Routes: Related Report and Inquiry Forms

In the following sections, you can find details about the reports, and inquiry forms you may want to review to gather information about route executions that have been entered into the system.

You can view all route executions, the route executions for a particular date, or the route executions assigned to a particular driver (or to multiple drivers). Also, you can forecast the appointments that need to be generated according to schedules of route service contracts that have been entered into the system.

Attention:
If you do not see a particular report or form that is described, you may have signed in to the system with a user account that does not have access rights to the report or form. Contact your system administrator to obtain access to any needed reports or forms.

Viewing All Route Executions

To find a particular route execution in the system, you use the Route Inquiry (FS404100) form. On this form, you can see all route executions or route executions with a particular status, for a particular route, or for a particular time period.

Viewing Route Executions by Date on a Map

To see the route executions of a particular day on a Bing map, you use the Routes on Map (FS300900) form. For each route execution of the day, you can see the route statistics and appointment information. You can also change the order of appointments in a route execution on this form.

Viewing Route Executions by Driver

To view the entered route executions for drivers of your company and the details of the route executions, you use the following forms:

  • On the Route Document Worksheets (FS403900) form, you see the route executions associated with a particular driver for a selected period of time.
    Tip:
    The closed route executions are not displayed on this form.
  • On the Staff Routes on Map (FS301000) form, you see the route executions associated with drivers for a particular day on a Bing map.

Forecasting Route Appointments

Before you generate appointments for the schedules created in the system, you can view the list of the appointments that will be generated. You use the Route Appointment Forecasting (FS404070) form. On this form, you can specify the criteria (such as route, service, customer, and date period) for which the data will be displayed in the table.