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 defines the perimeter to optimize, and runs the optimization for one or several days, resources, or roles, and for a group of customer accounts to visit.
Define the perimeter to optimise
A three-step wizard allows you to define the perimeter to optimise:
- The first step is to Select the human resources you want to optimize. You can choose to define specific resources, or all resources with the same role. Click in the interface menu bar to display the list of resources or the list of roles depending on the option checked, and choose which ones are to be optimized. They display in the bar.
- 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:
Select a customer account in one of four ways:
- choose a predefined view in the first drop-down list, this being the list of customer accounts that qualify as candidates for a visit within the set date range and for the selected resources;
- you could also choose a report created in the past;
- using customer accounts that have not so far been planned for a visit, you can choose an optimization on which to search the list of unplanned visits;
- in addition, a second filtering action can be defined containing up to 5 conditions based on the combination of Field + Operator + Value that can be freely defined as required:
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)
Option to Ignore last visit date and frequency
This option to check allows you to ignore the visits history for the accounts to geoschedule. Scheduling will not take the last visit date or the visit frequency into account for the accounts to be visited. When this option is checked, the last visit date will not be updated with the planned call-in.
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