Routing Schedule

A routing schedule runs route optimization for you at the times you choose. Instead of opening the Visit page every morning, picking a configuration profile and clicking Optimize, you set the schedule once and the result is ready by the time your team needs it. It is the routing counterpart of Task Schedule: the same repeat cycles, applied to route optimization instead of task creation.

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When to use it

A routing schedule is worth setting up when a hub’s routing follows the same pattern every day:

• The route must be ready before anyone is at a desk. A schedule set for 04:00 runs at 04:00, whether or not anyone is signed in.
• Nothing about the daily run is a decision. Same profile, same hub, same time, so clicking Optimize by hand adds nothing.
• Drivers should get their route at a predictable time. Runs happen on the minute they are scheduled, so routes reach field workers at a consistent hour.

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What happens on each run

When a schedule comes due, the following happens on its own:

1. The visits are collected. Every active visit at the profile’s hub is included, both those still waiting to be assigned and those already in progress. There is no extra filter to set.
2. The configuration profile is read. The vehicles, geotags, constraints and optimization settings all come from the profile you selected. The hub comes from it too.
3. The optimization runs, and the outcome is saved as a normal routing result in Planning › Routing › Result.
4. The routes are dispatched, but only when Auto Dispatch is on for the schedule. Otherwise the result waits for you to dispatch it by hand.

Every run records what it did. The outcome of the most recent run appears in the Last Execution column of the schedule list.

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What a schedule does not change

• Results look the same. A scheduled result is created, named and stored like a manual one, and you work with it the same way: open it, review it, move visits and dispatch it.
• Drivers do nothing differently. Dispatched routes arrive in the field app as they always do.
• Manual optimization still works. You can still optimize a hub by hand at any time, even when it has a schedule.

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Permissions

The Routing tab and each of its actions has its own permission, granted per role in Settings › Permission under Routing Schedule: Without View Schedule, the Routing tab shows You don’t have access. The four permissions are linked. Turning on Create Schedule, Edit Schedule or Delete Schedule also turns on View Schedule, and turning View Schedule off turns the other three off.

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Before you start

A routing schedule points at a configuration profile, so the profile must exist first and must be usable. See Configuration for how profiles are set up.

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In this section

• Creating a Routing Schedule
• Managing Routing Schedules