Optimizations Management Guide – Open, Edit, And Manage Route Optimizations
Whenever you plan a route, Route4Me automatically creates an unique Optimization linked to it. Optimizations, along with their parameters, are saved in your account’s Optimizations Page where you can also open Optimization Snapshots. With an Optimization Snapshot, you can quickly review route analytics, destination data, proof of visit, and much more. You can use Account Optimizations to re-optimize routes, optimize multiple routes at a time, restore deleted routes with the same settings, and more. Use this guide to learn how to access your Optimizations Page and Optimization Snapshots.
Table of Contents
Open Optimizations – Access Account Optimizations Database
To open your Optimizations Page, go to “Dynamic Routing” > “Optimizations” from the Navigation Menu. The list shows Optimizations in chronological order, with the most recent ones at the top.
Additionally, you can click the “Plan New Route” button to start planning a route directly from the Optimizations Page.
Optimization Data – Optimizations Page Data Table Columns
For convenience, the Optimizations List shows the most important data relating to your optimizations. Specifically, you can see the names of optimizations which match the names of their associated routes, optimization statuses, and how many destinations are associated with each Optimization. The final two columns show the time and date when Optimizations were created and when their associated routes are scheduled to begin.
Open Snapshots – Access Optimization Snapshots From Optimizations Page
Optimization Snapshots enable you to review detailed route analytics, destination data, proof of visit information, and much more. To open a snapshot of a specific Optimization, simply click the “Open” button next to it, and Route4Me will automatically redirect you to the respective Optimization Snapshot.
Manage Optimizations – Edit, Rename, Or Delete Optimizations
To edit, rename, or remove an optimization, click the Down Arrow next to it and select the respective option from the menu. The table below provides an overview of the various actions you can perform from the “Edit Optimization” drawer.
| Action | Description | |
|---|---|---|
| General | ||
| Optimization Name | Edit the route name to easily identify and search for the optimization in your system. | |
| Optimization Mode | Change how the optimization is generated by selecting a single route, multiple routes, or disabling optimization. | |
| Trip Details | ||
| Route End | Modify how the route ends by selecting an optimized endpoint – any address, the departure address, or the last address. | |
| Schedule | ||
| Route Start Date | Update the date when the route is scheduled to begin based on the user’s local time zone. | |
| Route Start Time | Adjust the time when the route begins on the selected date using the user’s local time zone. | |
| Destination Service Time | Edit the time required to complete each stop, with the option to override existing service times. | |
| Dynamic Start Time | Enable or disable dynamic adjustments to the route start time. | |
| Restrictions | ||
| Turn Avoidance | Adjust turn settings to minimize left or right turns during route optimization. | |
| Avoidance Zones | Enable or modify zones the route should avoid, such as restricted or high-traffic areas. | |
| Directions | ||
| Route Calculation | Change how routes are optimized by selecting time or distance as the primary factor. | |
| Travel Mode | Update the mode of transportation used for optimization, such as driving or cycling. | |
| Highways and Tolls | Enable or disable avoidance of highways and toll roads during route optimization. | |
To delete multiple Optimization, check the boxes next to them and click “Remove” in the Action Bar above the Optimizations List.
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About author: Kristian Andreev
