Creating an optimization template allows you to automate geoscheduling for a regularly recurring routing operation or activity. The software will then be able to run the geoscheduling operation every week for the following week, or a period as defined by the user, for the defined perimeter.
> Geoscheduling tab > Optimization tab
In this tab, you can select an existing template to use, or create a new one. The template should be assigned a name, and will take the optimization perimeter chosen subsequently (resources to optimize, the period to optimize, accounts…). See also Define the perimeter to optimize.
The choice of an optimization period is slightly different to choosing to optimize without a template: when not using a template, you will be able to choose a shifting optimization period, rather than having to stick to set dates: for example, Day + 7 to Day + 15 in relation to the date at which the optimization is run.
Once the template is configured, you can save or use it. For an automated utilisation you will need to proceed via the Scheduled Task tab.
> Geoscheduling tab > Scheduled task tab
The Scheduled Task tab allows you to view existing templates, or templates that have already been used, to delete, edit, or again to create a new one using the Create button at the bottom left of the screen. The Frequency option indicates how often the optimization is to be run (here, every Sunday) and the execution date for the follow-on optimization.
When the user selects the Create option, they will need to define a certain number of elements.
Naming and selecting the optimization template
The automated task should be named, and the optimization template that defines the perimeter to optimize should be selected. The latter must have been created beforehand via the Optimization tab.
At the end of the automated optimization choose one of two options:
- No validation for the proposed routes. It is up to the user to go and validate them manually.
- Automatic validation. This validation is applied at the end of the optimization, or can be programmed X hours after the end of the optimization, giving the planning personnel the time needed to upload any modifications. The events will then display as being Planned or Confirmed, depending on the option chosen.
The user will need to define the cycles of repetition for running the optimization. This optimization can be run every day of the week, or only on one day as indicated by a check-box. It can also be run on day X of each month, or on the Xth day of the week of each month, depending on the option chosen.
The start time is the time at which the optimization will begin. The start and end dates specify the first and last dates when automated optimizations will be run.
Click on Save to validate the template created.
More Opti-Time help...
Consult Opti-Time for Salesforce Help to find out how to: