Routes

Form ID: (FS203700)

On this form, you can create a route and specify its settings, such as the start and end location, the days and start time of executions, and the staff members (that is, drivers) that can perform the route. You can also view and edit the details of the routes that have been created in the system.

Form Toolbar

The form toolbar includes only standard buttons. For the list of standard buttons, see Form Toolbar and More Menu.

Summary Area

The Summary area contains general information about the route, such as the route short name and the start and end location.


Element	Description
Route ID	The identifier of the route.
Origin Route	The identifier of a route that has previously been created in the system, if the current route is a return trip of that route.
Route Short	The short identifier of the route.
Description	A brief description of the route definition.
Week Code(s) e.g.: 1, 2B, 1ACS	The week code or week codes of the route. For multiple week codes, use the comma as a separator.
Max. Appointment Qty.	The maximum number of appointments for the routes related to the route definition. This box is available if the No Limit check box is cleared.
No Limit	A check box that indicates (if selected) that the route can have unlimited number of appointments. If you clear this check box, the Max. Appointment Qty. box becomes available.

Table 1. Start Location SectionIn this section, you can specify or view information about where this route will start.
Element	Description
Branch	The branch where the route starts. Note: For a branch of a company with the Without Branches type, when you click the Edit button, the system will open the company on the Companies (CS101500) form, if the Multibranch Support feature is disabled on the Enable/Disable Features (CS100000) form. If the Multibranch Support feature is enabled, the system will open the branch on the Branches (CS102000) form.
Branch Location	The branch location where the route starts.

Table 2. End Location SectionIn this section, you can specify or view the location of the branch where this route will end.
Element	Description
Branch	The branch where the route ends. Note: For a branch of a company with the Without Branches type, when you click the Edit button, the system will open the company on the Companies (CS101500) form, if the Multibranch Support feature is disabled on the Enable/Disable Features (CS100000) form. If the Multibranch Support feature is enabled, the system will open the branch on the Branches (CS102000) form.
Branch Location	The branch location where the route ends.

Execution Tab

On this tab, you specify the days in which the route can be performed, the default start time of the routes, and the number of trips per day.


Element	Description
Day of Week	The column where you select the day of the week when the route can be executed. You can use the following check boxes to select the day of the week: Sunday, Monday, Tuesday, Wednesday, Thursday, Friday, or Saturday.
Start Time	The column where you specify the start time for each of the days of the week you have selected.
Nbr. Trips per Day	The maximum number of route executions that can be created, which you specify for each of the days of the week you have selected. The system uses this maximum number when you manually create route executions on the Route Document Details (FS304000) form.

Employees Tab

You use this tab to specify the staff members that have the driver skills (that is, drivers) to execute this route, as well as the preference between the staff members for this route.

The table toolbar includes only standard buttons. For the list of standard buttons, see Table Toolbar.
Column	Description
Employee ID	The employee identifier of the driver. You can select any identifier for which you have defined the employee on the Staff (FS205500) form and has the driving skill assigned on the Employees (EP203000) form.
Employee Name	The name of the driver, which is filled in when you select the employee ID.
Status	The status of the driver, which is filled in when you select the employee ID. The following options are available: Active: The employee currently works for the company. On Hold: The employee account has not yet been activated. Hold Payments: Payments to the employee should be held for some reason. Inactive: The employee has finished his or her work for the company. One-Time: The employee is defined as a one-time employee.
Priority Preference	An integer that defines the priority preference of the driver to perform the route in comparison with the other drivers. The lower the integer, the higher the priority of the driver. If the drivers have the same priority, they are listed according their reference number in the system.

Attributes Tab

On this tab, you can add, view, and modify the attributes to be listed (if they are active) for executions of the route on the Attributes tab of the Route Document Details (FS304000) form; users can then specify the values for the selected route execution.

For an attribute to be added on this tab, it must first be defined in the system on the Attributes (CS205000) form.

The table toolbar includes only standard buttons. For the list of standard buttons, see Table Toolbar.

Table 3. Table Columns
Column	Description
Active	A check box that indicates (if selected) that the attribute is listed for all executions of the route. You can deactivate an obsolete attribute by clearing this check box. In this case, the deactivated attribute will no longer be displayed for executions of the route, but all attribute values that have already been specified for existing records will remain in the database. Thus, if you reactivate the attribute, its values will become visible in the system again.
Attribute ID	The name of the attribute, which serves as its identifier. In this column, you can select an attribute from the list of existing attributes that have been defined on the Attributes (CS205000) form.
Description	The description of the attribute. This description is copied from the Attributes (CS205000) form and cannot be edited.
Sort Order	The number representing the order of the value in the resulting list of attribute values.
Required	A check box that indicates (if selected) that a value must be specified for the attribute for all executions of the route.
Internal	A check box that indicates (if selected) that the attribute is not available for portal users. This setting is copied from the Attributes (CS205000) form and cannot be edited.
Control Type	The type of control for the attribute: Text, Combo, Multi Select Combo, Lookup, Checkbox, or Datetime. This value has been specified for the attribute on the Attributes (CS205000) form and cannot be changed.
Default Value	The default value of the attribute. You can leave this column blank or specify a default value to be inserted for the attribute.

Week Codes Tab

The Days by Week Codes tab indicates the upcoming days the route will be performed, based on the configured week code and execution days.

Attention:

The week codes are currently used for validation purposes in route management. The system uses the settings on the Recurrence tab for the recurrence of the route of the Route Service Contract Schedules (FS305600) form.

Table 4. Selection Area
Element	Description
From	The start date, which you can select to filter the upcoming routes in the table.
To	The end date, which you can select to filter the upcoming routes in the table.

Table 5. Table
The table toolbar includes only standard buttons. For the list of standard buttons, see Table Toolbar.
Column	Description
Date	The date the route is executed.
Week Code	The week code corresponding to the date.
Day of Week	The day of the week the route is executed.
Week of Year	The week of the year the route is executed.
Start Date of Week	The date of Monday of the week the route is executed.