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Transfer Planner: Transfer Routes

Distributor steps for creating transfer routes in Encompass for the Transfer Planner by adding a route type and its routes. Requires v22.01+.

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Written by Bailey Naas-Thornton

Minimum Version Required: 2201

Steps

How to create Transfer Routes

  1. Using Universal Search, navigate to the Route Type table
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  2. Click the Add Route Type button
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  3. Enter values to all required and applicable optional fields displayed in the Add Route Types form and click the Add Record button when complete
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  4. Click Sub Tables then select Routes
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  5. Click the Add Routes button
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  6. Enter values to all required and applicable optional fields displayed in the Add Route form and click the Add Record button when complete
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