Once the objects (accounts...) to visit and the resources have been geocoded, and their constraints defined, it will then be possible to define the geoscheduling perimeter. This consists essentially of defining:
- which resources are to be optimised
- the time window (one or several days) to be optimised
- the accounts qualifying as candidates for visits, either from a view, or according to a specific filtering action
Once the perimeter has been defined, it will be visible in a list and a map. You can then confirm the perimeter (or deselect certain accounts) and run the optimisation.
Define the constraints on accounts, define constraints on resources, Localise/Geocode resources, are indispensable pre-requisites before you can define a perimeter to optimise and run the optimisation. You must therefore have followed these preparatory steps before you can optimise your routes.
You may also have defined events beforehand in the agendas of the resources to optimise. These events must also be qualified (appointment or unavailability), localised, and their status must be defined so the optimisation engine can take them into account under the right conditions (move any planned appointments, take into account unavailabilities and confirmed appointments, calculate the next visit date for regular recurring appointments depending on the last appointments completed...). Refer to the Help item explaining how to Create, localise and manage events.
> Geo-scheduling tab > Optimization
The Optimization tab allows you to define the perimeter to optimise and to run the optimisation for one or several days for one or several resources and for all the accounts to visit.
Define the perimeter to optimise
A three-step wizard allows you to define the perimeter to optimise:
- The first step allows you to Select the human resources you want to optimize. In the list on the left, select from Available resources those to be included in the optimisation, and then click on the button to Add them to the list of Selected Resources.
- In the second step, you need to Select the period you want to optimize, via a time window in terms of dates. Choose the start and end date for the period to optimise. If you only want to optimise one day, select the same start and end date.
- The third and last step allows you to Select accounts you want to optimize:
There are two ways to select accounts:
- through the choice of a predefined view in the drop-down list, that will constitute the list of candidate accounts to be visited for the set dates time window and the selected resources.
- in addition, a second filtering step can be defined containing up to 5 conditions based on a Field + Operator + Value sequence that can be freely defined:
Once the three steps have been defined, the Check perimeter content button applies the filters and presents the list and the map of accounts to visit.
List of accounts for the defined perimeter
The list of accounts can itself be filtered a second time, by unchecking the accounts in the list (they will not then be transferred to the optimisation engine). All the lines in the list can also be selected/deselected using the check-box at the top of the table listing the accounts (first column).
The Remove selected button resets the perimeter and invites you to redefine another one.
Map of defined perimeter accounts
The map under the table localises the accounts for the perimeter defined, and updates automatically if the lines of the table are deselected.
As for all interactive maps proposed in Opti-Time for Salesforce, it is possible to:
- zoom-in, zoom-out using the mouse wheel and pan the map by clicking and dragging in the map;
using the Layers icon at the bottom right of the map:
- display the map background of your choice (Map, Satellite, Terrain)
- display the status of the traffic network (Traffic conditions)
- display the public transport network (Public transport)
- display any traffic incidents (Display traffic incidents)
Once the perimeter has been validated, click on Optimize at the bottom of the table to run the optimisation calculation for the defined perimeter.
The History tab that then displays a notification indicating that the optimisation has been sent to the server, and then allows you to track the optimisation in progress.
More Opti-Time Help...
Consult Opti-Time Help to find out how to:
- Track the optimisation in progress
- Analyse the optimisation summary
- Manage the optimisations history
- Define account constraints
- Define resource constraints
- Geocode resources