Routes - Manage Routes (For Franchise Users)
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This article provides an overview of how to manage routes for Franchise Users.
In this article:
Steps to Add, Rename and Delete/Deactivate Route(s)
Add New Route
To add a new route:
- Click on Business Unit > Routes (under Operational Settings).
- Click on Add New Route from the right side panel.
- Fill in the required fields.
- The Name field shows the name of the route as it shows up on the Schedule.
- The Type field refers to the Type the route is assigned to at the Set Up level. If you do not know the type, please reach out to Corporate or support@vonigo.com
- The Template field refers to the Availability Template assigned to the route.
Availability Templates are templates whereby zones are assigned time slots for work days.
Availability Templates can be accessed at Business Unit/Franchise > Operational Settings > Availability Template.
- Click on Add New.
This is how it would show up on the Schedule.
Rename a route
To rename a route:
- Click on Business Unit > Routes (under Operational Settings).
-
Select the route to be renamed.
- Click on Edit under Route Details.
- Rename the route.
- Click on Update.
The Appearance Order, Booking Priority, and Route Label can also be changed here.
Deactivate/Delete a route
A deactivated route can be activated again.
A route that is deleted cannot be activated. It will have to be created anew.
To deactivate or delete a route:
- Click on Business Unit > Routes.
- Click on the route(s) to be deactivated or deleted.
- Click on Deactivate or Delete under Actions on the right side panel.
The deleted route will no longer be seen on the Schedule.
If the route is deactivated, it will no longer be seen on the Schedule.
However, it can still be seen at Business Unit > Routes. The status for the Deactivate Route will show as - Inactive.
Activate a route
A deactivated route can be activated again. To activate a route:
- Click on Business Unit > Routes.
- Select the route to be activated.
- Click on Activate under Actions from the right side panel.
Once activated the route will show up on the Schedule again.
Note:
Before a route is to be deleted/deactivated, please make sure that there are no pending Work Orders assigned to the route.
You can check on this by clicking on the route Business Unit > Routes.
The section Upcoming Work Orders will list the Work Orders assigned to the route.
Block or Unblock time slots on Route
Block time slots on Route
To block time slots on a route:
- Click on Schedule.
- Click on the Route name to be blocked.
- Click on Close Off Route.
- Specify the Start Date and Time and End Date and Time.
- Click on BOOK OFF TIME.
Unblock time slots on Route
To unblock time slots on a route:
- Click on Schedule.
- Click on the Route name to be unblocked.
- Click on Activate Route.
- Specify the Start Date and Time and End Date and Time.
- Click on ACTIVATE ROUTE.
- To enable/disable service type(s) on Route Types, please reach out to Corporate.
- To enable/disable use case on Route Types, please reach out to Corporate.
- For more information, email us at support@vonigo.com