Edit Route Group Pop-up

Select to create the route information in the Edit Route pop-up.

• Name: Enter the name of the route. This field is required.
• Email: Enter the contact email of the person responsible for the route.
• Route Group Time: Enter the route group time range. This is based on the Start and End dates and times you set in the Edit Route Group pop-up.
• Sort Route Stops: Select to sort the route stops.
• Notes: Select to enter a note to add to the route.
• Complete: Select to mark all tasks contained within as complete. This will save the change to the database immediately. The button will appear green and italicized if the route or route group is already considered complete.

• Add Clients: Select to select one ore more clients for the route from the Add Route Clients pop-up. The clients are listed with their Name, ID, and Route Hours. Select the column headers to sort the list of clients by the selected column.

  Note

  It is not required that you add a client to the group before an unassigned task. You can either select to add Route Clients or simply Add Route Tasks that are associated with a client.

  • Show __ entries: If there are multiple pages of clients, use the paging controls at the bottom of the list to navigate through the list, either by selecting the arrow buttons (forward, backward, beginning, end) or by entering a specific page number. Adjust the Show __ entries value to increase or decrease the number of clients to show per page.
  • Show available Clients only: Select to display only those clients with pending tasks.
  • Client Name: To narrow the list, enter one or more characters in the field. Your system automatically updates the list to display only those that match your entry.
  • Select: Select the checkbox next to the client to add the client to the route. Select the checkbox(es) next to all of the clients you would like to include in the current route. You may also select the client names to select them. As you select clients, your system adds them to the Selected Items list at the bottom of the pop-up.
  • Route Hours: Select the clock icon in the Route Hours column to view the dates and times the clients have established routes.
  • Add Selected Items: Select to add the selected to the Route Stops list for the route you are adding or modifying.
  • Cancel: Select to close the pop-up without saving any changes.

• Add Route Tasks: Select to select one or more tasks for the route from the Add Route Tasks pop-up. The tasks are listed with their Type, associated Client, and Date. Select the column headers to sort the list of items by the selected column.

  • Include tasks on other Route Groups: Select to show tasks that have not yet been completed on other route groups, so that you may add those tasks to this route.
  • Limit tasks to the current Route Group's time frame: Select to only display tasks with times that fall within the time range of the current route group.
  • Include completed tasks: Select to include completed tasks.
  • Show available Clients only: Select to display only those clients with pending tasks.
  • Limit to Client: Enter one or more characters or select the Search icon to select a client to narrow the list to tasks assigned to certain clients. Select the name of the client to select it for the filter. Select the clock icon in the Route Hours column to view the dates and times the clients have established routes.
  • Show __ entries: If there are multiple pages of tasks, use the paging controls at the bottom of the section to navigate through the list, either by selecting the arrow buttons (forward, backward, beginning, end) or by entering a specific page number. Adjust the Show __ entries value to increase or decrease the number of tasks to show per page.
  • Select: Select the checkbox next to the task to add the task to the route. You can also select the link to add it to the route.
  • Type: Displays the type of task: Pickup, STAT Pickup, or Shipment. Select the link to add it to the route. Select again to remove it from the route.

  • Add Selected Items: Select to add the selected tasks to the route.

  • Cancel: Select to close the pop-up without saving any changes.
• Expand: Select the arrow button in the Expand column to display more information about the route and the tasks defined for the route stop.
• Properties: Select to open the route stop details.
  • Complete: Select to mark the stop as complete.
  • Optional: Select the checkbox, followed by selecting Save, to mark the route stop as an optional stop. A route stop that is optional will include the text Optional on the route stop list for both the pop-up and tree views of a route group's routes, as well as on the printable PDF route group report.to mark the stop as not required.
  • New pickup cut-off time: Select to specify a time when the pickup will be cut off. Enter time values in the available fields, or select Now to enter the current time, or select Clear to clear the fields. The Edit Route pop-up will update with new statuses of Before Cut-off and After Cut-off. Select Cancel on the pop-up to close it without making any changes. For this setting to appear, you must have the following setting enabled: When assigning a task to a route, notify the user when adding tasks after a stop's cut-off time.
• Remove: Select the minus sign button next to the route to remove it from the list.
• Save: Select to save the changes you made to the route. If you added a route task to a route group, it will no longer display in the list of unassigned tasks.
• Delete: Select to delete the route from the route group.
• Cancel: Select to return to the Edit Route Group pop-up without saving changes.