{"id":48403,"date":"2022-03-20T09:44:56","date_gmt":"2022-03-20T01:44:56","guid":{"rendered":"https:\/\/oihelp.corporate.ifs.com\/help\/?page_id=48403"},"modified":"2024-07-08T11:36:12","modified_gmt":"2024-07-08T03:36:12","slug":"journey-planner","status":"publish","type":"page","link":"https:\/\/oihelp.corporate.ifs.com\/help\/field-explorer\/journey-planner\/","title":{"rendered":"Journey Planner"},"content":{"rendered":"\n

This article applies to versions 4.7 and later of IFS OI Field Operator: Explorer Edition. For help on earlier versions, see Release History<\/a>.<\/p>\n

In Field Operator you can plan, and optimize your activities for the day by using the Journey Planner.<\/p>\n

You can add and delete entire routes, or only selected locations or cases as you plan your journey.<\/p>\n

\"\"<\/a><\/p>\n\n\n\n
1.\u00a0 <\/strong>\u00a0 Today's Journey<\/td>\n2.\u00a0 \u00a0<\/strong>Journey Planner button<\/td>\n3.\u00a0 \u00a0<\/strong>Locations, or locations with cases,\u00a0list<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n

When active, the Journey Planner is in a panel on the left side of the screen, with the map showing the planned journey in center. The All Locations List is on the right side of the screen.<\/p>\n

The All Locations List displays either all locations, or all locations with allocated cases, from all of the preloaded routes.<\/p>\n

The Journey Planner saves your selected settings, and reopens with the same setup the next time you open it.<\/p>\n

Building a New Journey<\/h2>\n

Click on the Journey Planner \"\" button on the Toolbar<\/a> to open the Journey Planner.<\/p>\n

Selecting a preloaded route<\/h3>\n

1. Click on the down arrow in the Add box at the bottom left side of the screen.<\/p>\n

\"\"<\/a><\/p>\n

2. Select a route from the displayed list and then click Add<\/strong>.<\/p>\n

\"\"<\/a><\/p>\n

All locations on the route are automatically saved to Today's Journey.<\/p>\n

The locations are listed in the Journey Planner panel, and are identified by green \"\" markers on the map.<\/p>\n

\"\"<\/a><\/p>\n

The Driving Sequence, shown as a green line on the map, is determined by the order of the locations.<\/p>\n

Zoom in on the green markers to see the Driving Sequence.<\/p>\n

Adding and Deleting Locations Manually<\/h3>\n

You can add and delete individual locations or cases, by using the buttons beside the locations on the left and right sides of the screen.<\/p>\n\n\n\n\n\n\n\n
1.\u00a0 \u00a0Remove Case<\/strong><\/td>\n\"\"<\/strong><\/td>\n\n

Click on this button to remove the case from the Planned Cases list for Today's Journey.<\/p>\n

\"\"<\/a><\/p>\n

Case functions are available to Route Surveillance users.<\/p>\n<\/td>\n<\/tr>\n

2.\u00a0 \u00a0Add Case<\/strong><\/td>\n\"\"<\/td>\n\n

Click on this button to add the case, as a planned case for Today's Journey.<\/p>\n

\"\"<\/a><\/p>\n<\/td>\n<\/tr>\n

3.\u00a0 \u00a0Remove Location<\/strong><\/td>\n\"\"<\/td>\nClick on this button to remove the location from Today's Journey.<\/td>\n<\/tr>\n
4.\u00a0 \u00a0Add Location<\/strong><\/td>\n\"\"<\/td>\nFrom the locations list, click on this button to add the location to Today's Journey.<\/td>\n<\/tr>\n
5.\u00a0 \u00a0Remove Location<\/strong><\/td>\n\"\"<\/td>\nFrom the locations list, click on this button to remove the location from Today's Journey.<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n

Changing the order of locations on your journey<\/h3>\n

You can change the order of the locations on your route by using the sort options.<\/p>\n

\"\"<\/a><\/p>\n

The sort options are described below.<\/p>\n\n\n\n\n\n\n\n
\"\"<\/td>\nClick on this button to order all the locations listed below this entry into the shortest driving sequence.<\/td>\n<\/tr>\n
\"\"<\/td>\nClick on the up arrow to move the location up one place in the list.<\/td>\n<\/tr>\n
\"\"<\/td>\nClick on the down arrow to move the location down one place in the list.<\/td>\n<\/tr>\n
\"\"<\/td>\nClick on the up chevron to move the location to the top of the list.<\/td>\n<\/tr>\n
\"\"<\/td>\nClick on the down chevron to move the location to the bottom of the list.<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n

The Driving Sequence before the route is sorted.<\/p>\n

\"\"<\/a><\/p>\n

The Driving Sequence after route optimization.<\/p>\n

\"\"<\/a><\/p>\n

Saving Today's Journey<\/h3>\n

The route currently in the panel on the left side of the screen, is automatically saved as Today's Journey when you close the Journey Planner.<\/p>\n

\n

Deleting an Existing Journey<\/h2>\n

Click on the Journey Planner \"\" button on the toolbar to open the Journey Planner.<\/p>\n

If there is an existing Today's Journey route, it will be displayed.<\/p>\n

To remove all of the locations from the route, click on the Clear<\/strong> button on the bottom left side of the screen.<\/p>\n

\"\"<\/a><\/p>\n

\n

Loading Today's Journey Route<\/h2>\n

In the Map, or Grid Summary, Today's Journey can be selected from the Filter box on the bottom left side of the screens.<\/p>\n

1. Click in the Filter box.<\/p>\n

\"\"<\/a><\/p>\n

2. Select Today's Journey from the displayed list.<\/p>\n

\"\"<\/a><\/p>\n

The locations on Today's Journey are now listed in the Map Information Panel, and on the left side of the Grid Summary screen.<\/p>\n

Release History<\/h2>\n