Route Screen
  • 17 Jul 2024
  • PDF

Route Screen

  • PDF

Article summary

The Route screen allows for creating a route or changing information that describes an existing route. The Route screen comprises four tabs – Route, Crew, Property, and Services. The Route screen is accessed from the Routes Search List screen by clicking the New Route icon or clicking on an existing route on the list. When you initiate the creation of a new route, the Route screen only makes visible the Route tab. Once you have saved the route and pulled it up again, the other three tabs become available, allowing you to define the route further.

Route 

Screen capture of the Route screen.

The screen elements on the Route tab of the Route screen are described in the following table.

Screen ElementDescription
Route NameRequired. Specifies the name of the route. Displayed on the far-left column of the Schedule Board screen.
BranchRequired. Company branch to which the route belongs. The drop-down list makes all active branches available for selection. The field automatically defaults to the first branch in the drop-down list, so make sure to choose the right branch intentionally. The selected branch determines which users can see the route based on the branches to which the logged-in user has access as defined on the User screen.
ManagerRequired. The manager is responsible for the route. The drop-down list makes all active employee contacts in the specified branch available for selection. On the Schedule Board screen, the manager specified here must be selected for displaying the route. The field automatically defaults to the first employee in the drop-down list, so make sure to choose the right manager intentionally.
Crew LeaderRequired. Crew leader who oversees work for the route. The drop-down list makes all active employee contacts in the specified branch available for selection. The field automatically defaults to the first employee in the drop-down list, so make sure to choose the right crew leader intentionally.
DivisionThe division in the company with which the route should be associated. If the system is set to snow mode, users can choose snow mode for their mobile session, in which case Aspire will limit the routes available on the Schedule screen to those whose division is set to Snow.
Percentage of Travel Time

This value allows you to build travel time into a route based on the percent of overall time spent to encourage crew leaders to properly account for travel time when planning their route for the day. Placing a percent value in this field will have the following effects within the Crew Mobile App:

  1. In the list on the Schedule screen, if the route has a percent of travel time greater than 0%, we will subtract that from the hours it shows. (If the visit is scheduled for 10 hours, and the route has 15% travel time, then 8.5 hours will display in the list, indicating how much time the crew has available to perform the work.)
  2. On the start/stop button of the Work Ticket screen, if the route has a percent of travel time greater than 0, we will subtract that from the hours displayed.
Hours per Man per DayExpected hours per man per day that the crew can provide for performing work.
ActiveThe Active column displays a checkbox. A checkmark in the box indicates that the route will be available on the Schedule Board screen. Once you create a route, you cannot delete it. Marking unwanted routes as inactive allows you to hide them on Schedule Board screen. To change the Active flag, click the checkbox.
Show Daily Plan This toggle determines whether the Daily Plan button on the Main screen of Crew Mobile is available when a crew leader assigned to that route is logged in.
Allow Equipment Time ReportingAspire provides the ability in Crew Mobile for crew leaders to allocate usage time for equipment items that are defined in the item catalog and included in an estimate. When equipment usage time is logged, it is tied to employee work ticket time. The Allow Equipment Time Reporting toggle must be switched on to allow crew leaders to allocate equipment usage for the route.
Show New Ticket Button in Crew Mobile
Toggle Show New Ticket Button in Crew Mobile to allow crew leaders the option to create new tickets in Crew Mobile.
ColorAllows you to choose the color of plaques representing the visits on the Schedule Board screen.
Route SizeSpecifies the expected number of crew members on the route. The value is displayed next to the route name on the Schedule Board screen.
Display OrderDetermines the order in which routes are displayed in the weekly view on the Schedule Board screen—defaults to zero (0). If the display order for all routes is left at the default, the display order is arbitrary. If the same value is specified for the display order for multiple routes with the same manager, the order of those routes relative to one another is arbitrary.

Route Address Line 1, Route Address Line 2, Route City, Route State, Route Zip

Use these boxes to specify the address of the route. When you select Optimize Route from the Visit tile pop-up menu, Aspire will use this Route Address to optimize the route.

Note:
When creating a new route, Aspire will automatically pull in the branch address as a default, but you can edit this route address at any point from the Route screen. 
Primary Vehicle

Aspire allows a primary vehicle to be tied to a route supporting equipment GPS tracking for the route. The association between the primary vehicle and the route is defined by selecting the equipment item representing the vehicle in the Primary Vehicle field on the Route tab of the Route screen. The combo box that displays the selection options displays all active equipment associated with the route’s branch that has not been assigned to another route. For each equipment item in the selection list, Aspire shows the following information: Asset Number, Model, and Equipment Description.

If an equipment item defined as the primary vehicle is being moved from one route to another, removing it from the first route is necessary before assigning it to the second route.

Suppose you designate an out-of-service equipment asset as a Primary Vehicle on a Route. The following message will remind you to switch out the vehicle before saving the change.:

This Vehicle is out of Service image
Important Note:
Do not confuse the association of the primary vehicle to a route with assigning equipment to a route from the Route field on the Equipment screen. The primary vehicle assignment supports GPS tracking for the route, whereas the equipment assignment on the Equipment screen supports logging equipment readings from Crew Mobile for a route.
your content goes here
Save IconThe Save icon confirms any route definition changes and saves them. This icon is available from all tabs.

Crew 


The screen elements on the Crew tab of the Route screen are described in the following table.

Screen ElementDescription
Crew MembersAllows you to define a list of the crew members normally assigned to the route. New crew members are added by clicking the Add Crew Member icon.

Property 


The screen elements on the Property tab of the Route screen are described in the following table.

Screen ElementDescription
PropertiesAllows you to define snow routes as a list of properties to be visited along with the desired visit order. When a crew leader logs into the Crew Mobile App, goes to the schedule, and selects the route, the list of properties will be displayed in the designated order. The crew leader may select a property and create a new ticket.

Services

Allows you to specify a list of services or service types identifying services that the crew for the route can provide. In the Crew Mobile App, when the crew leader drills into a property on the Schedule screen, the list of services available for the property will be limited to services identified by this list. If no services or service types are listed here, all available property services will be displayed in the Crew Mobile App.


The screen elements on the Services tab of the Route screen are described in the following table.

Screen ElementDescription
Service / Service Type Radio ButtonsThe user may specify whether to identify services based on a list of service names or service types. If you select a different radio button, Aspire clears out the list of service criteria that was shown and allows you to build a list of the new criteria type.
Service / Service Type ListThe bottom of the screen displays the list of services or service types (depending on radio button selection) you have added to identify services to be displayed in the Crew Mobile App.
Selection ListAllows you to select from a list of Services or Service Types (depending on radio button selection). As an item is selected, it is added to the list, and the selection list is redisplayed at the bottom for another selection.

Scheduling 

Use the Scheduling section to define the work days/ hours of availability for a route. 

Time-Based Scheduling 

Set the working hours on day by day basis. You must set working hours to utilize time-based scheduling. Click Time-based Scheduling Getting Started Guide to view more information on how to use time-based scheduling. 

Screen Element Description 
Add icon Click this icon to add a new set of working hours.
DaySelect a day for which to designate a Start and End time. 
StartThe time that marks the beginning of your working hours. 
End The time that marks the end of your working hours. 

Sequenced Scheduling

Sequenced scheduling is based on the capacity that is available for the route. So, you are scheduling based on what can be completed given the number of crew members available to work on the job. Use this section to mark available days for working on the route. An unavailable ribbon will appear on the days that are not selected. When working days are not set, all working days are assumed to be available. 

Screen ElementDescription 
Add icon 
Click this icon to add a new set of working hours.
Day
Select an available working day. 




Was this article helpful?

Changing your password will log you out immediately. Use the new password to log back in.
First name must have atleast 2 characters. Numbers and special characters are not allowed.
Last name must have atleast 1 characters. Numbers and special characters are not allowed.
Enter a valid email
Enter a valid password
Your profile has been successfully updated.
ESC

Eddy AI, facilitating knowledge discovery through conversational intelligence