed to print the report.
The Detailed Map Printer Options window appears if you choose to print Driver Directions with Turn by Turn, or Print Extended Driver Direction with Turn by Turn.
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Printing Maps
Printing Maps
Once you have created your routes, you may want to print maps to see how the routes look. You can accomplish this by plotting the routes you want to print and pressing the Print icon on the map, or you can print the maps as reports from the Reports window. The following plots are available as reports: Session Plotprints a map showing all location extensions in the selected session(s), as well as territory borders. Territory Plotprints a map showing all location extensions in the selected territory(s). Week Plotprints a map showing the routes for the selected territory(s) and week(s). You can include the plots as part of a report group. If you include plots in your report group, the group must be printed from the Planning Editor, not the Reports module. Notes: The plot reports use the options most recently saved in the Map Options notebook. If you were not granted permission to print maps in the Administration module, this option will not be available to you. Step 1: If necessary, click on the Territory Planner icon to open the Planning Editor. The Planning Editor opens with the Planning Sessions window visible. Double-click on the planning session you want to work with. Step 2: Click the Reports menu and scroll to List. The Reports window opens listing all the reports. Step 3: Right-click on the report, and select Print from the menu that pops up. The Report Data Selection window opens. Step 4: Select the session(s), territory(s), and week(s) as appropriate for the report and click the [OK] button.
Planning Editor Reports List Session Plot/Territory Plot/Week Plot Preview/ Print [OK]
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Location Available Fields, or Location Extension Available Fields in the Roadnet Transportation Suite Operations Guide for more information. To view a report of the layout being used, including the location and name of the file being created and the starting position and lengths of the fields in the file, click the [File Layout] arrow and choose Preview from the menu that pops up. The report will include the layout information for all three layouts (import locations, import location extensions, and user upload). The organization of the three layouts in the report - separate pages vs. intermingled - will depend on the import layout report options selected in the Import module.
You can change the file layout for the user upload file by clicking the [File Layout] button and selecting Edit to open the Layout window.
Notes: Any changes made to the location or location extension layouts will be used when these items are imported. To avoid potential problems, use separate layout sets for importing and exporting, and verify the correct export layout set is displayed in Choose Layout Set before making any changes to a layout. If you were not granted permission to change import and export options in the Administration module, you will not be able to change the options selected when uploading planning routes. Step 6: If you specified to include week information in the upload file, such as active weeks from the location extension layout or previous weeks, choose
Copyright 2008 United Parcel Service of America, Inc. All rights reserved. 37
whether you want the weeks shown as 1 and 0 (true and false) or X and space. For instance, in a four week cycle, if the location extension is delivered on weeks 1 and 3, the information will appear in one of these formats: 1010 XX Note: Twelve weeks of data will always appear in the upload file, even if the planning session is less than 12 weeks. The data will simply repeat to look like 12 weeks. For instance, if your session is 2 weeks, and a location is delivered the first week, the active weeks will be uploaded as 101010101010. Step 7: If you specified to include day information in the upload file, such as a day string from the location extension layout or the previous days, specify whether you want the days indicated by a letter (MTWRFSU) or 1 and a 0. For instance, if the location extension is delivered on Monday and Friday, the information will appear in one of these formats: M F 010001 Note: When exporting the day string, Sunday is placed in the first position - the days of the week are UMTWRFS. Step 8: If you specified to have the latitude and longitude uploaded in the Locations layout, enter the numbers to the right of the decimal you want in the Lat/Lon precision if using decimal degrees fields. Choose whether to have the quadrant on the globe indicated by negative and positive signs on the latitude and longitude, or have the actual quadrant appear after the latitude or longitude (ex. 39.2654N). Note: Make sure the punctuation is appropriate for the language setting on your computer. Step 9: To convert all times in the export file to a specific time zone, click Time Zone. Below, click the arrow and select the time zone all times should be exported as. If you do not want times to be converted to a different time zone, click Driver's Time. Step 10: Click the [Upload] button. When the upload is complete, click the [View Errors] button to display a list of errors that occurred. Planning Editor Tools User Upload [Upload]
Copyright 2008 United Parcel Service of America, Inc. All rights reserved. 38
Printing Reports
Printing Reports
Territory Planner comes with many reports you can preview on the screen or print directly to the printer. The report will be sent to the printer selected in the Print Setup (File Print Setup).You can preview the reports from either the Reports module or the Planning Editor. The directions below explain how to preview the reports from the Reports module; the procedures are the same to preview the reports from the Planning Editor. Note: Some report entries may be truncated if the values are too long. For instance, if the quantity for a session, territory, or week is greater than 9 digits, excluding any decimals or commas, it will appear as #### on the report. If the quantity for a route, stop, or location extension is greater than 7 digits, excluding any decimals or commas, it will appear as ##### on the report. Step 1: Click on the Reports icon to enter the Reports module. The Reports module opens, with the Reports window listing all available reports. Step 2: Right-click on the report you want to print. A pop-up menu appears. Choose Print Report from the pop-up menu. The Selection Criteria window opens.
To have a report sent directly to the printer, without viewing it on the screen first, right-click on the report and select Print. Note: You may have to run other program functions before printing some reports. See the description for each report in the Roadnet Transportation Suite
Copyright 2008 United Parcel Service of America, Inc. All rights reserved. 39
Printing Reports
Operations Guide to determine if any preliminary steps are necessary for that report. Step 3: The information contained in the Selection Criteria window will vary according to the report chosen. Make all necessary selections to set up your report. Then, click [OK] to print the report. Reports icon Reports window Print [OK]
Copyright 2008 United Parcel Service of America, Inc. All rights reserved. 40
Previewing Reports
Previewing Reports
At times you may want to view a report before it is printed, especially if you are uncertain how long the report will be or if the report contains the information you need. Territory Planner allows you to view reports before they are printed so that you can limit or cancel the printing if necessary. You can preview the reports from either the Reports module or the Planning Editor. The directions below explain how to preview the reports from the Reports module; the procedures are the same to preview the reports from the Planning Editor. Note: For a sample of each report, refer to the Report Samples section in the Roadnet Transportation Suite Operations Guide. For a sample of each report, click on the report sample link in the report description section. Step 1: Click on the Reports icon to enter the Reports module. The Reports module opens, with the Reports window listing all available reports. Step 2: Right-click on the report name you want to print. A pop-up menu appears. Choose Preview Report from the pop-up menu. The Selection Criteria window opens. Note: You may have to run other program functions before previewing some reports. See the description for each report in the Roadnet Transportation Suite Operations Guide to determine if any preliminary steps are necessary for that report. Step 3: The information contained in the Selection Criteria window will vary according to the report chosen. Make all necessary selections to set up your report. Then, click [OK] to preview the report. Step 4: The report will open in a Report View Window. For more information on navigating in the view windows, see Report View Windows in the Roadnet Transportation Suite Operations Guide. Reports icon Reports window Preview [OK]
Copyright 2008 United Parcel Service of America, Inc. All rights reserved. 41
When creating a report group, you can have the reports printed as a book by checking the Collate box
Step 3: The information contained in the Selection Criteria window will vary according to the report chosen. Make all necessary selections to set up your report. Then, click [OK] to print the reports. Reports icon Groups Print Name of Group [OK] Notes: If you selected the Collate option when you configured your report group, then the reports will print in route order. If your report group contains plots, then you must print the report from the Planning Editor.
Copyright 2008 United Parcel Service of America, Inc. All rights reserved. 42
Index
Index A
Account Type Summary 11 Account types checking distribution between territories 11 Analyzing routes in the Planning Editor 17 territories in the Planning Editor 8 Anchoring all location extensions in a planning session 30 all location extensions in a territory General 28 select location extensions 28 Setting the Previous Days and Weeks 31 Animate on Map in the Planning Editor Assigning drivers to a territory 14 equipment to a territory 14 location extensions to a territory 12
16
strategic routes in the Planning Editor 16 territories 6 territories from existing territories 6 territories from unassigneds 6 Creating routes in the Planning Editor evaluating the routes 17 setting how location extensions are anchored 28, 30 Creating territories 6
D
Displaying routes on a map in the Planning Editor 17 Driver directions 33 printing to a file in the Planning Editor 34 printing turn by turn directions in the Planning Editor 34 printing with maps in the Planning Editor 33 Drivers assigning to a territory in the Planning Editor 14
28
18
B
Building routes in the Planning Editor 16 territories 6
E
Editing the territories 12 Editing routes in the Planning Editor 20 flip 21 line sequence 21 moving stops from one route to another 20 removing stops 21 sequence 21 time window 21 Evaluating routes in the Planning Editor
C
Changing how location extensions are anchored 28, 30 location extensions Previous Days and Weeks 31 the order of stops on a route in the Planning Editor 21 Creating a route in the Planning Editor 16
17
Copyright 2008 United Parcel Service of America, Inc. All rights reserved. 43
Index
using list windows 17 using maps 17 using the Route Summary 18 Evaluating the territories 8 viewing account type information
11 10
viewing overlap between territories Exporting routes from the Planning Editor 36
F
Finding a location extension in the Planning Editor 26 a route in the Planning Editor 26 a stop in the Planning Editor 26 a territory 26 Flashing routes on the map in the Planning Editor 18 Flipping routes in the Planning Editor 21
using to evaluate routes in the Planning Editor 17 Locate on Map 18 Locating a location extension in the Planning Editor 26 a route in the Planning Editor 26 a stop in the Planning Editor 26 a territory in the Planning Editor 26 a week in the Planning Editor 26 routes on the map in the Planning Editor 18 Location extensions anchoring 28 assigning to a territory 12 importing 3 location on the map 18 Locations importing with location extensions
M
Maps printing in the Planning Editor 35 Territory Overview 10 using to evaluate routes in the Planning Editor 17
I
Importing location extensions 3 locations and location extensions 3 specifying default active weeks and service pattern set 3 Importing location extensions specifying default active weeks 3 specifying default service pattern set with locations 3 Importing locations with location extensions 3
P
Planning Editor anchoring all location extensions 30 anchoring all location extensions in a territory 28 anchoring location extensions 28 anchoring select location extensions animating routes on the map 18 assigning drivers to a territory 14 assigning equipment to a territory
28
L
Line sequencing routes in the Planning Editor 21 List windows
14
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Index
creating a backup save 25 creating routes 16 creating territories 6 dragging stops between routes 20 editing routes 20 editing the territories 12 evaluating the routes 17 evaluating the territories 8 exporting the routes 36 finding a location extension 26 finding a route 26 finding a stop 26 finding a territory 26 finding a week 26 flashing location extensions on the map 18 flashing routes on the map 18 flip the routes 21 line sequence the routes 21 Locate 26 locating location extensions on the map 18 locating routes on the map 18 moving location extensions onto a territory 12 moving stops from one route to another 20 printing driver directions 33 removing stops from a route or territory 21 routing exceptions 20 saving the routes 25 sequence the routes 21 Territory Overview 10 time window the routes 21 uploading the routes to a network or mainframe 36 User Upload 36 using list windows to evaluate
routes 17 using maps to evaluate routes 17 using the Account Type Summary
11
using the Properties notebook to assign a driver or equipment to a territory 14 using the Route Summary to evaluate routes 18 using the Territory Scoreboard 9 viewing account type information for the territory 11 viewing overlap between territories
10
Previewing reports 41 Previous Days and Weeks updating 31 Printing driver directions in the Planning Editor 33 driver directions to a file in the Planning Editor 34 extended driver directions in the Planning Editor 33 maps in the Planning Editor 35 report groups 42 turn by turn driver directions in the Planning Editor 34
R
Removing stops from a route or territory in the Planning Editor 21 Report groups printing 42 Reports previewing 41 printing 39 Route Summary window
Copyright 2008 United Parcel Service of America, Inc. All rights reserved. 45
Index
in the Planning Editor 18 Routes creating in the Planning Editor 16 editing in the Planning Editor 20
territories 9
V
Viewing account type distribution across territories 11 overlap between territories 10
S
Saving backup saves in the Planning Editor routes in the Planning Editor 25 Sequencing routes in the Planning Editor 21 Stops removing from a route or territory in the Planning Editor 21
25
W
Working with a route in the Planning Editor 16 territories 6
T
Territories editing 12 evaluating using the tools of the Planning Editor 8 moving location extensions onto a territory 12 Territory Scoreboard 9 Time windows in the Planning Editor sequencing routes 21 Transferring stops to another route in the Planning Editor 20
U
Unrouteds routing in the Planning Editor 20 Update Previous Days and Weeks general 31 Uploading routes to a network or mainframe from the Planning Editor 36 User Upload 36 Using Territory Scoreboard to evaluate the
Copyright 2008 United Parcel Service of America, Inc. All rights reserved. 46