Route Management Basics
- Aliena Somers
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
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Field | Description |
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Field | Description |
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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 |
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Field | Description |
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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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