Route Management Basics

Pathway: Operations > Route Management

The Route Management tool is used to assign routes to pending service locations and modify routes for current service locations. This tool includes a Pending and Current tab to assist in the operations workflow.

Field Descriptions

 

Field

Description

Field

Description

IMPORTANT: This must be reviewed on a regular basis.

Filter Selections

Select Division

The division where an account’s service locations are assigned.

Select Service Region

The region the service location is located in.

Select LOB

The Line of Business service locations are categorized.

Day of Week

Select to view one, or multiple days of the week to see requested services.

Load

Loads all pending service locations waiting to be assigned a route based on the filter selections that were made.

Service Location Details

Location

Displays the name and ID of the service location.

Address

Displays the address for the service location.

Qty

Displays the quantity of equipment requested. Equipment type is referenced under the Service Code column for the location.

Service Code

Indicates the type of waste the equipment holds.

Frequency

Indicates the pickup frequency requested and preferred days of the week.

Start Date

The requested start date for service.

New Route

Displays a drop-list of routes to select and assign to a pending service location.

Sequence

If the route will be sequenced, enter the sequence number here.

Use the Current (tab) to view/modify sequences for all locations on a route.

Week of Month

For customers who are monthly or on a bi-weekly schedule, select the week of the month the location will be serviced.

 

Post

Posts the pending service location to a route.

Once a location has been posted, the location will no longer display under the Pending tab.

Field

Description

Field

Description

Filter Selections

Select Division

The division where an account’s service locations are assigned.

Select Service Region

The region the service location is located in.

Select LOB

The Line of Business service locations are categorized.

Route

Select to view only the service schedules for the selected routes.

Day of Week

Select to view only the service schedules for a specific day of the week.

Interactive Features

Load

Select Load to view current service schedules based on the filter selections made.

Edit

Option to edit service schedules for single or multiple locations.

Select the check box for the location(s) you would like to edit and select Edit.

Map

Displays an interactive map of the selected locations.

Select the check box for each location you would like included in the map.

Route Summary

Select Route Summary for a more detailed looked at route balances to help prevent an uneven distribution of services to any single route.

Excel (Icon)

Exports the information on the Current tab to an Excel spreadsheet.

Service Location Details

Location

Displays the location of the service.

Qty

Displays the quantity of equipment requested. Equipment type is referenced under the Service Code column for the location.

Service Code

Indicates the type of waste the equipment holds.

Freq/Next SVC

Displays the location’s frequency of pickup and the date of the next service.

Route

Displays the route the location is assigned to.

Seq

Displays the sequence the location is on the route.

DOW

Displays the day of the week the location is scheduled to receive services.

New Route

Interactive field used to assign a new route to a location.

New Seq

Interactive field used to change the location’s sequence on the route.

New Start Date

Interactive field used to change the start date of service.

Example: If the locations is being added to a new route, enter the start date here.

New Week

Displays the new A/B week for a location.

 

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