The Tour Module is used for creating and monitoring tours.
Interesting links
Download Osmand Navi App for Android smartphones
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 |
| Template | Select 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 1/2 | Select the assigned driver |
| Authorizing person | Tour manager |
| Checkbox fields | You 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 fields | Used for the tour form report |
| Show comment fields | Check 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 visit | Visit in the geofence starts the tour |
| End at visit | Visit in the geofence ends the tour |
| Geofence | Select 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 stop | will be automatically calculated with the optimization |
| Disable date | To 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).
