To Create a Route

You use the Routes (FS203700) form to create a route that staff members (drivers) of your company are going to execute. When you create route executions in the system based on this route, they will inherit the basic settings of the route.

To Create a Route

  1. Open the Routes (FS203700) form.
    Tip: To open the form for creating a new record, type the form ID in the Search box, and on the Search form, point at the form title and click New right of the title.
  2. On the form toolbar, click Add New Record.
  3. In the Route ID box of the Summary area, type the identifier to be used for the route.
  4. In the Description box, type a brief description of the route.
  5. In the Start Location section, do the following:
    1. In the Branch box, select the branch that is related to the starting location of the route.
    2. In the Branch Location box, select the branch location that is related to the starting location of the route.
  6. In the End Location section, do the following:
    1. In the Branch box, select the branch that is related to the ending location of the route.
    2. In the Branch Location box, select the branch location that is related to the ending location of the route.
  7. On the Execution tab, specify the days when this route can be executed:
    1. In the Day of Week column, select the check boxes next to the days of week when the route can be executed.
    2. For each selected day of the week, in the Start Time column, select the earliest time when staff members can start executing this route.
    3. For each selected day of the week, in the Nbr. Trip(s) per Day column, specify the maximum number of times the route is executed during the day.
  8. To be able to select drivers to execute a route, on the Employees tab, for each driver that can execute this route, do the following:
    1. On the table toolbar, click Add Row.
    2. In the Employee ID column, select the driver.
    3. In the Priority Preference box, select the priority of this driver to execute the route. The lower the digit, the higher the priority of the driver.
  9. If needed, on the Attributes tab, for each attribute you want to add, perform the following steps:
    1. On the table toolbar, click Add Row.
    2. In the Attribute ID column, select an attribute that defines a characteristic related to executions of this route.
    3. If needed, in the Sort Order column, specify the order of the attribute for sorting in reports.
    4. If users must specify a value for the attribute for all executions of this route, select the Required check box.
    5. If needed, in the Default Value column, select the value.
  10. On the form toolbar, click Save.