1

From the Routes landing page, select Add route.

2

Using the Map, zoom in to the desired location, or enter a Zone name.

3

Add a waypoint by clicking locations on the Map.

4

Continue adding waypoints for your desired route.

5

Select Save route.

6

On the Route Edit page, rename your route using the Description field and add any necessary comments.

7

View the Zones organizer for directions and stops in the route.

8

Select Optimize to get the most efficient route possible.

9

Select Save. The route is created and is Unplanned.

1

From the Routes landing page, search for your route using the search bar or locate the route in the table, then click the route name.

2

On the Route Edit page, edit any necessary information.

3

Select Save.

1

From the Routes landing page, search for your route using the search bar or locate the route in the table, then click the route name.

2

Select Edit, then from the Route Edit page, select Remove.

A popup dialog is displayed.

3

To permanently delete your route, select Remove.

1

Navigate to the main menu > Productivity > Basic Routing > Routes.

2

From the Routes landing page, enter the route name using the search field or locate the route in the table.

3

Click the route name.

4

From the Route Edit page, click the Create plan button.

5

Select an asset using the Vehicle dropdown.

6

Select a Start date using the calendar. Then click Done.

7

View the routes under the Zones organizer section. Adjust route times, the distance, the time taken to reach the location, and time spent at the location. You can also select Optimize to get the most efficient route possible.

8

Click Save.

1

From the Routes landing page, click the Options dropdown.

2

Enable the Route type to Planned.

3

Select your Asset.

4

Update the Date Period to align with your route plan date.

5

Click the Apply changes button.

The Planned route and relevant details display.

1

Follow steps 1 through 5 of the Viewing a planned route section.

2

From the Route Edit page, click the Send to vehicle button.

3

From the Messages page, the assigned Asset and previous message history display, as well as the route.

✱NOTE: To change the assigned asset or user, click on Back to asset selection and choose another recipient from the list of available assets or users.

4

To add a message for one or more stops, click on the route plan to expand it, and update accordingly.

✱ NOTE: You can select Remove existing stops if you wish to remove the existing list of stops from your recipient’s device.

5

Click Send.

The messages are delivered to the asset or user and can be viewed using the Drive App.

1

From the Routes landing page, click the Add route button.

2

Complete the necessary fields under the Route Details section. The fields are:

1. Name – Enter the name for your route.
2. Route type – Select Unplanned if you are not sure which asset to assign to the route, or Planned if you have an asset you are assigning to the route.

✱NOTE: See Creating a planned route to add a new planned route.

3. Comment (optional) – Enter any comments.

3

Add a waypoint by using the Map feature or entering a Zone or address under the Route Stops section.

✱ NOTE: Select the Start location toggle to lock the start location of the route, and click Add comment to add any comments.

4

Add another way point by clicking the Add new stop button and entering a Zone or address, or add the waypoint on the Map.

5

Continue to add as many waypoints necessary for your route. You can switch the order of waypoints by clicking and dragging the stop card.

✱ NOTE: To remove a waypoint from your route, click the Remove icon next to the Zone or address field.

6

Once you have completed your route, select the End location toggle to lock the end location of the route. You can click the Optimize route button to get the most efficient route possible.

7

Once your route has been optimized, click Save. The Route page displays with all the finalized details.

8

From the Route page, you have the following options:

1

From the Routes page, click the Edit button. Or from the Routes landing page, search for your route using the search bar or locate the route in the table. Click the route name, then click Edit.

✱NOTE: To view and edit a Planned route, follow the Editing a planned route section.

2

On the Route Edit page, edit any necessary information under the Route Details section or the Route Stops section, or edit waypoints directly on the Map.

✱ NOTE: For information on how to assign a route to an asset, see the Creating a planned route section. For information on how to unassign an asset from a particular route, see the Unassigning an asset section.

3

Once you are done editing your route, click Save.

1

From the Route page, click the Edit button. Or from the Routes landing page, search for your route using the search bar or locate the route in the table. Click the route name, then click Edit.

✱NOTE: To remove a Planned route, follow the Editing a planned route section, then proceed with the following steps.

2

On the Route Edit page, click the Remove button.

3

A Remove route? Popup displays. To permanently delete the route, click Remove.

1

2

From the Routes landing page, search for your route using the search bar or locate the route in the table, click the route name.

✱NOTE: Unplanned routes are displayed by default.

From the Route page, click Edit or the Duplicate button (optional).

✱ NOTE: When you have a route created, you can use the Duplicate button to duplicate the route for various assets. From the Route Edit page, edit the duplicated route however necessary.

3

From the Route Edit page, select the Planned toggle.

4

Complete the necessary fields that display under the Route Details section.

5

6

7

Complete all necessary fields that display under the Route Stops section. Repeat for all stops.

8

Click Save. The Route page displays an overview of the details and stops.

1

From the Routes landing page, click the Options dropdown, do the following:

2

Click the Apply changes button.

3

Select the route name from the table.

4

Click the Edit button.

5

From the Route Edit page, select Unplanned.

6

Click Save.

1

Select an asset from the Search assets… dropdown.

2

The report automatically defaults to the current day. To view archived data, select the appropriate date range in the Options menu. The Arrival Window is customizable and gives drivers more flexibility to arrive at their stop without being penalized.

3

The report displays your planned routes and trips by day, time of the stop, and asset. The report indicates whether a driver is late or misses their stop, the expected duration of the stop, and the distance.

✱ NOTE: Any stop outside a zone will be labeled as an Unexpected stop.

4

Select the Map pin icon to view a comparison of the planned route alongside the actual route the asset took.

5

Select the Information icon to view the stop details including the zone name, the actual and planned arrival times, the actual and planned stop duration, the actual driving distance and duration, and the planned driving distance and duration. If the stop was unplanned, it will simply show the actual arrival time and stop duration.

6

Download a PDF or Microsoft Excel file of your report by clicking the Report dropdown, then selecting your desired file type.

1

Click the Options dropdown and adjust the Date Period and necessary Display Options.

2

Click the Apply changes button.

3

Download a PDF or Microsoft Excel file of your report by clicking the Report dropdown, then selecting your desired file type.

1

Click the Options dropdown and adjust the Date Period and necessary Display Options.

2

Click the Apply changes button. The report displays each selected asset with one entry per day in the date range, the Group, Time, and with the total distance driven off route.

✱ NOTE: If the asset did not drive off route for any given day in the date range, the date will still be listed but the distance driven will be zero.

1

Using the template example, create a spreadsheet with the route information to import into the application.

2

Drag and drop the spreadsheet file into the provided box, or click to browse files.

3

The application displays a count for valid and invalid routes in the uploaded spreadsheet. Click Invalid routes to view the routes with missing or incorrect information.

✱ NOTE: Errors are listed in red text.

4

Click the Import icon on the Valid routes to import the routes into the application.

✔ SUCCESS: A notification banner displaying the number of routes that were successfully imported.

1

Log in to the Drive App using your login credentials.

2

Enter your asset’s Name, VIN, or serial number.

3

Click Save and continue.

4

Select Routes from your Dashboard.

5

To view the current stops, view the route details from the Stops tab.

6

You can change the layout of the route details and choose a detail view, list view, and the exact schedule for each stop.

7

Select the Map View dropdown to view the stops on the Map.

8

From the Summary tab, view the overall performance of the route in real time.