01What it is
Route plans is the register of technicians’ day plans. A plan is not created here but on the Inspection route screen, with Save as day plan. It stores the starting base, the stops in driving order and the estimated kilometres.
A plan has the states Planned, In progress and Finished. The first stop ticked off on the phone starts the route by itself. The office can start a route, finish it, return it to planned or resume a finished one. Only a plan that is planned and not in the past can be deleted.
- WHO, WHEN, WHERE
- Day, technician, base and stops.
- LIVE PROGRESS
- Visited stops with the time.
- A RECORD OF WORK
- A finished plan stays with its history.
02What it is for
The technician’s day in order
Tiles show plans for today, for coming days and routes in progress.
The route on the phone
The technician has the stops with an address, navigation and an I am on site button.
The time of every visit
Each stop records the moment it was ticked off on site.
Kilometres in numbers
The distance of routes finished in the last 30 days in one tile.
03Main options
The plan card has tabs: Stops, Map and History. All three are described below, together with the list of plans.
All day plans
Filters for technician, state and day: today and later, or past.
- Day, technician and starting base
- Stops visited out of all stops
- Distance (estimate) and plan state
- Print plan from the row menu
Stops in driving order
Order computed when the plan was saved: shortest from the base.
- Object and town
- Devices due by the plan day, with overdue ones
- Visited with the time, or not yet
The same route on the map
The base, numbered stops and the driving line.
- Legs and cumulative kilometres
- Visited stops marked on the map
What happened to the plan
Who saved the plan, changed its state and ticked stops.
- Date, person and description of the event
- Every stop ticked off on the phone
04Tasks step by step
- STEP 1Open Modules › Fire protection › Route plans and choose Plan a route.
- STEP 2On the route screen tick the objects, plan the route and choose Save as day plan.
- STEP 3Choose the day and the technician. A second plan for the same technician on the same day will not be created.
- STEP 1In the day filter choose Today and later, or look at the In progress tile.
- STEP 2Open the plan. The Stops tab shows which objects have been visited and when.
- STEP 1Open the plan card and choose Resume route, e.g. when the technician goes back to an object on the same day.
- STEP 2The route returns to In progress and the technician ticks off stops again.
- STEP 1The technician opens Today’s route and chooses Navigate next to the object.
- STEP 2On site they choose I am on site. The first stop ticked off starts the route.
05Actions
The most common tasks for route plans.
Plan a route
A day plan is made on the route screen.
Start route
The plan moves to In progress.
Finish route
The plan stays as a record of the work.
Resume route
A finished route returns to In progress.
Print plan
A sheet for the technician with the stop addresses.
06What it connects to
Choose a module to see how it connects to route plans.
Inspection route
A plan is made from a route planned on the Inspection route screen.
Go to the topicInspection routeFire safety devices
Each stop shows the number of devices due by the plan day.
Go to the topicFire safety devicesInspection reports
At a stop the technician records the inspection in the object’s report.
Go to the topicInspection reportsMobile version
The technician sees the plan and ticks off stops in the mobile version.
Go to the topicMobile version