Handyman Route Planning adds the following features to Handyman:
- Display of multiple orders on the map
- Display of the technicians' home locations on the map
- Display of the current location of technician vehicles and other assets (e.g. trucks, construction machines) on the map
- Planning routes to orders, technicians, assets
- Optimizing the stops of a route to minimize driving distance
- Transfer of planned routes to Handyman resource planning
2. User Interface Elements
The map displays the data selected for display:
- Levels selected in Settings & Filter (e.g. Orders, Assets)
- Within the levels, the selected individual data records (e.g. specific order)
Depending on the level, the data is displayed with different symbols.
Right-clicking on the symbol of a data record opens the context menu.
The zoom factor of the map is adjusted with the scroll wheel of the mouse.
The map section can be moved by clicking, dragging and dropping with the mouse.
Alternatively, the zoom factor and map section can be set using the navigation bar at the bottom edge of the map. The navigation bar can be shown and hidden in the settings.
The map is set up by the system so that all elements selected for display are visible. This can be turned off in the settings.
Panels (eg Data, Settings & Filter) can be placed anywhere on the screen by dragging and dropping them onto the panel's title bar. Alternatively, they can be docked at the edge of the screen.
By clicking on the pushpin symbol in the upper right corner you can set whether the panel is permanently displayed or whether it is hidden. Hidden panels are shown as soon as you hold the mouse pointer over them.
2.3 Panel Settings & Filters
- In order for data to be displayed in the route planning, an entry must be selected in the filters.
- The set filters basically affect all data in all panels and on the map.
- Only search in the current map section
If this setting is active, the automatic setting of the map section is deactivated: If additional data is selected for display on the map, the map section is not automatically adjusted, only the data is displayed on the map , which are in the currently selected map section.
- Show navigation bar
If this setting is active, the map's navigation bar is shown. You can use the navigation bar to set the zoom factor and map section.
- Show details
If this setting is active, more details about the selected data are shown on the map.
- Save layout and settings
Saves the setup made by the user (eg for panels, columns, settings). This facility is displayed again the next time you start route planning.
- Reset Layout
Clears the user-set layout and restores the default settings.
Each available layer can be selected to show its data on the map.
Which levels are available may depend on the license. Assets level is only available when FleetSystem is active for GPS tracking.
2.4 Panel Data
This panel shows lists from which you can select the records to be displayed on the map.
The lists are filtered according to the filters set in the Settings & Filter panel.
The data records that have a tick in the first column (Show in map) are displayed in the map.
You can further filter and search the data using the auto-filter line. In particular, in the Auto-Filter row, you can filter for records that are currently (not) displayed in the map by setting a value in the "Show in Map" column.
The Data panel contains tabs with different data:
By default, a filter is set to orders without a main participant. The list thus shows all orders that still have to be scheduled.
Shows the tasks from resource planning. Only the location of the order is taken into account.
Shows the assets from FleetSystem
2.4.3 Menu Bar
The following functions are available in the menu bar (depending on the tab):
- Show orders with main participants
If this setting is active, orders that have already been planned are also displayed. It is usually easier to display the associated tasks and only use the Orders tab to select the orders that are still to be planned.
- Show visible ... in map
Shows all data records currently visible in the list in the map
- Hide visible ... in map
All data records currently visible in the list are hidden on the map
- Show all ... in map
Shows all data sets available according to the general filter in the map
Depending on the amount of data, this can lead to long loading times
- Hide all... in map
Hides all datasets available according to the general filters in the map. Use this function to reset the display so that you can reset the filters in a second step.
- Assign object
Is only visible in the Assets tab and only if the route planning was called up from the Handyman Office service desktop for a previously selected object/a previously selected installation location
To assign an asset to an installation location or object, proceed as follows:
- Select the install location/item in Handyman Office in the Service Desktop
- In the Installation location / Object menu, click on the "Route planning" entry
- It starts route planning and puts a filter on the asset list so that only the asset is shown whose ext. ID is identical to the number of the installation location / object
- If an asset has been found, the assignment has already taken place: The icon for installation location or object is displayed in the installation location / object column
- If no entry was found, you can remove the filter, select an asset and assign the asset using the "Assign object" button.
Applies only to the Assets tab.
If an asset has been assigned to a Handyman object (see above), the assignment can be removed again using this button.
Reloads the table data.
2.4.4 Context menu of the list
For a single record in the list, right-click to open the context menu for that record.
2.5 panel routes
Routes can be planned and optimized in the Routes panel. Different routes can be planned within the panel - each in its own sub-panel. You can use route planning to plan daily routes or multi-day routes.
A new route can be created by:
- Click the "New" icon (green plus) in the toolbar of the "Routes" panel
- Click on the corresponding entry in the context menu of a list or an icon. The selected entry is then immediately added to the new route.
2.5.1 Menu bar for the single route
- Copy route
Creates a copy of the route. This allows variants to be created and compared
- Show/hide route on map
Shows the route as a series of connecting arrows on the map
- Transfer route to resource planning
Calls up resource planning, with the order list filtered to the orders of the route. This allows the orders to be easily planned for the desired technician and the desired time
- Delete route
- Optimize route
Arranges the order of the stops so that the driving distance is minimal. Calculating optimal routes is a complex, tedious process that can take longer when there are many stops involved. The system supports optimization of routes with a maximum of 20 stops. Route calculation and route optimization are chargeable. Intensive use of the function can lead to additional costs that go beyond the fixed monthly fee for route planning.
- Minimize route
Minimizes the sub-panels. The function simplifies working with several routes at the same time
2.5.2 Route Planning Features
- Participant selection list
You can select participants for the route. The start and end point of the route are set according to the first selected participant to the home location of the employee or, if this is not defined, to the location of the employee's department.
- Picklists for start and end
- Home location of the employee (if defined)
- Location of employee's department (if defined)
Select this option to manually enter the driving time and distance the employee has to travel before/after the first/last stop. This option is useful, for example, if the journey does not start at the home location or at the department, but the journey time should be included in the total of the route.
- Table with the stops of the route
- Travel time and km are automatically calculated by the system
- Orders and tasks are displayed with the scheduled execution time. The same logic applies as when determining the planned execution time in resource planning.
- The order of the stops can be changed by clicking, dragging and dropping the mouse.
- The totals for the route are shown at the end of the table
- If the sum of hours exceeds the employee's target working time for a day, then the sum is displayed in red font. You can ignore this warning if the route is planned for several days.
3. Usage scenarios
3.1. Compose a route from several new orders
Example: weekly scheduling of newly added orders
- Make sure that the Orders, Engineer Home Locations, and Routes layers are showing on the map.
- Filter the job list to show only the jobs you want to schedule now (e.g. jobs with no main participants in a specific department)
- View all visible orders in the map.
- If there are too many orders for a route, use additional filter criteria or use the setting to limit the display to the current map section.
- Think about which jobs could be well served by which technician.
- Create a new route for the technician
- Add the individual orders to the route one after the other.
- Change/optimize the order and check if the route fits the employee's working time.
- If the route is OK, transfer the route's orders to resource planning.
- Schedule the individual orders there for the desired time.
- Close the route.
- Refresh the order list - this will hide the already scheduled orders.
3.2 Schedule an emergency order
- Select the order to be planned and display it on the map.
- Select all active tasks and display them on the map.
The location of the active task is the best approximation for the employee's current location.
- Create a new route and add the order and an active task. Repeat the process if you want to compare different technicians' travel time from their currently active task to the job.
- Use the resource planning to check the temporal consequences of a rescheduling.
- Open the order in resource planning and schedule the order and any other conflicting tasks.
3.3 Determine the current location of an object
- In the Handyman Office service desktop, select the object
- In the Installation location / Object menu, click on the "Route planning" entry
- The route planning opens: the object is selected in the asset list, the object is displayed on the map.
- The prerequisite is that the object has previously been assigned to an asset .