Modifying a simulation manually

Basic principles

The optimization results page shows all routes for the period defined in the form of a list, a map and a planning or Gantt chart.

If required, manual modifications can be applied to the simulation:

Utilisation

Moving a visit in a route 

A visit can be moved in a route, by moving  it either vertically in the list, or horizontally in the planning. 

In the list

In the list of visits, using the double arrow icon to the left of the sequence number, drag-and-drop with the mouse or drag with a finger to move the visit up or down depending on whether the visit needs to be earlier or later in the route sequence. When you move the visit, it will be inserted between two other visits or at the start/end of the route. An itinerary recalculation is applied to the whole of the route to verify whether all the subsequent visits can be achieved while respecting defined constraints. If at least one time or volume/capacity constraint is violated following a manual resequencing of visits in the list, an alert displays in red:

  • in the planning for the affected route;
  • in the list of route stops (stops on alert will become red, along with the name of the resource/day);
  • in the information section at the bottom right of the screen, with details of any violated constraint.

An example of an alert is shown at the top of this article. 

In the planning

In the planning, drag-and-drop a visit sideways with the mouse, or drag with a finger to move it to the desired time of day. Depending on the time at which the visit is 'dropped' the visit will be inserted in between two existing visits or at the start/end of a route. An itinerary recalculation is applied to the whole of the route to verify that all visits can still be achieved while respecting set constraints. If at least one constraint relating to time or volume/capacity is violated as a result of the manual rescheduling of visits via the planning an alert displays in red:

  • in the planning of the affected route;
  • in the list of route stops (stops on alert will become red, along with the name of the resource/day);
  • in the information section at the bottom right of the screen, with details of the violated constraint.

An example of an alert is shown at the top of this article.

Add a visits file or one visit to an existing route

Add a visits file to the Optimization page

Once your routes have been defined, it is still possible to add visits stored in an external file, using this button:

Adding a visits file is achieved by following the steps of import and geocoding described earlier. Visits are integrated in the Optimization page, but are not assigned to any route. This means you will need to re-optimize the routes before these visits will be integrated in your routes.

Adding a visit in the Optimization page

To handle last minute changes of plan, you can add a visit manually within existing routes using the button shown below:

This addition is manual, and the user should enter as a minimum the name of the visit, the address, post code, town and Post Code. The visit can only be added if it is properly geolocated. The fields used for the optimization (here, these will be fixed visit duration, opening time, quantity) are also editable, but the addition of the visit is not blocked if they are not defined.

Visits will be integrated in the Optimization page, but are not assigned to any route. This means you will need to re-optimize the routes before these visits will be integrated in your routes.

Adding a pause to a route

You can add a pause to a route manually, by clicking on the button shown below:

When adding a pause, you will need to define: the resource to which the pause should be attributed, the day the pause is to take place, the start time of the pause and the pause time. If the pause causes constraints to be exceeded (for example, late arrival at a customer) the visits assigned will turn red.

Reassigning a visit to another route 

In the list

In the list of visits, the menu available in the Actions column allows you to Reassign a visit to another route:

A window opens in which you can choose the route in which to reassign the visit. Next, using the double arrow icon just to the left of the sequence number, click and drag with the mouse, or touch and drag with a finger, this icon towards the top or the bottom of the list depending on whether you want to position this visit earlier or later in the sequence. As you move the visit, it will slot in between two others or at the start/end of the route. An itinerary recalculation is applied to the whole of the route to verify whether all visits in the sequence can still be implemented while respecting any constraints in place. If at least one time or volume/capacity constraint is not respected following a manual resequencing of the list, an alert displays in red:

  • in the planning for the affected route;
  • in the list of route stops (stops on alert will become red, along with the name of the resource/day);
  • in the information section at the bottom right of the screen, with details of any violated constraint.

An example of an alert is shown at the top of this article. 

In the planning

You can also reassign a visit to another existing route, by moving it vertically to another route in the planning, at the desired time. To do this, drag-and-drop vertically with the mouse, or drag with a finger, to reassign it to the desired time. Depending on the route and the time at which it is ‘dropped’, the visit will be inserted between two existing visits or at the start/end of the route. An itinerary recalculation is performed on the two routes affected (the original and destination routes), to verify whether the series of visits can be achieved while respecting defined constraints. In the event that at least one time or volume/capacity constraint is violated, following the manual reassignment of the visit from the planning, an alert displays in red:

  • in the planning of the affected route;
  • in the list of route stops (stops on alert will become red, along with the name of the resource/day);
  • in the information section at the bottom right of the screen, with details of the violated constraint.

An example of an alert is given at the top of this article.

Unassigning a visit

In the list

In the list of visits, the menu available in the Actions column allows you to Unassign a visit:

It is then moved to the list of unassigned visits and can be reassigned manually thereafter:

During a subsequent re-optimization, a visit that has been unassigned can be reassigned automatically.

Deleting a visit

In the list

In the list of visits, the menu available in the Actions column allows you to Delete a visit. It will then be deleted definitively from the current simulation:

Saving or reoptimizing the modified simulation   

Once all manual modifications have been applied, you will need to save the modifications, either with the aim of reoptimizing all or some of the routes if necessary, or with the aim of exporting the routes.

Saving the modifications

The dedicated icon in the toolbar at the top of the list of routes is used to save any modifications made.

 If you don’t save your manual modifications, it will not be possible to reoptimize the simulation, nor to export the routes.

Reoptimization: settings

Once the manual modifications made to a simulation have been saved, it will be possible to reoptimize all or part of the routes as necessary. A click on the button displays the optimization settings window.

The optimization settings window allows you to set the time envelope and organisational perameters for the reoptimization. By default, TourSolver suggests reoptimizing the whole of the simulation perimeter (all days, and all routes). However, it is also possible to:

  • restrict the period to reoptimize by filtering the first and/or last day for the reoptimization using the drop-down lists provided;
  • restrict the reoptimization to a selection of routes for the chosen day. The Select all and Unselect all shortcuts facilitate any filter operation. 

Once the perimeter has been defined, the Optimize button runs the reoptimization on all routes. 

Reoptimization in progress

During the reoptimization, a stopwatch display tracks the optimization time, and the process will stop automatically once the maximum optimization time, as defined in the My activity page, has elapsed. At any time, you can manually halt the reoptimization with the button provided.  

Once the reoptimization has terminated (automatically or manually) the results window displays once again, refreshed with the new simulation results. 

Happy TourSolving!


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