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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

This field is important to sort the order
Start at visitVisit in the geofence starts the tourThis field is important if entering the geofance shall start a tour
End at visit

Visit in the geofence ends the tour

This field is important if entering the geofance shall end a 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

This field is important for getting alerts
Arrival (mm)planned arrival minutes, for example 30 for 3:30 pmThis field is important for getting alerts
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 PMThis field is important for getting alerts
Departure (mm)planned time to leave minutes, for example  45 for 4:45 PMThis field is important for getting alerts
Break duration
Planned minimum duration of the breakThis field is important for getting alerts
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)


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).



Optimizing tour (plans)

With Actions > Optimization you can automatically route ("optimize") the stops.

 

The available tour stops are routed depending on the shortest time to distance. The tour starts with the first stop as start point and ends at the last stop as final destination. All stops between the first and the final stop are rerouted. The optimization changes the arrival times and the planned tour distance and the tour duration.

 

The optimization also takes into account if a geofence has a longer processing time or time windows for a visit.


Downloading a Journey Plan (Tour-PDF)

You can download the journey plan as PDF for each tour plan or tour. You can also send the tour plan as PDF to the driver.

Select the tour and choose Action > Journey Plan PDF


Uploading a journey plan template in the system

You must upload a prepared PDF form with the right field expressions as a file in the system.

The upload only works if the FILE module is shown in the software.

Please contact us for preparing a PDF with the right field expressions.

Select the right tour template

You can select the right journey management form in the tour form:


 

Creating a tour plan from a GPX file

You can convert a historic track from KML into GPX. Then, you can upload the GPX file and create a tour plan from the GPX file. A GPX Tour has a track, no stops.


 

Alert when entering/leaving the GPX track

  • You can get an alert when entering or leaving the GPX track
  • The alert will only work if the GPX track is longer than 10 minutes.
  • The alert considers a minimum distance from the track (approx. 200 meters)

 


 

Navigating through an GPX Tour with the Tour App

Requirements

Login as driver in the Tour App:

 

Select the asset and the tour plan, then click on "Start from Tour template". A new tour will be started from the template.

 

The navigation app OSMand is started automatically.

Navigating using Osmand Android App

  • You can install Osmand Navi App on any Android device for free.
  • You can download the maps for your home country for free so that you have them offline on your device.
  • Our support does not include using the navigation app.

 

The navigation app will try to route the driver along the predefined GPX track.

 

 

Stop the tour

By clicking on the back button on your smartphone you will return back to the Tour App. You shall stopp the tour in the tour app, so that it is stopped in the system.


 


 

 

 

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