Plan Routes & Assign Jobs

The Route Planning feature enables users to efficiently create, assign, and manage job routes for drivers. From the route listing page, users can create a new route plan by selecting a driver and assigning one or more work orders.

The system automatically generates an optimized route once the start and end locations are defined. After reviewing the generated route, users can save the plan with a name and description.

Each route follows a structured lifecycle:

• Draft – Route can be edited, and driver or job assignments can be modified.

• In Progress – Route is active; editing and deletion are restricted.

• Completed – Route is finalized and locked to maintain data integrity.

This feature ensures controlled route execution, improves operational visibility, and prevents unauthorized changes once a route is underway or completed.

Here is a reference video:

Step 1: Open Route Module

1. Go to the left-hand menu.

2. Click on Route.

Step 2: Create a New Route Plan

1. You will be redirected to the Route Plan Listing Page.

2. Click on New Plan to create a route plan.

Step 3: Select Driver

1. In the new route plan page, search for the required driver.

2. Select the driver from the list (example: Rita Collins).

Step 4: Assign Jobs / Work Orders

1. From the available list of work orders, select the jobs you want to assign.

2. Select one or multiple jobs as required.

Step 5: Generate Route Plan

1. After selecting the driver and jobs, click on Route Plan.

2. The system will prompt you to enter route points:

   • Select the Start Point Address

   • Select the End Point Address

3. Click on Plan.

Step 6: Save the Route Plan

1. The system will automatically generate the route plan.

2. Click on Save Plan Routes.

3. Enter the Route Name and Description (default values are auto-filled).

4. Click Save to finalize the route plan.

Step 7: View Route Plan

1. After saving, you will be redirected back to the Route Plan Listing Page.

2. Click on the View icon to view the route plan details.

3. The route plan will display:

   • Assigned jobs

   • Route map

   • Current route status

Step 8: Edit Route Plan (Draft Status Only)

1. From the listing page, click on the Edit icon.

2. You can update:

   • Driver selection

   • Assigned jobs

   • Other route details

3. Save changes as required.

Step 9: Update Route Status to In Progress

1. Open the route using the View icon.

2. Change the route status from Draft to In Progress.

3. Once set to In Progress:

   • Only View option remains available

   • Edit and Delete options are disabled

Step 10: Complete the Route

1. From the View page, change the route status to Completed.

2. Return to the Route Plan Listing Page.

3. Once completed:

   • The route cannot be edited or deleted

   • Only the View icon remains available