en	Plans and routes: create a routes plan, apply zoning, optimize routes, export routes (roadmap, mobile, GPS etc.)

en	planning, route

en	Plans and Routes Management

en	General points and interfaces

en	A plan allows you to organize your routes, assigning each vehicle *n* visits along ordered and planned routes. The plans page allows you to:

en	**view** your destinations, zoning and routes,

en	**manage and modify** your routes intuitively, mainly by moving your destinations between the routes displayed,

en	**optimize** your journey, using our calculator,

en	easily **export** your plans to your connected mobiles or GPS devices.

en	:numref:`plan_overview_600`

en	Route plans.

en	On the left, the **interactive map** allows you to view your zoning, your stops and your routes. To the right, the **plan dashboard** is divided into several parts on which you can:

en	View the characteristics of the plan (name, configuration of the vehicles, assigned zoning).

en	View the summary of the planned routes in time, distance and carbon emissions.

en	View unplanned stops, i.e. not assigned to a vehicle.

en	View the route of each vehicle with its stops.

en	The use of these elements is detailed in the following sections.

en	A number of additional features are provided for greater ease of use.

en	Vehicle display

en	Thanks to their GPS devices, your vehicles can be seen on the map. You can also disable this feature. To do this, on the top left of the map, click on the "layers" icon, then uncheck "vehicles" :numref:`app-plannings-map-display_vehicle-num-600`.

en	View the vehicles on the interactive map.

en	Create a routes plan

en	To create a new plan, click on the "Plans" menu. Then select "New". :numref:`create_new_planning_menu_600-2`.

en	Create a new plan.

en	The following page appears :numref:`app-plannings-new-num-full-768x518`:

en	Create a plan.

en	Use

en	**Name(*)**: use this field to name the plan for your own convenience.

en	**Vehicle configuration (*)**: (if multiple configurations enabled) select the desired configuration for your vehicle fleet. Drivers, vehicles, work schedules, rest periods may vary depending on the day or according to your activity. Each configuration allows you to define a general setting for a set of vehicles. The various parameters of the vehicle configuration are presented in the chapter on "Vehicle Management".

en	**Reference**: provide a unique free text reference.

en	**Date**: fill in the scheduled date of the plan, in order to facilitate automatic exports to the mobile devices configured in your settings.

en	**Tags**: tags allow you to create a schedule with a specific subgroup of destinations. Activate the drop-down menu of the "tags" field; the set of existing tags appears. By default, no filter tag is chosen, so all your destinations are sent to the plan to be created. To filter destinations use tags; you can use two additional modes:

en	"ALL": select "all" from the drop-down menu. Choose one or more filter tags; only destinations associated with all filter tags will be included in the plan. For example, if when creating your plan you choose to filter with the tags "A" and "B", destinations associated with both "A" and "B" tags will be displayed in the plan. Customers with no tags, customers associated only with tag "A", destinations associated only with tag "B" or destinations associated with other tags will be excluded. :numref:`app-plannings-create_tags_all`

en	"OR" : Select "or" from the drop-down menu. Choose one or more filter tags. Only customers with at least one of the chosen tags will be proposed in the plan. For example, with tags "A" and "B" chosen as filters, only destinations with only tag "A", or only tag "B", or with both tags will be used in the plan. :numref:`app-plannings-create_tags_or`

en	**Zoning**: if you have already created one or more zonings, you can select it/them from the drop-down list (description in the chapter on "`Zoning management <05-zonings.html>`_"). If a zoning is still to be created, you can associate it with your plan later. This field is optional for creating your plan.

en	**Create Plan**: click the "Create Plan" button to validate the entry.

en	Once the entry has been validated, the interactive map is displayed with all the geocoded clients, giving you the possibility to reorder and optimize your routes (details in "Optimizing routes" chapter).

en	Routes plan list

en	You can view the list of plans created by clicking on the "List" item located in the "Plans" menu :numref:`mapotempo_dropdown_menu_list_600-300x181`.

en	Access the list of plans.

en	The following actions are possible from this page :numref:`mapotempo_listing_plans_600-1-1024x338`:

en	List of plans.

en	"Edit" allows you to access and edit planning information.

en	"Destroy" a plan. You can select the plan you want to destroy by checking the box and then clicking "Destroy".

en	"Duplicate" allows to create a copy of the plan by taking all its information (name, zoning and routes etc.).

en	Generate or send iCal calendars by email. iCal is the file format read by most calendars. Calendars allow you to schedule your deliveries on an electronic calendar. In other words, the file contains the dates and the times of passing each point of your tours (information of the plan).

en	To generate the iCal for a plan, check the desired plan box. Click in the "Calendar iCal" drop-down menu.

en	To send an iCal by email to each vehicle driver, check the box of the desired plan. An email is sent to the driver whose email address is defined for the vehicle (see vehicle chapter). The driver receives the calendar corresponding to his route and can load it onto his mobile device (phone, tablet). He can launch the GPS navigation by a simple click from his calendar.

en	"Spreadsheet CSV/Excel" allows you to activate the window to export the routes whose plans are checked, in csv or Excel format.

en	:numref:`app_export_to_spreadsheet`.

en	Export a plan to a spreadsheet.

en	Via the "Export to a spreadsheet" window, you can configure the export of the file. By checking or unchecking the boxes, you can add or remove additional stops (a) (unplanned stops, stores, breaks, inactive stops). Through a drag & drop, you can select the columns to export (b) as well as the format (c) to download the file (Excel or CSV).

en	Creating a Plan

en	Optimize routes

en	To access the plan page and optimize your routes, click on the "Plans" menu. From the menu, select the desired plan or create a plan by clicking on "New" (description in the "Create a plan" chapter).

en	Apply zoning

en	Once the plan is selected or created, an interactive map appears with your geocoded destinations. If no zoning is applied (1), your destinations appear as gray dots on the map (2) and "unplanned" in the dashboard on a red background (3) :numref:`planning_mapotempo_600`.

en	Plan without zoning.

en	Select your zoning from the drop-down list (1). The sectors appear on the map (2). Each sector makes it possible to assign points to a vehicle geographically. :numref:`selection_zoning_mapotempo_600-1`.

en	Select a zoning.

en	You can apply the selected zoning by clicking the "Apply Zonings" button (1). Your routes will appear on the interactive map in addition to your zoning (2). The points are assigned to routes (3). A plan report is then visible (4). This report shows the total number of stops, distances, durations and carbon emission rates of all the plan routes. These routes are ready to be optimized. Your zoning and routes are saved in your plan. :numref:`apply_zoning_mapotempo_600`.

en	Applied zoning.

en	Optimization

en	The application of zoning makes it possible to automatically connect destinations to visit by zone but without optimizing the itinerary. You can order your routes manually (1) or optimize them automatically (2).

en	Manual scheduling

en	When you move the mouse over the sequential number of the stop in the list, a "small hand" appears to indicate that the stop is moveable. Click and drop it in the desired order via a "drag-and-drop" :numref:`app-plannings-my_plans-03_edit_manual-num-600`.

en	Move a stop on a route.

en	Automatic Optimization

en	When optimization is launched (of all routes |boutonoptimisation| or of one route |bouton_optimisation_tournées|), a window opens.

en	Modal optimization window.

en	Keep all visits in the same routes: you can choose to keep the same stops in a route. If you choose "no", the routing engine optimizes all the visit points according to your number of vehicles.

en	Put unchecked visits at the end of route: If "no", the unchecked visits keep their optimal place in the route.

en	Authorize delay for visit; can be modified on request to support

en	Router dimension: according to settings defined in the menu Vehicles > VehicleName ("Light Vehicle-shortest", "Heavy vehicles-Fastest, etc.)

en	Authorize delay for vehicle : can be modified on request to support

en	Force start vehicle early: can be modified on request to support

en	Authorize overload of deliverable unit (here, "m3") : according to the settings defined in Vehicles > Deliverable units and in each vehicle, Vehicle > VehicleName in the Capacities.

en	Optimize a route

en	If you want to optimize only one of your routes, you can click on the button.

en	For example, if you have 4 routes in your plan, you can optimize the route of your choice. This button is located above each of the routes. The operation is therefore possible for each of them.

en	Manual scheduling and automatic optimization systematically update the journey time and distances traveled.

en	List of icons in the plan and routes box

en	Icons for actions and information on the plan including the routes :numref:`mapotempo_spread_out_plan_full-254x300`.

en	Deploy the plan panel.

en	Using the plan "Deploy" button |déployer|, you can display all the routes of your plan in full screen with the following view :numref:`spread_out_plan_full-1024x368`.

en	Plan deployed in full screen.

en	The routes are displayed with greater clarity. If you click on one of the stops, you can open a pop-up summarizing information about the stop (vehicle assigned, name of the point visited, address, time slot, schedule). To return to the standard view of the plan, click on the |déployer| button.

en	|minifier\ This button displays only the interactive map on the screen. To display the plan and the interactive map again you have to click again on the same button :numref:`icon_plan_routes_1-300x148`.'

en	Buttons in the route box.

en	|arrêt| 1188/1199 stops indicates the number of planned stops out of the total number of stops.'

en	|vehicle| Indicates the number of vehicles used out of the total number of vehicles.'

en	|horloge| 36:10 shows the duration of all the routes of the plan.

en	|icôneroute| Indicates the total distances to be covered on the plan routes.

en	|speedometer| Indicates the average speed of the whole routes

en	|emissioncarbone| Indicates the CO2 emissions of the plan routes if CO2 emissions and vehicle consumption have been filled in (see chapter "Vehicle management" in section "Vehicle settings").

en	|deliverable_unit| indicates the number of units delivered out of the total vehicle capacities.

en	|boutonoptimisation| Launches automatic optimization of all the routes or of individual routes in the plan. Optimization can be applied to all stops on the route or only to active stops on the route.

en	|visualisation| Allows you to view or hide all planned routes and stops.

en	|masquer| Activates if unplanned routes or stops are hidden on the plan and interactive map.

en	|verrouiller| Allows you to lock or unlock all plan routes and unplanned stops. If the routes are locked, they will not be affected by any changes. Optimization cannot modify a locked route.

en	The following icon |verrouverrouille| is activated over unplanned routes or stops that have been locked. It should be noted that locking allows manual movement of a point. (Example: moving a point from one route to another).

en	|boutonexport| Allows you to export the plan in different formats (see chapter "Export Routes").

en	|insertionmasse| Allows bulk assignment of unplanned stops with one click. If those stops are inserted in routes, those routes will no longer be optimized. The mass assignment of unplanned stops is limited to 20 stops. It is nevertheless recommended to use zoning to assign your stops more precisely (see chapter "Zoning Management").

en	Unplanned stops are sorted alphabetically and by number. In other words, stop names composed of letters are sorted alphabetically. If stop names are composed of numbers, the number will be taken into account for sorting. Example: "Home 1" will be ranked before "Home 9" :numref:`mapotempo_alphanumeric_order_600-240x300`.

en	Alphanumeric classification of unplanned stops.

en	Whole-route actions and information icons :numref:`app-plannings-routes_icons`:

en	Icons and action button related to the route.

en	The |pinceau| / |pastille| icon allows you to customize the color of the route (by default, the color of the route is that of the vehicle).

en	The |modifiervéhicule| icon displays the "Vehicle Settings" page.

en	The |bouton_optimisation_tournées| icon allows you to launch automatic optimization on the route of your choice.

en	The |visualisation| icon makes it possible to hide or display the destination of the route on the map and on the plan.

en	The |verrouiller| icon allows to lock the route so that the global operations on the plan do not affect this route. For example, optimization will not alter the locked route. Manual modifications continue to be accepted. (E.g. moving stops to the list of unplanned stops or to another route).

en	The |boutonexport| icon allows you to export the route in different formats (description in the chapter "Export routes").

en	The |horloge| 4: 39/8: 00 icon shows the expected duration of the route, compared to the duration of the driver's activity (also known as the "Vehicle time windows").

en	The |icôneroute| icon indicates the distance to be covered on the route.

en	Information icons or actions on stops:

en	|numéro| indicates the position in the route; only the points visited are numbered.

en	|activation| enables the point to be taken into account or ignored when calculating the route. When the box is unchecked |deactivation|, the point is inactive. These inactive points will be taken into account during optimization depending on the type of optimization chosen.

en	The |modifier| icon enables you to display the "Edit destination" or "Edit store" page according to the type of point selected.

en	The |visualiser| icon allows you to zoom in on the selected destination and display it with its information.

en	The |glisserdéposer| icon allows you to drag-and-drop to change the order of destinations in the routes.

en	Export Routes

en	Our tool allows you to export all your tours individually or simultaneously in different formats.

en	Exports via printouts, spreadsheets, and GPX / KML tracks (for GPS models connected by cable) are always available. If you have a mobility partner configured, its export options appear in the drop-down menu. Each vehicle must be linked to the corresponding mobility device :numref:`app-plannings-my_plan-export-1-240x300`.

en	Export Routes.

en	Supported mobility partners

en	Mapotempo Live

en	Alyacom

en	Masternaut

en	Teksat

en	TomTom WEBFLEET

en	Trimble

en	SuiviDeFlotte

en	Notico Deliv

en	Praxedo

en	Export options

en	|inverser| Reverse order of stops: allows easy creation of loading lists, for example.

en	|mobile| Send to TomTom as waypoints: sends all stops in a tour to the associated TomTom device, as a single TomTom order passing in front of each stop.

en	|mobile| Send to TomTom as Orders*: sends all stops of a route to the associated TomTom device, in the form of multiple TomTom orders.

en	|mobile| Clear TomTom*: clears previous routes from your TomTom GPS device*.

en	|imprimer| Print: allows you to print your routes in the form of road maps to give to your drivers.

en	|tableur| Spreadsheet CSV / Excel: allows you to export your route in a spreadsheet.

en	|mobile| GPX Route: list of way points, sent to the GPS device of your vehicle in GPX format; your GPS can calculate your route.

en	|mobile| GPX Track: exact track of the route to take, proposed by our application, sent to the GPS of your vehicle in GPX format.

en	|mobile| KML Track: ditto, in KML format.

en	|email| KML Track by email: ditto, sent to the email address registered for the vehicle doing the route.

en	|calendar| iCal calendar: provides a download link for the .ics file. You can also copy this link via "right-click" > "copy link address".

en	|email| iCal calendar by email: sends .ics files to email addresses that have been entered for vehicles.

en	TomTom*: or other mobility partner, with these features available.

en	The date of the last data transmission is also shown.

en	:numref:`app-plans-export_sent_time`

en	Date of last transmission of GPS data.

en	Interfacing with Notico Deliv

en	After getting your logins from Notico Deliv', you have to go to "Global settings" page to save them.

en	These logins allow our application to send route plans and all necessary information to the Notico server. :numref:`app-plans-export_notico_param`

en	In the Notico Deliv interface, in the "Configuration" menu then "Delivery drivers", you have to create or identify the delivery driver ID :numref:`app-plans-export_notico_param_id`

en	Next, so that each route can be sent to each vehicle, the unique vehicle ID needs to be saved via the "vehicle configuration" page in our application. :numref:`app-plans-export_notico_vehicle_id`

en	Once this information is saved, for each vehicle it is now possible to send a route directly to Notico Deliv '. On the displaying routes page, just click on the routes export icon and then click on "Send to Notico Deliv" :numref: `app-plans-export_notico_plan`

en	You can now find your routes in Notico Deliv:

en	Interfacing with Praxedo

en	Configuration within Praxedo

en	After getting your logins from Praxedo, you have to go to the Praxedo site to configure some data beforehand.

en	At least one tag must be defined for interventions (otherwise Praxedo doesn't take this stop into account) and respect the format: “praxedo:CODE_TYPE_INTERVENTION” (CODE_TYPE_INTERVENTION must exist in Praxedo). Example below « praxedo:LIV »

en	A "START" and a "STOP" tag must be created for the departure and arrival stores.

en	:numref:`app-plans-export_praxedo_type_intervention`

en	In the Praxedo interface, in the "Setup" menu, then Equipment type, you need to create or identify the code for the equipment type.

en	:numref:`app-plans-export_praxedo_equip_code`

en	In the Praxedo interface, in the "Administration" menu then "Technician", you need to create or identify the ID for each technician, and the synchronization ID, needed for the mobile application.

en	:numref:`app-plans-export_praxedo_tech_id`

en	Configuration within Mapotempo

en	The following criteria must be met for Mapotempo to send data that can be understood by Praxedo:

en	"More than one visit per destination" mode must be enabled (option can be activated upon request)

en	On the "Global settings" page, you have to save your Praxedo logins. These logins allow our application to send the route plans and all necessary information to the Praxedo server.

en	:numref:`app-plans-export_praxedo_param`

en	For each route to be sent to each of the vehicles in question, go to the "vehicle configuration" page in our application and save the unique ID for the vehicle corresponding to the "technician code" in Praxedo.

en	:numref:`app-plans-export_praxedo_vehicle_id`

en	For each visit:

en	A reference on the destination can be defined (to be completed when importing). It will be sent to Praxedo to identify the equipment name (equipmentName)

en	A quantity must be associated to the visit (to be picked up by Mapotempo). Sending to Praxedo, if the quantity exists on Mapotempo side for the route in question, it is updated.

en	A reference can be defined. It will be sent to Praxedo along with the "Code of material to be delivered"

en	Then, once that information is saved, for each vehicle, a route can be sent to Praxedo directly. On the routes display page, just click on the routes export icon and then click on "Send to Praxedo" :numref: `app-plans-export_praxedo_plan`

en	You now can get your routes in the Praxedo web application, and transfer each route to your technicians' mobile devices. :numref:`app-plans-export_praxedo_home`

en	Exporting routes to an Android mobile via the Waze app

en	Via the tool, you can send the plan routes to a mobile to schedule them on your calendar and use them on a mobile GPS navigation application called Waze.

en	Prerequisites: you will need to install the Waze app from Play Store.

en	Activate geolocation on your phone via the task bar :numref:`ap_activate_localisation`.

en	Enable geolocation.

en	Launch the Waze application. Press the "Next" button :numref:`app_activate_waze`.

en	Launch the Waze application.

en	Slide your finger from the bottom up and click the "Accept" button :numref:`app_accept_licence_waze`.

en	Accept the license.

en	The application home screen appears :numref:`app_waze_home`.

en	Home.

en	Press the magnifier icon in Waze to bring up the application menu :numref:`app_waze_menu1`.

en	Menu.

en	In the menu, press "Planned drives" :numref:`app_planned_drives`.

en	Planned drives.

en	Press "Synch Calendar events" to start synchronization between Waze and the calendar :numref:`app_sync_calendar_events`.

en	Synch Calendar events.

en	Exit the Waze application.

en	Sending iCal file to Android mobile

en	The file in iCal format will allow you to import your tour into your mobile's calendar, then to the Waze GPS.

en	On the Plan tab, select the Plan from the drop-down menu containing the route to be sent :numref:`app_select_plan`.

en	Access the routes plan.

en	The "Edit plan" screen appears. Click the |button_export| icon.

en	From the drop-down menu, select "Calendar iCal by E-Mail" :numref:`app_ical_mail_dropdown_menu`.

en	Sending the iCal calendar by email.

en	The route is sent by e-mail to the address entered in the vehicle settings. (See the vehicle configuration). A confirmation message is displayed at the top right of the interactive map :numref:`app_confirmation_sent_ical`.

en	iCal file sent successfully.

en	On the smartphone, you receive an email in the following form: :numref:`app_email_ical`.

en	E-mail received with link to the iCal file.

en	Emails can sometimes end up in junk or spam email folders.

en	Click on the email link.

en	Click on the framed link, the smartphone offers to open the file with the browser of your choice :numref:`app_choice_browser`.

en	Choose a browser to start downloading the file.

en	Select the desired browser icon; the browser window opens and then the download starts :numref:`app_ical_download`.

en	Downloading.

en	Once the download is complete, check the notification bar (swipe your finger from the top to the bottom of the screen to bring up the notification bar). The downloaded iCal will be visible :numref:`app_notification_bar`.

en	File download reported in notification bar.

en	Tap the iCal file in the notification bar.

en	Depending on the Android mobile, there are different calendar apps to exploit the iCal file data.

en	Importing data into an S Planner (Samsung mobile) calendar

en	The mobile will offer you to import or save the iCal data in S Planner (the default Samsung Android calendar). Tap the "Save" or "Import" button depending on the Android version :numref:`app_import_destination_s_planner`.

en	Import the iCal data into S Planner.

en	When first used, you are asked to allow the S Planner application to access the files on your device, tap "AUTHORIZE".

en	Customers are imported into the S Planner calendar :numref:`app_destinations_import_splanner2`.

en	Destinations imported into S Planner.

en	The route is displayed in S Planner on the date of the plan in Mapotempo. Go to S Planner to view the route.

en	In the calendar, tap the date of the route you are interested in :numref:`ap_calendar_select_day`.

en	Select the desired route date.

en	A window appears with the route, and then tap the first point of the route :numref:`ap_select_first_point`.

en	Tap the first point of the tour.

en	In the form for the first point on the route, tap the point's address in the "Location" field. It is suggested that you open the file with the Waze application. Select "Open file with Waze" or tap the Waze icon. (Choose "once" or "always" depending on your needs). :numref:`ap_open_with_waze`.

en	Open the file with Waze.

en	The address opens in Waze. Tap the first address shown. :numref:`app_list_destination_waze`.

en	Select the first address shown.

en	The form for that waypoint is displayed. Click the "Go now" button :numref:`app_data_point`.

en	Start the navigation.

en	Navigation starts.

en	Have a good trip