Minimum Version Required: 24.02
Pre-Conditions
The Holiday Routing App must be installed.
Steps
Holiday Routing App
1. If you have not done so already, install the Holiday Routing App. For instructions to install the Holiday Routing App, visit Help Resources - How to install the Holiday Routing App.
2. Visit the Holiday Routing Workflow and Best Practices dashboard.
a. The Holiday Routing App will automate steps 2 and 3 listed on the Holiday Routing Workflow and Best Practices dashboard.
3. Go to the 'Customers Holiday Routes' table using the Universal Search bar.
4. Click "Add Customers Holiday Routes"
a. Events are automatically moved based on the data in the Customers Holiday Routes table.
b. Or, to bulk import data, use the Add Customers Holiday Routes Import Routine.
5. Enter the Holiday Type.
a. This is a text field that can be named anything that will make the Holiday Type easily recognizable. For example, "Monday Holiday Week", "Monday Short Week", "Memorial Day", or "Thursday Holiday Week".
6. Enter the Stop ID.
a. The Stop ID field is the stop you want to move during the holiday week. If a Customers Holiday Route record does not exist, the associated event for that stop will not be moved.
7. Enter the Move to Route.
a. The Move to Route field is the route that you want to move the event to.
8. Click "Add Record" once all fields have been entered.
The example below displays Customers Holiday Routes records that will move Events from Thursday to Friday for the "Holiday - Monday" - Holiday Route Type
9. Once Customers Holiday Routes records are created, complete step 1 and 2 listed in the Holiday Routing Workflow and Best Practices dashboard.
10. Once plans have been created from step 2 in the workflow dashboard, Navigate to the Plan Optimizer dashboard and click the "Holiday Routing App" button.
11. Enter the start date of the holiday week, this would typically be the Saturday before the holiday.
12. Enter the end date of the holiday week, this would typically be the Friday of the holiday week.
a. Do not enter a start and end date range of more than 7 days.
13. Select the Holiday Type from the drop-down.
14. Click the "Update Plans" button.
a. If you receive a list of Stops that do not have an Event, it is likely that these are Events that were not generated due to the holiday week not being in the same Phase as the phasing on the Stop. In other words, the Stop listed is likely not a phase-all Stop. If there are stops that should have an event, generate plans before continuing.
15. Click "Continue".
16. Complete steps 5 through 7 in the Holiday Routing Workflow and Best Practices Dashboard.
Fields And Definitions
Customers Holiday Routes Table - used to move events that are linked to the StopID (Events.StopID = CustomersHolidayRoutes.StopID)
Fields:
Customers Holiday Routes ID - Unique ID for the Customers Holiday Routes record. This is system-generated.
Holiday Type - Text field describing the holiday. Use names that make sense to you and your organization. Ex. Memorial Day, Monday Holiday Week, Location A - No Monday.
Stop - Stop ID from the Stops table. The stop / route that needs to be moved to a different day.
Customer - This is a virtual field that populates from the Customer on the Stop.
Move From Route - This is a virtual field that populates from the Route on the Stop.
Move To Route - Route where the Event should be moved to. When moved, the Event will move to the user assigned to the Route and to the Day of Week on the Route.
Sequence - The Sequence or stop number that will be set on the Event when it is moved.
Best Practices
Do not create Customer Holiday Routes records for stop / events that you do not want to move.
Only use a date range of no more than 7 days
Examples using Saturday, 5/25/2024 though Friday, 5/31/2024:
Move From Route = A 101 Mon and Move To Route A 99 Sat would move the event from Monday, 5/27/2024 to Saturday, 5/25/2024
Move From Route = A 101 Mon and Move To Route A 101 Tues would move the event from Monday, 5/27/2024 to Tuesday, 5/28/2024