Plan Routes & Assign Jobs

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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 optimised 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 finalised and locked to maintain data integrity.

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

Overview

The Route Planning module in DreamzFSM allows managers to assign optimised job routes to drivers, track route progress through defined lifecycle stages, and maintain a clear record of all completed routes. This improves operational efficiency and ensures accountability across all field service activities.

Here is a reference video:

How to Plan Routes & Assign Jobs

Step 1 – Open the Route Module

Go to the left-hand menu and click on Route to open the Route Plan Listing Page.

Step 2 – Create a New Route Plan

From the Route Plan Listing Page, click New Plan to begin creating a new route plan.

Step 3 – Select a Driver

On the new route plan page, search for the required driver and select them from the list (e.g., Rita Collins).

Step 4 – Assign Jobs / Work Orders

From the available list of work orders, select the jobs you want to assign to the route. You can select one or multiple jobs as required.

Step 5 – Generate the Route Plan

After selecting the driver and jobs, click Route Plan. The system will prompt you to enter route points:

Select the Start Point Address.
Select the End Point Address.
Click Plan to generate the optimised route.

Step 6 – Save the Route Plan

The system will automatically generate the route. Once reviewed:

Click Save Plan Routes.
Enter the Route Name and Description (default values are auto-filled).
Click Save to finalise the route plan.

Step 7 – View the Route Plan

After saving, you will be redirected back to the Route Plan Listing Page. Click the View icon to open the route plan details. The route plan will display:

Assigned jobs
Route map
Current route status

Step 8 – Edit the Route Plan (Draft Status Only)

From the listing page, click the Edit icon to modify the route plan. While in Draft status, you can update:

Driver selection
Assigned jobs
Other route details

Save changes as required.

Step 9 – Update Route Status to In Progress

Open the route using the View icon and change the route status from Draft to In Progress. Once set to In Progress:

Only the View option remains available.
Edit and Delete options are disabled.

Step 10 – Complete the Route

From the View page, change the route status to Completed, then return to the Route Plan Listing Page. Once completed:

The route cannot be edited or deleted.
Only the View icon remains available.

Tips for Planning Routes & Assigning Jobs

Always verify the Start and End Point Addresses before generating a route to ensure the system produces an accurate and optimised plan.
Use the Draft status to review and adjust driver assignments and job selections before activating a route — changes cannot be made once the route is set to In Progress.
Assign multiple work orders to a single route where possible to maximise driver efficiency and reduce travel time between jobs.
Use the View icon regularly to monitor the route map and current status, keeping dispatchers informed of field progress in real time.
Once a route is marked as Completed, it is locked for data integrity — ensure all details are accurate before finalising.

Frequently Asked Questions

Can I assign multiple work orders to a single route plan?
Yes. When creating a route plan, you can select one or multiple work orders from the available list to assign to the driver’s route.

Can I edit a route plan after it has been saved?
Yes, but only while the route is in Draft status. Once the route is set to In Progress or Completed, editing and deletion are restricted to maintain data integrity.

What happens when a route is set to In Progress?
Once a route is set to In Progress, the Edit and Delete options are disabled. Only the View option remains available, allowing you to monitor the route without making changes.

Can I change the driver assigned to a route after it has started?
No. Driver assignments can only be modified while the route is in Draft status. Once the route is In Progress, driver and job assignments are locked.

What does the Completed status mean for a route plan?
A Completed route is fully finalised and locked. It cannot be edited or deleted, and only the View icon remains available on the listing page to maintain a permanent record of the route.

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Plan Routes & Assign Jobs

Plan Routes & Assign Jobs

Overview

How to Plan Routes & Assign Jobs

Tips for Planning Routes & Assigning Jobs

Frequently Asked Questions

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