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The Tour Module is used for creating and monitoring tours.

 

Download Osmand Navi App for Android smartphones

 

  Seite als PDF downloaden    Download this page as PDF

 

 

 

Requirements

  • The license for the tour module must be activated by your vendor support.
  • There is no guarantee and support for improving or rectifying optimization results, the optimization engine works as it is and we cannot change or influence the routing optimization.
  • Drivers require an email adress and a smartphone so that you can send orders and tours to them.
  • Sending sms reminders is charge-able and requires a sms interface.
  • Creating new journey management forms as pdf is possible, but not included in the standard price.
  • The support for working with smartphones, navigation devices and apps is not included in our standard support.

 

Tour Plans

"Plus" creates a tour plan. A tour plan is a planned journey without an exact date or asset. You can create one tour plan and create many tours out of this tour plan.

Most tour plan fields are for informative purposes and will be used for the journey management PDF.


 

Field/Function

Description

Tourname

Name of the tour

TemplateSelect available tour templates, contact your provider support for getting templates
Comment

Text field

Tourtyp

Pull down with differen tour templates

Asset

Vehicle that is assigned to the tour

Driver 1/2Select the assigned driver
Authorizing personTour manager
Checkbox fieldsYou can add text and separate it by "," so that the elements will be shown as separate checkbox elements on the tour form report
Comment and info fieldsUsed for the tour form report
Show comment fieldsCheck in order to show the comment fields on the tour form report
Plan KM

Planned tour distance

For future use

Tour KM Buffer

KM that can be exceeded beyond the planned KM

For future use

Plan Time (min)

Expected trip duration for the tour

Used for the tour overview report

Tour Time Buffer

Additional time needed for the tour

Used for the tour overview report

Tour Late Start Alarm

The asset must not reach the stopp before the planned start time

The tour must be unprocessed or started

The date must be valid (not too earyl or already deactivated)

A tour stop with a planned start time must be added

Tour Late Departure Alarm

The asset must not leave the stopp before the planned departure time

The tour must be started

The date must be valid (not too earyl or already deactivated)

A tour stop with a planned departure time must be added

Tour Short Break Alarm

The asset has been within the stop geofence of the tour for too short

The tour must be started

The date must be valid (not too earyl or already deactivated)

A tour stop with a planned break time must be added

Disable date

To deactivate / delete a tour

 

Adding a tour stopp

You can add a tour stopp for a tour (tour plan) with the PLUS symbol.


 

Field
Description

Name

Name of the stop

Order

Sorting order of the stop

Start at visitVisit in the geofence starts the tour
End at visit

Visit in the geofence ends the tour

GeofenceSelect the right customer (or geonfence)

Rest at stopp

Call manager

Info fields
Arrival Day

1 ... today

2 ... tomorrow

etc.

Arrival (hh)planned time to enter the geofence, for example 15 for 3:30 PM
Arrival (mm)planned arrival minutes, for example 30 for 3:30 pm
Plan Rest Duration
planned time for staying in the geofence
Departure Day

1 ... today

2 ... tomorrow

etc.

Departure (hh)planned hour to leave the geofence, for example 16 for 4:30 PM
Departure (mm)planned time to leave minutes, for example  45 for 4:45 PM
Break duration
Planned minimum duration of the break
Disable date

To deactive/delete a tour stop

Distance to next stopwill be automatically calculated with the optimization
Disable dateTo disable the stopp

 

Importing tour stops from the geofence list

The import function will add all selected geofences to the tour plan.

You can select the right geofences with the filter.

Press "Add stop" to add the geofences to the tour.


Convert a tour plan into a tour

You can create a tour from a tourplan by adding an asset, driver and start date for the tour. The tour state can be changed manually (from unprocessed to started or ended) or it is changed automatically if an asset enters a geofence that is marked as "visit stops tour" or "visit ends tour".


 

Tour Overview Report (only for finished tours)

  • A tour ends automatically if an asset enters a tour geofence that is marked as "visit ends tour"
  • A tour can be finished manually in the tour form status pulldown.
  • A tour is finished automatically after some time (Finished by timeout or finished by exception).

The tour overview report contains:

  • Tour name and assigned drivers and vehicles
  • Tour state (finished, started, unprocessed)
  • Start and end time for the tour
  • Stops that have not been visisted by the vehicle
  • If the tour has been finished in time (compared to the tour form)


 

 

Optimizing a Tour (not available for all countries)

You can select a tour and click on Actions > Optimization so that the tour stops are planned according the shortest/fastest tour distance.

The optimization only works if the tour vehicle has a defined tour start / end geofence that can be set in the asset configuration.

The Tour Optimization sorts the stopps according the fastest route. It starts the calculation from the tour start geofence from the asset and ends the calculation at the tour end geofence of the asset.

The optimzed result can be send to a driver.

 

Tourplan oder Tour senden

Tourenpläne oder Touren können mit der Aktion > SENDEN an Fahrer geschickt werden.

Voraussetzungen für den Touren-Versand

  • Wenn bei der Tour noch kein Fahrer zugeordnet ist, muss ein Fahrer ausgewählt werden.
  • Bei den Stammdaten des Fahrers muss für den Email-Versand eine E-Mail und für die SMS Erinnerung eine Mobiltelefonnummer hinterlegt sein.
  • Für die Zustellung auf ein Garmin-Navigationsgerät muss in der Fahrzeugkonfiguration für das Fahrzeug "Navigation verbunden" aktiviert sein und ein kompatibles Garmin Gerät mit FMI Kabel verbunden sein.

Send a tour or tour plan to a driver

You can select a tour and use the Action > Send Order to send the tour list to a driver.

Requirements for sending tours

  • You need to select a driver with email so that the tour details are shown.
  • An email must be added for the driver
  • If you want to use a garmin navi, you need to connect a compatible garmin navi with an FMI cable and set "navi connected" in the asset configuration.

All details (tour stops, locations, phone numbers, comments) will be sent to the driver's smartphone via email.

 

Tour Options

Changing the email templates

Under Administration > Messaging you can change the email templates for sending orders.

 

Order state for sent tours

If an asset arrives at a stop, the stopp is shown as done with the timestamp. This list only works if the order is sent to a driver using email or garmin navi.

Change tour status fields

Under Options > Tour Status you can define your own tour status fields.


 

Change status fields for tour stopps

Under Options > Tour Stop Status you can define your own tour stop status fields (for future use).




 

 

 

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