Use the Scenario Settings dialog box to specify options that control routing behavior, default driver shifts, route cost calculations, and violation-handling.
To specify how these options are configured:
- Click the Settings button, or click the highlighted scenario name, and then click the Scenario Settings option in the drop-down menu.
- The Scenario Settings dialog box opens.
- Enter the relevant scenario details under each tab in the Scenario Settings dialog box:
- Overview - Add an optional note describing the scenario.
- Routing Settings - Specify start and end depots, routing behavior, vehicle settings, and load types.
- Driver Shifts - Specify default driver shifts, breaks, and pay rates, as well as whether to check for Hours of Service compliance.
- Shifts - Create or import shifts. Each shift has normal and overtime hours defined, as well as whether breaks are relative to the start time and whether to include stem times.
- Shift Patterns - Create or import shift patterns. Each shift pattern defines which shifts are used over a period of a selected number of days.
- Advanced - Specify clustering behavior and hard constraints for building or re-sequencing routes.
- Custom Properties - Add custom properties to allow smooth integration with external tools such as Verizon Connect® Data Exchange™.
- Click Save to save you changes, or click Cancel to close without making any changes.
The Overview tab contains the following settings:
- The scenario's name, which you cannot edit.
- Expiry Interval - The retention policy for this scenario, which determines how long the scenario and its data is kept. The options are 1 month, 1 year, 5 years, and "Never". If you choose one of the time periods, the scenario and its data is automatically deleted after the specified time from the creation date.
- Route Card Map Option - The map to display in any route cards that you create for this scenario. The options are “No Maps”, “Summary Map” (a map showing a summary of the entire route), and “All Maps” (a map showing a summary of the entire route and each stop on the route).
- Notes - A section for entering optional notes about the scenario.
- Filter unassigned jobs out of date range - Whether to exclude unassigned jobs where the range between the earliest and latest dates does not match the date range for the scenario.
The Routing Settings tab contains the following settings:
- Actual speed percentage - The percentage of the speed at which vehicles are expected to travel. This percentage takes into account traffic and other factors slowing the vehicles down. The default percentage is 100.
- Depot Time On Site
- Start depot - The default time required for vehicles to be loaded or prepared at the start depot for all routes in this scenario. If you are using a synchronized scenario, this setting is defined under Territories > Routing Settings.
- End depot - The default time required for vehicles to be unloaded at the end depot for all routes in this scenario. If you are using a synchronized scenario, this setting is defined under Territories > Routing Settings.
- Mid-route depot strategy - Which strategy to use for situations where the vehicle has insufficient capacity to carry the entire load that is required to be delivered on a route. "Disabled" prevents vehicles with insufficient capacity to service jobs that require a greater load. "Return to start depot" requires vehicles to return to the start depot to reload, in order to service a job that requires a greater load. "Use nearest depot" requires vehicles to return to the nearest depot where the vehicle is currently located, to reload when running out of capacity. If you are using a synchronized scenario, this setting is defined under Territories > Routing Settings.
- Mid-route depot time on site - The default time that most drivers are expected to spend at a depot reloading when the Mid-route depot strategy is either "Return to start depot" or "Use nearest depot". If you are using a synchronized scenario, this setting is defined under Territories > Routing Settings.
- Routing behavior
- Same-side routing - If enabled, the driver must approach the destination of a route on the same side of the road as the job location.
- Historic traffic - If enabled, traffic data from the past is considered when making route calculations. The time of day and historical traffic conditions at the location are taken into account when calculating route times.
- Ferries - If enabled, routes can include ferry crossings.
- Vehicle Settings
- Vehicle type - The default vehicle type to calculate routes for. Depending on the vehicle type you select, the vehicle dimensions change.
- Routing entity ID - A unique identifier.
- Length - The default length of the vehicle to calculate routes for.
- Width - The default width of the vehicle to calculate routes for.
- Height - The default height of the vehicle to calculate routes for.
- Unladen weight - The default weight of the empty vehicle to calculate routes for.
- Gross weight - The default weight of the vehicle, including its load, to calculate routes for.
- Number of axles - The default number of axles of the vehicle to calculate routes for.
- Kingpin to last axle - The default length from kingpin to the last axle of the vehicle to calculate routes for.
- Number of wheels - The default number of wheels of the vehicle to calculate routes for.
- Number of trailers - The default number of trailers of the vehicle to calculate routes for.
- Load Types - The hazardous material that your vehicles typically carry. Select the types that apply. Routes are calculated to avoid roads where the selected hazardous materials are not permitted.
The Driver Shifts tab contains the following settings:
- Include Stem Time - Whether to include in the driver shifts the time from the start location to the first delivery or the time from the last delivery to the end location.
- Legal Driver Breaks
- Insert legal break - Select this check box to automatically insert breaks into default driver shifts.
- Legal break duration - The duration of a break that is part of a default driver shift.
- Legal break interval - How often to insert breaks into a default driver shift.
- Default Shift
- Shift type - Choose between a fixed or variable shift. Fixed shifts start and end at particular times and last for a set amount of hours. Variable shifts can change slightly as long as they are between the selected earliest start time and latest end time.
- Start time or Earliest start time - The time that a fixed driver shift starts, or the earliest time that a variable shift can start.
- End time or Latest end time - The time that a fixed driver shift ends, or the latest time that a variable shift can end.
- Hours - The number of hours of a default driver shift.
- Max hours - The maximum number of hours that a driver shift may be.
- Maximum route days - The maximum number of days that a route may span. This setting defines whether multi-day routes are permitted.
- Driver Pay
- Normal rate - The pay rate for normal working hours.
- Overtime rate - The pay rate for work done outside of the normal working hours.
- Hours of Service Compliance
- Rule type - Whether to check for Hours of Service (HOS) compliance and, if so, which rule set to apply to your routes.
On the Shifts tab you can perform the following actions:
- Create a new shift using the Create button.
- Edit an existing shift by selecting the check box next to it and clicking the Edit button.
- Delete a shift by selecting the check box next to it and clicking on the Delete button.
- Filter the list of shifts.
- Import shifts by clicking on the More button.
- Export shifts by clicking on the More button.
The Shifts tab contains a table listing all shifts. You can select the columns that you want to be displayed in the table by clicking on the downward-facing arrow next to each column name, clicking Columns, and selecting the check boxes next to the column names.
The following columns are available:
- Errors - Any errors or violations for this shift.
- ID - The shift's unique identifier.
- Name - The shift's name.
- Optimize Start Time - Whether shift is variable
- Start Time The time when the shift starts.
- End Time - The time when the shift ends.
- Normal Hours - The normal working hours for the shift.
- Max Hours - The maximum number of hours that the driver may work. Time that exceeds the Normal Hours is considered to be overtime.
- Max Driving Time - The maximum number of hours that drivers may drive during the shift.
- Breaks Relative to Start - Whether breaks should start at a time that is relative to the shift's start time.
- Enable Start Stem Time - Whether to include the time from the start location to the first job location in the shift.
- Enable End Stem Time - Whether to include the time from the last job location to the end location in the shift.
On the Shift Patterns tab you can perform the following actions:
- Create a new shift pattern using the Create button.
- Edit an existing shift pattern by selecting the check box next to it and clicking the Edit button.
- Delete a shift pattern by selecting the check box next to it and clicking on the Delete button.
- Filter the list of shift patterns.
- Import shift patterns by clicking on the More button.
- Export shift patterns by clicking on the More button.
The Shift Patterns tab contains a table listing all shift patterns. You can select the columns that you want to be displayed in the table by clicking on the downward-facing arrow next to each column name, clicking Columns, and selecting the check boxes next to the column names.
The following columns are available:
- Errors - Any errors or violations for a shift pattern.
- ID - The unique identifier of the shift pattern.
- Name - The name of the shift pattern.
The Advanced tab contains the following settings:
- Clustering - Select a clustering type from the Clustering drop-down menu. These options are used to specify how the jobs performed on routes are clustered (geographically grouped) together. Options available are:
- Automatic - This option typically results in jobs being scheduled at varying locations along the generated route, including those close to the vehicle's depot or base location as the vehicle leaves or returns. These routes are typically generated in a single direction and using a simple departure or return loop from and back to the central hub (depot). This method is the least likely to cluster jobs together within a small geographical area.
- Centroid - This option clusters jobs tightly together within a defined round shaped area, centered on a single location. This type of routing method is analogous to a flower petal and stem, with the long stem representing the route from the depot to the cluster area, and the petals the routes between the clustered jobs in that area. Typically, jobs are not scheduled on the route outside the target area (the petals) along the sections of the route that take place from the depot location out to the target area, and then back to the depot (in other words, along the stem).
- Natural - This option results in routes that use a similar "flower petal and stem" routing method used by Centroid clustering by dispatching vehicle to the cluster area along a stem. However, job selection is not forced to occur within a defined round area at the end of the stem. The routing engine is instead free to adapt to the natural geography and road networks of the cluster area. This flexibility allows for more efficient routes.
- Soft territories strength - How strong to weight job assignments toward driver soft territories, which are drivers' preferred area. If you select "High", drivers are assigned only those jobs that are located in their preferred areas. If you select "Low", drivers can be assigned jobs that are farther away from their soft territories, if there are no closer jobs available.
- Front loading - Whether or not to aim to service jobs on earlier dates where possible.
- Balance workload - Whether to balance work between drivers so that all drivers that are working at the time when the route takes place have a similar number of jobs to complete. This setting can result in slightly less efficient routes, but means that no driver is idle.
- Vehicles - Whether to include vehicle details in this scenario. You can turn this setting off for new scenarios that do not have any vehicles assigned yet. If you do not use vehicles in your scenarios, vehicle settings defined on the routes are used instead of actual vehicle settings.
- Hard Constraints
- Time windows - Whether or not to prevent time windows from being violated when building routes.
- Maximum working time - Whether or not to prevent the route's maximum working time from being violated when building routes.
The Custom Properties tab lets you add the following information:
- Name - The name of a custom property. These arbitrary properties are not used for optimizing routes, but are intended for advanced integration with external tools such as Verizon Connect® Data Exchange™ (TDE). Click the Add Property button to add a new Name and Value pair, or delete the content of an existing property pair and then click Save to remove them.
- Value - The value of the custom property.