Training, Author at Knowledge Base

Creating a BreweryRouting Customer (No GPS)

Onboarding a BreweryRouting Customer (No GPS)

Support and User Meeting Support Actions User Actions Support and User Meeting User Actions Support and User Meeting – First Day Walk-Through

Onboarding an AccuGPS Enterprise Customer

AccuGPS Enterprise customers are already active on the AccuGPS platform at i.accugps.com and need to have their GPS units transferred to the Enterprise platform. 1.0…

Surfsight Camera Troubleshooting

If the dashcam is not responding, it can be reset following these steps. Solution 1 – Forced Power Cycle This option is typically used as…

Overview

Overview for Administrators & Primary Users Major Options The first option is whether Jobs are assigned to Trips before the Trip begins. If the Jobs…

Configurations

The application is usually deployed in one of these five configurations with customization to meet the user (tenant) needs by activating the functionality noted as…

How Optimized Assignment Works

The optimized assignment process takes work (Jobs) and assigns the work to resources (Trips) using a machine learning model to produce a solution that both…

Route Optimization Implementation

The implementation of route optimization depends on the type of business providing the work to be scheduled, the business system providing this work, and the…

Glossary

Learn the vocabulary, terminology, and key definitions you will encounter when using the system.

Frequently Asked Questions

User Topics How do I use trigger and alerts? See How Do I Use Triggers and Alerts How does optimized assignment work? See How Optimized…

Setup

Before the first use, there are several steps required for configuration, followed by several tasks to load the data required for processing. Configuration Options Once…

Menu Authority

Main Menu Menu Item Minimum Access Description Map Supervisor Return to Map – used only when using a form that does not keep the…

Users & Contacts

Users and Contacts are the humans that do work in the application or receive notifications from the application. To view a list of existing Users…

Main Screen Trip Formats

The Route Optimization Application is usually deployed in one of these five configurations with customization to meet the user (tenant) needs. The Map on the…

Main Map

Using the Application

This section assumes that jobs are not known before the workday is started. What are the x scenarios where we show the different Tools and…

Daily Plans

Daily Plans define the work to be done on a specific date. To view a list of Daily Plans, from the top menu bar click Plans then Daily…

Template Plans

Template Plans are used to specify a set of Trips that are to be placed on a daily work plan. To view a list of…

Create Daily Plan From Template

Template Plans are used to specify a set of Trips that are to be placed on a daily work plan. To view a list of…

Trip Defaults

Information entered as Trip Defaults is used by the optimized assignment process to calculate the best overall cost. For more information read the training about…

Reports

To view existing Reports, from the top menu bar click Reports; the form displays a list of current reports. New Report To create a new report,…

Mobile Application

The mobile application can be accessed at mobile.digitaltrails.com from any browser on a mobile device. Initial Display A map is display that shows the current…

Edit My Profile

To view the User Profile, from the top menu bar click Hello then Edit My Profile; the form displays the current profile settings. Click OK to save changes. Plan Tenant…

Hello – Other Menu Items

To access the other menu items, from the top menu bar click Hello then one of the following menu items: Change Password To change your…

How Do I Use Triggers and Alerts?

Before getting started, here is the terminology we use: An Alert is a process that starts when a specific condition for a vehicle (or vehicles)…

Alert Triggers

Alert processing consists of creating and maintaining Triggers, and managing the Alerts created by events causing the execution of the Triggers. Triggers To view existing…

Manage Alerts

Alert processing consists of creating and maintaining Triggers, and managing the Alerts created by events causing the execution of the Triggers. Manage To view Alerts,…

Feedback

The Feedback form is used for submitting issues encountered when using the application where the results of some action is not what was expected. Submitting…

Admin Groups

Admin Groups are an optional feature that can be used to assign Trips, Vehicles, Workers and Locations into groups for reporting purposes. Admin Groups should…

Location Categories

Location categories are an optional feature that can be used to segregate customer locations into groups for reporting purposes. To view existing Location Categories, from…

Locations

The Locations are facilities or places of business which are the stops visited on Trips. To view existing Locations, from the top menu bar click…

Upload Locations

Locations are uploaded using a comma separated value (CSV) file. The CSV file can be created using a text editor or by exporting data from…

Vehicles

The Vehicles are the most important element of the system, after all it is the vehicles that we are tracking and monitoring on the dashboard.…

Upload Vehicles

Vehicles are uploaded using a comma separated value (CSV) file. The CSV file can be created using a text editor or by exporting data from…

Workers

To view a list of existing Workers, from the top menu bar click Resources then Workers; the form displays a list of current Workers. New…

Upload Workers

Workers are uploaded using a comma separated value (CSV) file. The CSV file can be created using a text editor or by exporting data from…

GPS Unit Types

GPS Units

To view existing GPS Units, from the top menu bar click Resources then GPS Units; the form displays a list of current GPS Units. New GPS Units are…

Upload GPS Units

How To Replace A GPS Unit For A Vehicle

GPS units may need to be replaced. This may be done only a by a user with TenantAdmin authority. To do this:

How To Transfer A GPS Unit

GPS units may be transferred from one tenant to another by a user with TenantAdmin authority. To do this:

Job Defaults

Upload Jobs

Jobs are uploaded using a comma separated value (CSV) file. The CSV file can be created using a text editor or by exporting data from…

Upload Jobs and Locations

Jobs and Locations are uploaded together using a comma separated value (CSV) file. The CSV file can be created using a text editor or by…

How Do I Export Location Geofence Data?

At times, there may be a need to download geographic data for your Locations. There are two types of download: The output format is compatible…

License

WALZIK TERMS AND CONDITIONS To protect your Walzik account, keep your password confidential. You are responsible for the activity that happens on or through your…

Privacy

Privacy Policy WALZIK PRIVACY POLICY This privacy policy sets out how Walzik, Inc. (“Walzik”) uses and protects any information that you provide Walzik. Walzik is…