Tourplanning+ module

Introduction

The Tourplanning+ module helps you plan and optimize how your employees drive between places/tasks. F.ex. if you have 5 employees who need to visit 50 places/tasks in the next week, in which order should these places be visited in order to minimize the time spent driving?

You select a period and some users, and you are then presented with a map showing the existing planning and how the employees should drive; you can then optimize the route to find better routes.

You can add unplanned tasks to the routes, and these will then be included in the optimization.

You can manually change the routes, usually after optimization, if you have very special needs that Microbizz cannot handle. The routes are not saved automatically, so you can experiment all you like.

What’s in this module?

There is only 1 page in the module, this shows the map with the routes. There are a few configuration settings.

Get started

The first thing to do is to setup the URL and password etc for the optimization server. This is something only Microbizz should do.

Once that is done you can start using the module.

Workflows

Optimize existing plannings

Select the users and the period. The map and calendar will update accordingly.

Click on the Optimize button, and review the suggested routes. Save if you are satisfied.

Find an good employee/date for an adhoc task

Select the relevant team and the period where it is acceptable to plan the task. The map and calendar will update.

Open the calendar (click on the calendar icon in the top right corner of the map), and click on the Add unplanned tasks button.

Search for the task and add it to the “unplanned leg”.

Click on the Optimize button, and review the suggested routes. Save if you are satisfied.

Limitations

There are a few limitations to the route optimization algorithme:

You cannot optimize more than approx. 1500 places/tasks/plannings at one time
All plannings and tasks must have a geo location and an estimate
All plannings and tasks mut be in the same country
All users must have a geo location