Before the first use, there are several steps required for configuration, followed by several tasks to load the data required for processing.
Configuration Options
- Choose the basic service level. See Configurations for details.
- Is the work divided among branches, offices or depots? If so, admin groups must be configured. See Admin Groups for details.
- Is each vehicle permanently assigned to a specific trip or may different vehicles be assigned to a trip?
- Are workers used?
- Are locations identified by a known account number, or should the locations be assigned an internal account number when created?
- Are locations identified by a business name or a person’s first and last name, or both?
- Are location categories used to set a specific icon at each type of location? See Location Categories for details.
- For service levels Manual, Optimization for Delivery and Optimization for Service, are time windows used? Do the vehicles have weight and cube limits?
- Does the workday run from midnight to midnight? Or, for overnight operations, at what time of the day does the workday start?
- On which days of the week is work to be scheduled?
- Are there other options that need to be configured?
Once all the configuration options are chosen, the Support team will complete the configuration process.
Customer Setup Steps
- Create locations using the Plans menu where trips start and/or end. Identify these as Facility locations. See Locations for details.
- Set the primary location in Trip Defaults under the Plans menu. See Trip Defaults for details.
- Are admin groups used? If so, create them using the Admin Groups item under the Resources menu. See Admin Groups for details.
- Are location categories used? If so, create them using the Location Categories item under the Resources menu. See Location Categories for details.
- Upload non-facility locations. See Upload Locations for details and a default template used for uploading.
- If workers are being used, upload workers. See Upload Workers for details and a default template used for uploading.
- Upload vehicles. If admin groups are used, each vehicle should be assigned to an admin group. See Upload Vehicles for details and a default template for uploading.
- If there will be more than one user, add these users by using the Users and Contacts item under the Resources menu. See Users & Contacts for details. Each user is assigned an authority level to control which features the user may access. See Menu Authority for details.
Basic Service Level
When the vehicles are uploaded, a work schedule for the specified days will automatically be configured.
Planned Service Level
When the vehicles are uploaded, a work schedule for the specified days will automatically be configured.
If locations are to be uploaded before uploading jobs, the format of the file containing the work (Jobs) to be done must be configured. See Upload Jobs for details.
If jobs and locations are to be uploaded at the same time, the format of the file containing the work and work locations (Jobs and Locations) to be done must be configured. See Upload Jobs and Locations for details.