Adding visits after route optimization

Basic principles

After performing a route optimization, you may need to add new visits to your optimized routes so additional planned visits are included in the route plan at the last minute. These visits will be added to the list of unplanned visits, with a view to their being assigned manually to an existing route of your choice.

In the Optimization page presenting optimization results, click on the + button for the following options:

  • Add visits file containing any visits to be added to the route plan, so they can then be assigned to existing routes
  • Add a visit via a form that you can fill in, before assigning it to an existing route

Utilisation

Adding visits file

This button opens the same visit import window as the one accessed via the My visits page.

  1. Importing the dataset. Find out more >

  1. Choose the calculation sheet containing your visits. Find out more >

 At this stage, you don’t have to set up associations for fields in the file again. However, it is essential that the file of visits to be added has the same structure (the same number of fields, and the same field names) as the visits file imported into the current simulation. Any additional field, or any field with a different name as compared with the visit file imported originally, will be ignored on import.

  1. Locate your visits on the map just as you would following any standard import operation via the My visits page > Location

Assigning visits to be added to existing routes

Once visits have been added, a notification informs you that the process has been successful.

The Optimization page then presents the visits added to the Unassigned list. The assignment of visits is performed as usual in this list:

  1. Click on the … icon in the list (in the last column), and then choose the Force assignment command.

  1. The Force assignment window then allows you to choose the route (resource and date) to which the visit will be assigned, and then to define its sequence number by dragging and dropping the new visit in the list (it is displayed by default at the top of the list).

  1. Repeat this operation as many times as there are new visits to assign.
  2. Finally, save any modifications made to the simulation, using the dedicated button in the toolbar.

Adding a visit (via a form)

Adding a visit

The Add a visit function opens a form in which values can be assigned to all fields common to other visits in the simulation. Included among the required fields is the address geolocation that must be supplied before you can continue entering data and creating the new visit.

All constraints must be assigned values before the visit can be added.

Assignment from the Unassigned list

Once the visit has been added, a notification confirms that any modifications have been saved. The screen then displays the list of Unassigned visits enabling assignments of visits to be made manually and individually to a chosen route. To do this:

  • Use the Infobox tool in the map to click on a route passing nearby to identify it


  • Next, use Force assignment in the list on the left, for the visit that has just been added, to enable choice of the route

Assignment from the routes map

The new visit can be assigned via the other views displaying planned routes, by selecting, and then dragging and dropping the visit in the map. > Find out more

Happy TourSolving!


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