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Copy Routes to New Route Version

Distributor steps for copying routes and their stops to a new Route Version in Encompass from the Routes table. Needs Route Edit permission and an existing Route Version; v21.01+.

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Written by Bailey Naas-Thornton

Minimum Version Required: 21.01

Pre-Conditions

  • The New Route Version record must be created.
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  • Required Permission - Route Edit

Steps

Copy Routes To New Route Version
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1. Start by navigating to the Routes table using the Universal Search bar.
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2. Filter the Routes table to the routes you would like to copy.
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3. Scroll to the bottom of the page and select 'All Records' to ensure all routes are displayed.
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4. At the top of the page, click 'Subtables'.
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5. Click 'Copy Routes'
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6. On the Table Copy screen, scroll down and select the new Route Version you would like the selected Routes copied to.
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7. At the bottom of the screen, review the 'Sub Tables to Copy' section. To start with new Route Metrics for the new Route Version, uncheck the Route Metrics Sub Table.
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8. Check the 'Stops' Sub Table to copy all of the stops associated with the selected Routes.
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9. Click 'Copy Record'. New Routes and Stops will then be generated under the new Route Version.

Best Practices

  • New Routes and Stops records will be generated under the new Route Version. Make any edits to Route assignments, stops, etc. on the new records generated.

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