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Version 6 StreetSync Pro - Vehicle Routing System

1. or a driver property like spanish speaking then you can give those route rules that that route and then stops that require those same rules will go to the correct routes 42 STREETSYNC USER GUIDE Selecting the Route Templates Ribbon In order to work with Route Templates within StreetSync you ll need to click on the Route Templates ribbon as shown FIGURE 6 1 shows the Route Templates ribbon page as it appears within the main interface How to Add New Route Templates Entering a new route template is simple Once you have the Route Templates ribbon selected you ll see the button to Add Route Templates Clicking this button will launch the Route Templates Manager form FIGURE 6 2 shows the button tool that will allow you to add new route templates If you ve clicked to add a new route template then the Route Template Manager form will appear Because we re adding a new route template the form will be largely empty awaiting your input StreetSync does suggest a unique route template name by default as shown Route Templates can be modeled to accommodate various routing scenarios The name you choose is therefore important as future routes will adopt that template s name There is an entire chapter dedicated to the topic later in this manual It is not uncommon to name Route Templates with driver names Adam Perkins days of the week Monday a combination of the two Adam
2. pounds pallets whatever it is you wish to balanced based on The Keep Stops Together option allows you the option to keep stops with identical addresses on the same route This is beneficial if you have 10 stops at the same apartment complex each with a different apt but all basically at the same complex and you wish to force the software to only send a single route to that address rather than potentially sending two routes 91 STREETS YNC USER GUIDE Preferences Panel Routing 4 Workspace Preferences Manager h amp ct Save and Reset Help Close Close Preference Topics Routing Sa Map Defaults 7 Sequencing A Map Tips A Quickest Path Best path V Partitioning Shortest Path Routing O O Route Directionality Work best possible path g Street Speeds Driving Directions Data Defaults Fast Sequencing Field Naming Road Network Sequencing requires additional time E Company This only takes effect if start amp end depots are identical for a route FIGURE 11 5 shows the Routing topic area and the routing related preferences available to you The Route Directionality option allows you to choose if your routes work in best path outward in or inwards out This only takes effect if the start and end depots are identical for a route If you ve already defined a different start and end point such as starting up north and ending to the east then the start and end dic
3. Monday cycle days Day 1 vehicle id s Van 8 etc Think of a Route Template this way one or more routes will be made from this template at a later time Therefore you ll want to create templates that will be available to you later to assist you with creating route plans in any way that can benefit you 43 STREETS YNC USER GUIDE Route Template Identity af Name My Route Templatel FIGURE 6 3 shows the naming area of the Route Template Manager form When creating a route template you ll also need to choose a start depot and an end depot If the depot already exists you can select it from the list If it does not exist you can add one via the button provided There is an entire chapter dedicated to depots if you are not familiar with the role played by depots There are several other items that you can add for this new route template You will need to choose a start time for this route template Also you must specify the symbol that will be displayed on the map for the stops associated with this route template route You can enter capacities that this route template can hold This is simply a numeric value and could be representative of cubes pounds revenue pallets cases or whatever else you measure capacity by within your organization You can also specify when the route begins what special skills rules are possible etc If you re unsure about how to use a Manager type form please refer to Chapter
4. Space Needle Seattle e Zip code and town centroids Centroids are the geographic centers of a geographic polygon such as a zip code StreetSync will determine the closest 29 STREETS YNC USER GUIDE address to that centroid point and place the stop at that coordinate Using centroids is a fallback that could politely be called a quick and dirty although admittedly inaccurate means to locate addresses Launching the Address Locator Form The Address Locator form is launched via this ribbon tool button This button is displayed on various ribbon pages such as Home and Tools as well as various right click menus FIGURE 4 1 shows the button tool that allows you to launch the Address Locator form The Address Locator tool will only become available if you ve selected one or more items such as stops and customers which are eligible for being located You can individually highlight and select items from the ListView if you wish If you prefer to correct a existing unknown addresses then you can click on the Unknown Addresses content item itself Either selection will then make the Address Locator tool become available to you Unknown Address Stops Folder Summary Display Address Full J A r la 3 7720 EL CAMINO REAL Unrouted Stops 0 aa f rreri Landmark Supply 127 N EL CAMINO REAI ednesday MP Unknown addresses E o pn 191 N EL CAMINO REA E Lary America
5. Exporting Customers Depots and Route Templates If you wish to export your customers from the system we recommend that you show all customers in the ListView and then use the Copy to Clipboard tool and choose specifically the Copy Listed Data to Clipboard Once the clipboard contains these items you can paste them into the program of your choice such as Microsoft Word and Microsoft Excel In this same way you can also export your depots and route templates out of the system 82 STREETS YNC USER GUIDE One Click Export Saved export profiles can be run with a single click within the main StreetSync interface The drop down arrow will display the list and then any export profile can be selected with a single click If you run the same profile repetitively it is more efficient to run the export via this process rather than stepping through the individual wizard steps EN My Export of Unmatched Addresses 8 MapPoint route files for my drivers FIGURE 10 16 shows how to execute a One Click export 83 STREETS YNC USER GUIDE Export to Device Wizard StreetSynce also offers you the ability to export your route information to various devices The most common use of the export to device feature is to create route files that can be used with popular personal navigation device brands such as Garmin and TomTom We partner with TomTom to offer you TomTom Business Solutions as well This option will allow you to integ
6. For the sake of simplicity you may wish to add a couple route templates based on driver names just to get started with building your first routes When adding your route templates you ll also need to add one or more depots to StreetSync Depots are where your route templates will start and end There is also a chapter related to Depots if you d like to learn more about them da Add Route Templates FIGURE 2 2 this Getting Started wizard step allows you to add and manage toute templates STREETS YNC USER GUIDE Step 3 Add Solution Folders Solution folders are containers that hold all necessary components such as your routes including their start and end depots and stops for any particular routing problem to be solved Typically a solution folder will solve a routing problem such as to route all stops for a given day or for a chosen postal code Solution folders allow you to solve large problems is smaller more manageable portions Getting Started with StreetSync Desktop 5 You can add Step Add Your Solution Folders multiple folders if you Add Your Solution Folders wish but it Solution Folders are the self contained areas in which you can would be create and store your routing scenarios There is no limit on the number of folders that you can create best if you l Solution Folders can be added and named to handle various scenarios The reate at least help link below wil describe many scenarios in greater
7. tool gives you S G C3 a one click option to move selected route a Stops stops to your folder s Unrouted Stops poe ree area You may wish to make stops unrouted if they ve cancelled for the day or if they will later be moved to a different route When a routed stop is removed from a route the route itself will be made Not Calculated since its existing calculations are affected d a Move Stops Up amp Move Stops Down Tools The Moves Stops Up and Moves Stops D Q O Down tools allow you to alter the stop sequence of your existing stops For instance you may see that you want to move your 2 route stop to become your 1 route stop In this case you d select that route stop from the list and then click on the Move Stop Up tool If you want to move stops up or down many positions then you can also use the mouse to drag and drop a stop into your desired position When a routed stop is moved up or down the route itself will be made Not Calculated since its existing calculations are affected Move Stop Up Move Stop Down 64 STREETS YNC USER GUIDE Creating Your First Routes We ll now show an example of how you may create your first routes We ve created a folder named Mondays Work and within it weve created two routes and have imported about 30 stops If you re unclear about how to create routes and import stops then we d ask you to refer to these topics in previous
8. we ate able to see the built routes on the map Each route has its own pushpin color so that the routes are visually distinct when displayed on the map The route statistics show detailed information on the routes that are built by this process You ll be able to see the estimated arrival times the distance traveled the total time of the route the travel time driving only of the route and other statistics related to the performance of each route wey Carlsbad j a m ah a scondido reel 5 AS ey nites 3 pas PEAN o Es 4 TA i 56 y IW E o Lake Miramar 67 R FIGURE 9 2 shows the redrawn route stops as they appear with the colored icons representing each route Folder Summary Route Contents FIGURE 9 3 show how you can see route statistics side by side in the list view Routing Option 2 Routing Via Manual Tools There is a second means to create your route plans and this one is more labor intensive although you may prefer it The tactic is that you can select your stops manually and then choose your preferred route from a list Basically you re turning ofP the computer s automatic brain and instead will be using your own selections 66 STREETS YNC USER GUIDE First let s assume that we re back to the original scenario where you have your unrouted stops displayed on the map and none of the stops have yet been assigned to any of your available r
9. In such cases you ll need to remove the route from being available Removing a route is as simple as right clicking it and choosing Delete from the popup menu Other possible one day scenarios are to bring on extra flex drivers having drivers starting 60 STREETS YNC USER GUIDE earlier or later than normal etc You ll want to alter your route properties prior to building routes for best results Folder Level Routing Options StreetSync allows you to perform folder level routing actions such as to build multiple routes at once The folder level tools are very powerful because they make it possible to build dozens of routes sequence them and calculate the results all with a single click Optimize Folder Tool ome For any selected folder s you can choose the tool to Optimize rT Folder The solver will populate all routes within the folder with x their fair share of routing activity Again the program looks to cluster stops together geographically This keeps overall miles lower and keeps your employees from owning too many neighborhoods The solver will automatically create these geographic territories and will balance the activity based on the partitioning factor of your choice When you choose to optimize the folder the partitioning of routes will be performed each route will then also have its work sequenced to avoid backtracking and lastly each route will be calculated so that you can view the exact
10. This simply helps you to manage each problem independently You can always change your working solution folder by single clicking it from this area You can also hide this folder selector by clicking on the arrow icon to the top right of this selector If you wish to view more than one Solution Folder at a time then you can go to the All Folders ribbon page The All Folders area will allow you to view side by side comparisons of folders and perform actions such as easily deleting multiple folders FIGURE 2 10 displays the solution folder selector within the main program interface Solution Folder Contents Selector When a Solution Folder is selected from the solution folder selector see above then its contents will display within the Contents Selector This contents selector is displayed as the middle Routing Area Solution Folders window pane between the solution folder selector and the detail list The selected folder will contain multiple items such as the folder summary a summary of all route totals unrouted stops unknown address stops and routes created from route templates The contents selector will allow you to see all of the information within your currently selected folder At a glance you can determine which routes are present within your folder P Unknown Addresses 1 Thanks to the number in braces es Larry 9 n you can also see how many routed unrouted and unknown ad
11. USER GUIDE The Customer is King Customer satisfaction is important no matter what your industry StreetSyne can improve your customer service and awareness Better locate your customers by validating their location on the latest digital maps e Plan and predict accurate arrival times at customer locations Communicating these windows to the customer is a value add that will improve their satisfaction and differentiate you from the competition Stops Manager oreo OC Save and Adda Delete Reset Help Close Add Another New Stop F properties AER Stop Properties Stop Name RONA E Stop Job Number 5100211083010227 Stop Address Display address ETAETA Address 12621 POWAY RD Matched Address ee va 12634 Poway Rd Cty poy State Postal Nation us CA 92064 Lat 32 9536409955 I Quick Find l Map Find Lon 117 057667058 FIGURE 1 1 shows a sample data manager form where customer information can be displayed and edited STREETSYNC USER GUIDE Where in the World is StreetSync StreetSync is available for numerous countries The program is also sensitive to metric vs Standard English measurements and allows for the display in your preferred format o C o LT o Oa a D eum 6 ae _ _ _ _ _ _e ened _ _ _ _ _ _ _ eeeeeeee ee _ C O n a O A O eee en e ea e sr _ T TR oeeme
12. Wizard Q Step Select the Format for Your Export File Please select the format of your Available Export File Types ah Comma Separated Values CSV Excel Readable Microsoft Access Extensible Markup Language XML E Microsoft MapPoint Route Fies ti 3 Microsoft MapPoint Current Map FIGURE 10 10 shows the Choose Your Export File Format type frame of the Export to File wizard form Next you can choose the export content to include The export content options may differ depending on the file type you ve selected on the previous wizatd step You can choose to include start depots end depots column headings and also select if you ll be including unrouted and unmatched stops 79 STREETS YNC USER GUIDE W F incude Start Depots W W WM incude End Depots es Indude Unrouted Stops Mincude Unmatched Stops E8 Include Column Headers WM Incude Routed Stops FIGURE 10 11 shows the Choose Your Export Content frame of the Export to File wizard form Next you ate able to choose the folder path at which the export file will be created You can use the Browse button to change the default path that is shown Export to File Wizard Step Select the Destination Folder for the Export Please browse to the folder that will contain the output created by this export La C ProgramData RouteSolutions Cancel FIGURE 10 12 shows the Select the Destination Folder frame of the Exp
13. a driver picture the driver s face if you give them a 250 stop manifest But this scenario can 2 Unrouted Stops 0 be useful if you re looking to 9 Unknown Addresses 0 break up a massive amount of I west Region 0 work at a high level such as A North Region 0 breaking a national group of stops East Region 0 into several regional groups of E South Region 0 stops The image here shows how you could create your folder and routes in order to handle such a case The intent here isn t to actually build drivable routes with calculations but instead to break up the national work so that each regional manager gets a list of all of their region specific work This scenario will help you accomplish this Just set each region s route to start end at the centerpoint of the region then use the Partition Folder tool as shown here and StreetSync puts the regional work onto each region s route Then you can copy paste from the West region s route and move them elsewhere within the program Safe to say you can call this multi pass routing because your first pass is 72 STREETS YNC USER GUIDE breaking the national problem into a regional one The second pass is then to route each region s own data within its own folder actually giving work to the drivers Test Your Knowledge Now that you ve read about routing in StreetSync let s test your knowledge 1 What is the program ribbon title that
14. based reports such as route overview maps Points of Interest such as gas stations restaurants banks are included Easily locate your customers by street address or clicking on the map Visualize your entire customer base and route activity on the map STREETS YNC USER GUIDE Installing StreetSync Pro Installing the program is a fairly simply task with just a few straightforward steps to be followed 1 Close all existing programs and maybe give the computer a reboot suggested not required Install StreetSync Pro from www routesolutions com downloads htm Run StreetSync Pro from your Windows Desktop or Start Menu icons You ll need to create a new user if it is your first time using the system You simply supply your email address and you ll be emailed your password Compete the Getting Started wizard and supply basic information to the system STREETS YNC USER GUIDE The Getting Started Wizard When a new routing workspace first loads you will be presented with a form named the Getting Started wizard to assist you with entering the necessary data A checkbox at the bottom of the form will allow you to stop showing this wizard by default if you ve become more of a seasoned user of the application You can also always launch this wizard from that option within the Help menu if you wish Getting Started with StreetSync Desktop 5 Q Step Getting Started Wizard Welcome Getting Started With a New Routi
15. connecting a device at this time Instead I ll create the route files so that I can load them to devices at a later time Cancel 1 FIGURE 10 19 shows how the Select the Destination frame of the Export to Device wizard form 85 STREETS YNC USER GUIDE The wizard provides you the option to include or exclude both start depots and end depots from the navigation files that are created The desire to include these will be specific to your operation For instance if you drivers return home each night instead of being routed back to your office then you may wish to not include end depots If your drivers are paid to begin work at the first stop and don t need to report to your office in the morning then perhaps youll want to not include start depots within the navigation file Ultimately the choice is yours Choose Finish once you re ready to proceed Export to Devices OQ Step Choose From Additional Options Please choose additional options g F Include Start Depots g v Include End Depots FIGURE 10 20 shows how the Choose Additional Options frame of the Export to Device wizard form 86 STREETS YNC USER GUIDE If your device is connected you ll now see that the route s selected have been placed on the device and therefore are listed along with any existing files that were already present The newly created files are shown clearly in the Origin column of this list At this point you can choose t
16. could select only the routes belonging to your driver Carl even if those routes are each in different folders This Selected Routes Viewer is typically used along with the View on Map button to allow you to view your selected routes and on your selected routes on the map 4 Totals 4 gt 0 FIGURE 7 6 shows the tabbed selector within the All Folders area Each tab has its own role in displaying folder data General Tips on Solution Folders e Develop a naming standard for your solution folders You ll want them to look consistent and logical when listed next to one another e Solution folders can actually be used as holding bins for stops You can name a folder Future Stops and give it zero routes Then simply fill it with stops and you have built yourself a holding folder for stops that stays nicely independent of your existing routing scenarios e You can easily duplicate entire solution folders You can simply Copy and Paste the folder by choosing those options from the Edit ribbon menu It is sometimes beneficial to have an exact copy of an entire solution so that you can perform what if scenarios such as removing a potential route from the mix You can then compare your original folder to the newly edited folder to determine which scenario you prefer The less favorable of the two solution folders can then be discarded 50 STREETS YNC USER GUIDE Chapter Learn about Stops amp C
17. customer row you have selected once this tool is launched FIGURE 8 2 shows the button tool that allows you to create stops from currently selected customers 52 STREETSYNC USER GUIDE The Stops Manager Form The Stops Manager allows you to add new stops or to manage existing stops that you currently have within StreetSync If you are adding a new stop the form will be largely empty awaiting your input If you re editing an existing stop then the existing data will be shown to you when this form is first displayed You can launch this form by double clicking on a stop that is listed within the application You can also select one or more stops and click on the Properties button to launch this manager form FIGURE 8 3 shows the button tool that allows you to edit currently selected stops Stops Manager W O rk od Save and Save and Adda Delete Reset Close Add Another New Stop KH lofi Meyers Tavern Properties AS Stop Properties Stop Job Number S100325130532970 Current Folder amp Route gt Monday s Work Service Mmutes 22 gS Unoute Stop Address Display Address One Box Latitude Longitude Address 1031 S COAST HIGHWAY 101 Matched Address LE address2 Match 1035 S Coast Hwy 101 oy Encnitas State ca gt Postal 92024 natn us 9204 Lat 33 038953431 i Quick Find j Quick Find Map Find j Map Find Lon 117 2928441502 53 STREETS
18. is shown Note All Preference Topics are listed on the left hand side of the form Whenever a category is left clicked the topic area related to it is shown on the right hand side of the form Preferences Panel Locale The Primary Nation option should be set to the country you re using the application for This designation needs to be made primarily to better match addresses When you originally install this was asked of the installing individual and then used as a default from that point forward The Measurement Display setting allows you to set your measurements to be displayed in either English Standard or Metric throughout the program 89 STREETS YNC USER GUIDE Preferences Panel Map Defaults Workspace Preferences Manager dl BoC Save and Reset Help Close Close aa Preference Topics Map Defaults er Locale S Map Home Text United States of America g Map Defaults aes t This is the place you d like to display on the map when the program starts pm Map Tips Examples Atlanta GA or Ohio or Canada c se Show Points of Interest Main Map Street Speeds 7 Show Points of Interest Address Locator Map F Driving Directions Examples Restaurants Banks Fuel Stations eS Data Defaults Draw Approximate Route Paths On Multi Route View Field Naming Note Drawing route paths will slow map performance E Company FIGURE 11 3 shows the Map De
19. or manual selection routing option 2 but rarely would you want to combine the two g Wista a wisbad San Marcoa y J mM i fee CF act _ Select Properties Delete Reassign Cancel i in List Stops FIGURE 9 5 shows the map menu that appears once you ve drawn a selection mode rectangle around one or more stops 67 STREETS YNC USER GUIDE Viewing a Single Route in Detail When you assign stops to your routes you have several options to look at each route in greater detail The ListView will show each of the stops on your route and also will show totals for the route If you wish to view a single route on the map then you must first select that route from the main interface either from the content frame or the route listing Once the route is selected you can click on the View on Map tool that appears on most ribbon pages such as the View ribbon The route will then display on the map Whenever a single route is shown the driving directions are displayed by default The sequence numbers for each stop will also be shown on the map so you can get a feel for the order of events taken by the route Map Display ejs 5 A 1 Time Mile Instruction For Toward i Summary 23 8 miles 1hour 35 minutes 8 00 AM 0 0 Depart 1 on Boyd Ave West 98 yds 8 00 AM 0 1 Turn RIGHT North onto Genesee Ave 0 7 mi 8 03 AM 0 7 Turn LEFT West onto SR 274 Balboa Ave 2 2 mi 8 07 AM 2 9 Road name changes to Gar
20. re sequence a route only the se cted route is affected You are essentially overriding the software and forcing it to handle the route in your preferred stop order Re sequencing is as simple as selecting a stop from the ListView and then clicking on the Move Stop Up or Move Stop Down tools These tools are also explained earlier in this chapter Using Drag and Drop to Re Sequence Stops Re sequencing can also be as simple as dragging and dropping the stop in the ListView Simply select a routed stop and left click it While holding down drag the stop item up or down in the list to move it When you re ready to finalize the move simply let off the item or drop it to complete the re sequencing of the selected route stop 70 STREETS YNC USER GUIDE Structuring Your Data Folder amp Route Setups One of the more common questions asked by first time users of the program is how to best setup the folders and routes within the program The truth is there is no best way to setup the data structures that would apply to all users but there is always a best way for each client to structure and store their route data Here are a few common examples and likely one of these will best apply to you Scenario 1 This scenario is likely the most common way to store route data within A Folder Summary StreetSync The folders would oo Cro be based on days of the week ff Unknown Addresses 0 or calendar dates an
21. shows the bombsight displayed when a Locate on Map is performed Method Locate By Typed Address The simplest and likely fastest way to correct an address is to simply type a potential correction and repopulate the candidates list The tab labeled Locate By Typed Address allows you to do this Essentially the candidates created based on this method are derived directly from the text based address you ve supplied Once you enter your new address text you ll be able to click on Update Candidates button to refresh the list of possible candidates found These candidates will either be based on the full address entered or based on only the zip code center point of that zip code or city center The candidates offering full addresses cy Update Candidates Candidate Addresses are typically more exact than those based from METE EE zip code centers and city centers F 92024 Postal Code Center ju Encinitas CA City Center FIGURE 4 8 shows the candidates list and update button 34 STREETS YNC USER GUIDE Candidates listed may be exact matches or may be suggested matches or nearby center points of postal codes or city centers You ll need to discern which of the listed candidates is the appropriate match if any If there seemingly is no typed address that can assist you to locate this address then you may need to use another method such as the Locate On Map method to locate this address If you do fi
22. what if you want to create another set of route plans and keep them apart from this first set StreetSync uses Routing Workspaces to accomplish this task You can therefore have multiple workspaces think of them as self contained routing project files and work with each independently of the others This is great if you want to solve Seattle and Portland in different workspaces or if you want to route your service fleet in one workspace and your sales fleet in another workspace The advantage to utilizing multiple workspaces is that the content of each workspace may be unique unto itself Therefore it might simplify your routing activity by allowing you to encapsulate each routing project into its own workspace With routing workspaces you have full flexibility over creating and maintaining any number of routing scenarios S treetSync first installs with a single default routing workspace named Accessing Routing Workspace Functionality All routing workspace options are available within the file menu This menu can be accessed by clicking on the file tab on the top left FIGURE 12 1 shows how to launch the Application Menu to show all routing workspace options 95 STREETS YNC USER GUIDE Adding New Workspaces To add a new workspace choose New Workspace on the application menu You ll want to add a new routing workspace if you wish to create a new routing project that will be completely self contained and whose data w
23. 2 as a refresher 44 STREETS YNC USER GUIDE How to Edit Existing Route Template Properties To manage your existing route templates you will need to first select the route templates ribbon page Once the route templates area is displayed you ll be shown a list of all existing route templates You can select one or more route templates and then you ll be able to click the Properties button to edit the selected route templates FIGURE 6 4 shows how to launch the Route Template Manager form to manage existing route templates When managing existing route templates you ll be able to perform actions such as renaming the route template changing the start and end locations and deleting the route template entirely Route templates can also be duplicated via the Duplicate Route Templates button This is convenient if you make a single route template and wish to quickly create multiple copies of it For instance you could make one route template for your Seattle branch and then quickly make 11 copies of it since you have 12 vehicles in total How to Add Routes Routes are created from existing route templates and are added to your currently selected solution folder Therefore in order to add routes you will need to have already added one or more route templates to the system and also you must have your desired fie solution folder selected that these routes will be created within Once you select that folder
24. Current Status Matched 127 N El Camino Real Lat 33 0468013231 Match Type Street Address Manual Encinitas Lon 117 2594991792 CA 92024 FIGURE 4 5 shows the Current Status Area portion of the Address Locator form 32 STREETS YNC USER GUIDE Address Locator Methods Area Four Methods Are Provided For Matching Addresses The Address Locator form offers four means by which to correct addresses Locate on map locate by typed address locate by One Box and locate by latitude longitude All four will be discussed in greater detail below Each of these tools is available to be utilized in this lower Address Locator Methods area Each of the four methods have their own means to match addresses but what they have in common is that they all display a list of candidates related to that method type and they also all have a map to display those candidates for you E Q a gt L Locate On Map 0 Locate By Typed Address 3 Locate By One Box 0 Locate By Latitude Longitude 0 Address 127 N EL CAMINO REAL F Address 2 I Microsoft MapPoint Cty Encinitas _ State cA Postal 92024 Nation us E Candidate Addresses AEJ 127 N El Camino Real Encinitas CA 92024 US P 92024 Postal Code Center PS Encinitas CA City Center Turner Ave ite Set as a Match FIGURE 4 6 shows the Address Locator Methods Atea portion of the Address Locator form Understanding the Address Matchin
25. E ES ondido a N FIGURE 2 13 displays the MapView within the main program interface 14 STREETS YNC USER GUIDE How to Move and Manipulate the StreetSync Map To zoom in closer to street level you can double click on the map or choose the Zoom To button from the map toolbar To zoom out you ll simply have to right click anywhere on the map for the right click option or choose the Zoom Out button from the map toolbar You can also zoom in and out via the mouse center scroll wheel if your mouse has one that is The Zoom To Items tool the spyglass without a or will zoom to your currently displayed content such as the pushpins you have displayed To pan move north south east or west you can select the pan tool the white hand and then left click the mouse and hold down wherever you drag the mouse the map will move along with you There are also browser like Back and Next buttons at top left that allow you to go to the previous and next views The Home icon will take you to your default map level such as the city in which you operate How to Use Manager Forms StreetSync uses a standardized form called a Manager form to allow you to retain and edit your program data These manager forms are available for solution folders depots route templates routes stops customers amp routing workspace settings The individual data elements present for each of these items will vary bu
26. Help Close Close Preference Topics Partitioning Lo Locale a Map Defaults A Map Tips Partition Based On Balance Partitions by Time service amp drive time we Partitioning Partitions Routes will be balanced based on the factor that you select Routing E V Keep Stops With Identical Addresses Together Partitioning Preferences B Street Speeds E Driving Directions Data Defaults Field Naming tr Company FIGURE 11 4 shows the Partitioning topic area and the routing related preferences available to you The Partition Based On option allows you to specify your preference on how partitions route clusters are generated You re able to attempt to balance those based on stops count length of route in distance length of route in terms of time and capacity If you wish to give all drivers the same number of stops youll want to choose to balance by stops Then if you have 60 stops and 3 drivers each driver would get 20 stops If instead you wish that they all work balanced routes in terms of time you ll want to choose to balanced based on time In order to balance by capacity you ll need to have capacity values entered for both your route templates routes and for your stops Empty stop capacity values will be given a value of 1 for their capacity in case you don t provide a number Balancing on capacity is really just balancing on the numeric field in the capacity field That field could be filled with revenue cubes
27. SER GUIDE Preferences Panel Street Speeds You are able to enter your default street speeds for each general roadway classification These speeds are used for all vehicles and for all times of day Preferences Panel Driving Directions This area allows you to alter the text that will appear on the stop name line of the driving directions By default the name and address will be shown but you can choose to show comments for instance on the driving directions output Preferences Panel Data Defaults Workspace Preferences Manager h OO Save and Reset Help Close Close Preference Topics Data Defaults Le Locale Note Newly added and imported stops and customers will default to using y Map Defaults these values as defaults Existing data will be left in tact Also if your import source file contains specific values then those values can be used rather than A Map Tips these defaults i Routing Default Service Minutes Value e A Street Speeds eee Default Nation Text Recommended if your stops are primarily E Driving Directions within your host nation i Optional Recommended only if your stops Data Defaults Default State Province Text are primarily within one state or province 3 Field Naming Cost Per Mile 0 50 A numeric unit dependent on your locale Examples 0 50 per mile or 0 40 per KM Company v Create Unique Customer Numbers By Default
28. Selecting via buttons or the dropdown will have the same effect it s just your preference for what s easier for you FIGURE 2 15 displays a Data Manager form s record selector area 16 STREETS YNC USER GUIDE Editing Selected Item Content Depending on the selected Data Manager form you ll have different content available to be edited In the example image below we re editing a stop and you ll see that you can edit items such as the stop s name stop job number service minutes address etc Once any of those items is altered the Save buttons will become enabled and allow you to save your changes permanently Some Data Manager forms have tabbed information these tabs are highlighted below By clicking on each tab you ll display the editable items specific to that tab xGoc Stop Properties Stop Name The Dutch Mil Stop Job Number 100211124954506 Service Minutes r fa Stop Address Display Address One Box Lattude Longtude Address 191 N EL CAMINO REAL 208 Matched Address Ss A Address 2 Matched 205 N El Camino Real City Encinitas Encinitas CA 92024 Lat 33 0494412035 Quick Find Map Find Lon 117 259977283 State CA Postal 92024 Nation US FIGURE 2 16 A Data Manager form with a highlight showing the editable content area and tabs Digital Address Matching Many Data Manager forms such as Stops Customers and Depots will require you to enter an addres
29. The same applies to stop job numbers This option if selected will apply these unique numbers automatically If you have it set to not selected you can still create unique numbers on the Customers Manager and Stops Manager forms via the button provided just right of the data input field Preferences Panel Field Naming You ate able to rename the Comments fields and the Capacity field within the program These names will appear within the program and will also appear on printed reports You can choose names for items that are familiar to your company such as Driver comment SKU Invoice number etc Preferences Panel Company The Company panel allows you to enter your company name This is then able to be exported to your Excel files and often can distinguish branches from one another Also client specific features can be turned on just for your company alone based on your company name For instance Company ABC may have a custom report built by RouteSolutions that is only available to them Based on their company name it is added to their list of reports available 94 STREETS YNC USER GUIDE Chapter Using Routing Workspaces StreetSyne offers you the ability to store your routing projects into individual files named Routing Workspaces New Workspace Within this workspace you re able to create your route plans for multiple drivers for multiple workdays However
30. When Adding Importing Customers Create Unique Stop Job Numbers By Default When Adding Importing Stops FIGURE 11 6 shows the Data Defaults topic area and the preferences available to you The Default Service Minutes Value option allows you to set a default number of service minutes for all new stops and customers added to the system This is commonly needed because a default is used but the import file does not have a service minutes value available If an import file provides a service minutes value then that value will be used and will override any default provided here The Default Nation Text should be entered as that text will be used for all new stops and customers added to the system The nation abbreviations are important as it assists the software with address matching items Likewise the Default State will assist you to reduce keystrokes and match addresses IF all of your addresses will be within a single state If you have addresses spread out across multiple states then we d recommend that you do not set a default for state province 93 STREETS YNC USER GUIDE The option to Create Unique Customer Numbers and Create Unique Stop Job Numbers may also allow you to reduce keystrokes but may or may not be desired by you If your organization already has customer numbers then you can import those to utilize them If you do not have customer numbers then you can allow StreetSync to create these for you
31. Wizard form Stops can be imported by clicking on the Import Stops button as shown below This button is available on ribbon pages such as Home and Tools Note that clicking the button will launch the Import Stops wizard Export Export to to File Device l g Import Stops Wizard f Fo Daily Service Jobs x Daily Delivery Jobs i be je FIGURE 3 1 shows the two ways to launch the Import Stops wizard Create a New Profile The first wizard frame allows us to either select a saved profile or to create a new profile We ll select the button shown in red below to allow us to enter a new profile mee In the future when E Step Choose Your Import Profile you return to this wizard any profiles E 7 you ve created will as spreadsheets and databases the wizard sil gddie on teem AA A CAA appear in the list and Sa a can be selected as well Import Wizard Stops FIGURE 3 2 shows the Import Stops wizard This first frame allows us to select an existing profile or to begin the process of creating a new profile 20 STREETS YNC USER GUIDE Select the Destination Solution Folder The stops you re importing will need to be placed in a solution folder You can either select an existing folder or you can also create a new Ter folder on this wizard CEES E March 4th frame lt CU FIGURE 3 3 shows the Import Stops wizard This frame allows us to select the sol
32. YNC USER GUIDE FIGURE 8 4 shows the Stops Manager form that is ready for user input If you re unsure about how to use a Manager type form please refer to Chapter 2 as a refresher All stops within the system will need simple information such as a name to recognize the stop with In order to route a stop you ll also need to give it a valid street address You ll know the street address is valid if the Matched Address area shows a green icon and a latitude amp longitude pairing If the address hasn t been matched you ll need to click on Quick Find and or Map Find to match your address Service Minutes is the number of minutes that you ll spend at a stop to perform the actions required at that stop Service minutes are therefore important as this value will potentially affect how routes are partitioned sequenced and how estimated arrival times ate calculated Please don t confuse service minutes with travel minutes they re completely unrelated When possible you should enter a unique stop job number for the stop Some users of StreetSync import their stops with this stop job number order number invoice number or often known by another name that may originate from your existing accounting or customer management system If you do not have such a pre existing stop number then you can dynamically create unique stop job numbers directly within StreetSyne If you click on the Comments tab as shown b
33. ach then you also F Yo Cut JE Delete have a tool available to you for this purpose Both _ G gt Copy Select All tools are available to you within the Properties Z Find tool button Editing items individually is the aa default behavior in order to edit items collectively Wila Ecit Properties Individualna Edit Properties Collectively View youll need to choose this item from the drop down list below the Properties button FIGURE 8 9 shows the button tools that allow you to edit stops individually or collectively 58 STREETS YNC USER GUIDE Chapter Route Creation amp Editing StreetS yne offers powerful multi vehicle routing capabilities yet allows for manual manipulation of routes This combination provides you optimized routes with total control over your final route plans and the last mile activity performed by your field personnel f youve read this manual s chapters in order to this point you ve learned important program aspects such as modeling your fleet importing your stops and finding your stops on the digital map If you ve not read the previous chapters then it s recommended that you do so before attempting to learn about creating routes with StreetSync The point being made here is that your routes are only as good as the information that creates them If your routes were not modeled to replicate their real world selves then it s likely the routes created won t be viable L
34. ained in the next wizard step Dynamic stop job numbers can also be created on the fly if you wish Note Field names that match exactly or predictably may be automatically mapped Saved profiles will retain your mapped field names as well Note If you d like to remove a field map you need to select the None Y item included in the dropdown fields list Note The program s online help contains a full description of the StreetSync fields their data types sizes role etc Your Columns Column Header Row Required gt StopName ImportAddress None ImportCity ImportState ImportPostal Use Default US X_Longitude Y_Latitude OrderNumber CustomerNumber ServiceMinutes FIGURE 3 7 shows the field mapper area on the Import Stops wizard form 23 STREETS YNC USER GUIDE Decide How To Handle Duplicate Stops Each stop you import can be imported with a Stop Job Number The previous field mapping step allows you to map how youll handle your stop job numbers That stop job number can be provided by you within a column field dynamically uniquely created or be left blank It is recommended that stops be given a unique stop job number The advantage to unique stop numbers is that you can more easily find stops within the system and also you can prevent items from being accidentally imported as duplicates into StreetSynce A scenario to describe where this is used is such At 9am you im
35. all of your routes assists the software to assign the best stops to any given route StreetSync allows you to enter these depot locations and then assign the start and end depots to each of your routes Entering this information and creating these associations at the onset is much easier than manually creating these depots daily Since the depots used by each route are permanently stored by the system you ll have less work to do when planning each routing solution since this knowledge will be retatned and applied automatically by the route solver Selecting the Depots Ribbon In order to work with Depots within StreetSync you ll need to click on the Depots ribbon as shown FIGURE 5 1 shows the Depots ribbon page as it appears within the main interface 37 STREETS YNC USER GUIDE How to Add New Depots Entering a new depot is simple You re able to launch the Depots Manager form by clicking on the Add Depots button E T U e e Vie Re ri f Jr a g Add Depots e FIGURE 5 2 shows the how to add a new depot by selecting this button tool from the main interface The Depots Manager form will now appear Because we re adding a new depot the form will be largely empty awaiting your input StreetSync does suggest a unique depot name by default as is shown Since this depot name will appear on reports and on your personal navigation device screens we advise you to name your depot with a nam
36. allows you to access route solving specific actions within StreetSync 2 Name a few pre routing tasks that should be taken prior to building routes 3 Is it possible to partition sequence and calculate multiple routes easily with a single button click If so how 4 True of False A stop can be reassigned to a folder other than its current folder 5 What map mode do you use if you wish to highlight one or more stops on the map to reassign them manually 6 There are two ways to move a stop up and down in the sequence list How are they the same and how are they different 73 STREETS YNC USER GUIDE Chapter Printing Reports amp Exporting Data Viewing route information on screen ts helpful but StreetSyne also lets you share data with your fleet personal and operations Managers that the ability to distribute your valued information is how to truly harness and capitalize upon the power of your information The Sync in our StreetSync moniker was adopted because it is our goal to keep your field personnel and your office personnel synchronized Keeping both on the same page will assist with communication and reaching your operational goals The reporting and exporting of data from StreetSync will allow you to achieve and maintain improved synchronization throughout your company t is often said that Information is Power Although that is true we feel Creating Reports It s easy to create re
37. ame that you ve specified in the program s preferences manager Stop Name v area P FIGURE 10 7 shows the Report Display area of the Report Viewer form Reports Available Within StreetSync Several reports are available within StreetSync e Route Manifest Simple Standard amp Complete Plus Mobile Formatted Versions A report intended for drivers This report will show a 77 STREETS YNC USER GUIDE basic stop by stop listing for all work to be performed for each route There are several manifest reports offered and each variation contains different levels of information and is named appropriately The basic variation has extremely basic information such as name and address the standard variation offers more information such as estimated arrival times and capacity values and the complete variation offers comments and totals The Mobile variations are sized to display correctly on smaller screens such as smartphones and tablets Typically the mobile variations are emailed to the drivers from the report viewer Driving Directions Only A report intended for drivers This report supplies turn by turn driving directions for each selected route Route Overview Maps A report intended for drivers This report shows the complete path of each route on a single printed sheet Manager s Route Summary A report intended for managers Shows totals for all routes within a solution fol
38. ate is that you won t have to re type the address or attributes such as service minutes at that customer 51 STREETS YNC USER GUIDE How to Add New Stops There are three ways to add new stops 1 2 3 The first way to add stops to the system is via the Stops Import Wizard form This form was discussed in detail in a previous chapter Please refer to it for additional information A second way to add stops is to manually add them via the Stops Manager form This form can be launched via the button shown in the image below The stops you create will be added to the solution folder that you currently have selected gem ain a3 f d A FIGURE 8 1 shows the button tool that allows you to add stops to your current solution folder A third way to add stops is to create stops from existing customers In order to add stops this way you d need to have one or more existing customers already within the system We ll explain customers in greater detail later in this chapter The very purpose of customers is that they exist to act as stop templates so that you can retain your customer data and quickly create stops from those saved customer records If you have one or more customers in your list note you must have the customers ribbon page selected then this button will become active Selecting this option will then open a dialog form A stop will be made in your currently selected solution folder for each
39. be handled based on your selection below My selected field CustomerNumber contains unique customer numbers If one or more of your customer numbers being imported matches an existing item s customer number then you ll need to verify how this is handled Note Empty customer numbers If the customer number you supply is empty then a unique customer number will be generated and the customer will be added with this number Select your option for handling duplicate customer numbers Don t import my matching item Update existing item with information from the imported item Note All data will be updated with the exception of matched address values In other words any address matches that you ve saved won t be affected FIGURE 8 7 shows the Customers Import wizard frame related to handling duplicate customer numbers Customer numbers within StreetSync must be unique If your import file doesn t have any unique customer numbers then you can inform the wizard to created these automatically for you If your import file does contain unique customer numbers then you ll need to select that column field to tell StreetSync that customer numbers will be utilized from the values within that column field When you import or add new customers the system will check and verify if the new customer number potentially being added already exist If the customer number does not exist it will add that new item If the customer number does exi
40. calculations such as expected drive time total expected miles estimated arrival times and mote Partition Folder Tool Rather than optimizing your j folder s you can instead ah i i choose to simply partition your folder s Partitioning is 2 similar to the Optimize a i A Folder tool explained above However the Partition Folde option wil only perform the action of breaking all stops into partitions for you This tool will zot continue to optimize and calculate the routes within the folder The reason you might use this tool is that there are times that you are performing very high level strategic planning For instance you have 2 000 statewide customer stops and you d like to break those into 8 equal partitions based on stop capacity In such cases this tool works very nicely because it won t bother to perform the time intensive actions of sequencing and calculating the routes Instead it will perform only the partitioning portion and since your partitioning runs so quickly you ll have the result available to you very quickly Please beware however this tool won t sequence the route partitions that are created and therefore they won t be put in the order that reduces their route 61 STREETS YNC USER GUIDE miles This tool is not intended for creating routes it is intended for partitioning the work within a folder only Clear All Routes Tool For any selected folder s you can choose the too
41. chapters When we first import stops into a folder they ll default to being Unrouted stops Therefore they ll appear in that area and if we visualize those stops on the map theyll appear as simple black map pushpins as shown in this image We have two routes available to take on these stops and we now have two ways to assion these stops to the available routes in this folder l bE Lake Miramar 67 Re Routing Option 1 Routing Via Automatic Tools The first option is to use the Optimize Folder tool previously explained in this chapter This tool allows us to build routes automatically When we click on the Optimize Folder option the program will use its solver to divide all stops by the number of routes available to the folder It will attempt to create geographically distinct partitions no crossover amp overlap and also to create balanced wotkdays for each route In other words it is trying to make fair routes that are also very efficient overall The optimizer will also sequence and calculate each route to reduce miles driven by each route 65 STREETS YNC USER GUIDE After we ve completed the Optimize Folder action the routes leave the Unrouted Stops area and are placed on their respective routes You ll see that the routes then take on the work and their statistics will show the effect of the added work on those routes By selecting the folder and clicking on View on Map
42. d any stops that have a stop job number which already exists for an folder Or existing stop anywhere within this workspace Basically this will prevent duplicate stops from continually being reimported if their stop job number already exists in this workspace workspace level FIGURE 3 8 shows the options for handling duplicate stop job numbers 24 STREETS YNC USER GUIDE Update Imported Stops From Existing Customer Data Stops that you import can be updated by existing customer data The stops and customers are connected by Customer Number So each customer and each stop both have a placeholder for this customer number value and if they match then this type of editing becomes possible The typical scenario for this edit would be that you already have a customer within StreetSync that has a customer number of ABC123 That customer s address had to be located on the map manually and we have comments specific to this customer such as KNOCK LOUDLY that we ve collected over the course of time We ve put some work into collecting and maintaining this level of routing information and we want to use it whenever possible with as little effort as is necessary So if you then import a record with a customer number of ABC123 StreetSync is aware that this stop s customer number matches an existing customer number Now the world is your oyster because you can have StreetSync automatically update information for this stop from you
43. d backups Not only can this wizard be used for backups but you can also use it to share your workspaces For instance if you have two licenses of the application you can pass these workspaces back and forth from one employee to the other very easily via this wizard Also if you need to send a workspace to us for technical support this allows an easy way for you to do this 98 STREETSYNC USER GUIDE Restoring Routing Workspaces Routing workspaces that have been previously backed up shared can be restored by clicking on the option of that name from the main application menu Restoring a routing workspace will allow you to take a routing workspace from a backup or provided to you by a co worker and to include that routing workspace in your list of current routing workspaces For instance if your manager worked on StreetSync over the weekend they could then Share the routing workspace they created and you could then restore it on your machine in order to see the routes that were created S Restore a Workspace x Q Step Information Before You Begin Restore a Workspace This wizard allows you to restore routing workspaces that were previously backed up or being shared from other users Tips for restoring routing workspaces 1 The file you will restore will be a StreetSync data file ssd extension This file may come from various places such as your own backup disk another computer on your network or havi
44. d ems m ed e FIGURE 1 2 shows some of the nations where StreetSync is available Countries Handled by StreetSync Include Canada the United States of America and Puerto Rico for the North American version The European version includes Germany United Kingdom France Italy Austria Portugal Spain Denmark Belgium Sweden and portions of Norway Additionally the program works in Australia and elsewhere Languages Available English and German partial are currently offered STREETS YNC USER GUIDE Chapter The Basics of StreetSync Understanding the basics of StreetSyne will alow you to install and use the program with ease In this chapter youll learn the program basics to help you get started using StreetS yne your business operations As you know it is a daunting task to efficiently route and manage your mobile assets StreetSync simplifies these tasks by providing an easy to use interface to allow you to schedule and manipulate your fleet s planned activities n the previous chapter we highlighted some of the ways that StreetSync can assist The Benefits of our Bing Maps Integration StreetSync is fully integrated with Microsoft Bing Maps to allow for powerful mapping and route generation Bing Maps uses online digital maps that are updated automatically and frequently Complete international street data updated in a timely fashion Turn by turn directions to assist your drivers Map
45. d the 3 WD sce 4 routes within are based on E Tim 5 drivers or vehicles as is shown E tarry 5 here If you have different E Ralph 5 stops and drivers daily then WD Jane 12 you may make folders named with calendar dates If the work is repetitive in nature then you may wish to have day of the week folders as master folders and then on any given day you just make a copy and then do any one time removals edits and additions to the copied folder In this way the master folder can still stay intact and will be ready for you next week when that workday rolls around again Scenario 2 This scenario is another common means to store route data within StreetSync The folders would be based on drivers or even on the physical vehicles themselves and the routes within are based on dates or days of the week as is shown i Folder Summary here This structuring of datais fg y Ce 3 Unrouted Stops 0 often beneficial if you think of p i P Unknown Addresses 0 your work to be performed in 1 E Monday 0 terms of your drivers As in T B Tuesday 0 already know these 100 stops go to Joe so I M be putting these stops in Joe s folder Now I just need the program to tell me what Joe should do on each workday this week in order to get it all done by the end of the week D Wednesday 0 LJ Thursday 0 kal Friday 0 71 STREETS YNC USER GUIDE Scenario 3 But wait there are even more powerful and slightl
46. der This is similar to the information displayed in the program s list view Exporting StreetSync Information to File StreetSync allows you to export its information directly into several different file types The Export to File tool is present on the Home ribbon tab and it will be available for you if one or Export more solution folders are present in your wotkspace Clicking on this tool button will launch the Export to File wizard form FIGURE 10 8 shows how to launch the Export to File form from the main program interface The Export to File Wizard form will now be displayed At the onset you ll need to create a new export profile To do so you ll need to click on the Create a New Profile button shown below to continue 78 STREETS YNC USER GUIDE Create a New Profile gt FIGURE 10 9 shows the Choose Your Export Profile frame for the Export to File wizard form The wizard will now provide a list of file types that you can select Comma separated values csv files are the most common choice because they are Excel readable files If you wish to export to a database maybe because you ll then be uploading that data to your host database then Microsoft Access may be your choice An XML export is available for those companies looking to push route results to a web application or viewer For this example we ll choose csv as the option and click Next to move forward Export to File
47. detai You might want Cc S to add a few folders with calendar dates or days of the week for starters The route templates you ve added previously can be easily included in your folders one folder aaeei via this izard Click E Add Solution ii ha wizard Clic Ip Add Solution aa Next once you are ready to proceed Learn about Solution Folders How to use Solution Folders in building routing scenarios 7 V Show this wizard for new routing workspaces I create FIGURE 2 3 this Getting Started wizard step allows you to add and manage solution folders Step 4 Add Stops Stops are the actual routable points that you ll be introducing into the system You can either type in stops or import them from an external source There are help chapters related to Stops and Importing Stops with complete information on these topics If you create at least one stop or Add Your Stops import at least Stops are the waypoints that you ll be adding to your routes Each stop can by typed in or imported from an external file The one file then this stops that you add will reside in an existing solution folder Getting Started with StreetSync Desktop 5 E Step Add Your Stops There is no limit to the number of stops that you can add to any folder The will assist you to stops that you add wil each need to be mached on the digital map and learn the softw are therefore you l want to utilize quality addre
48. dresses are present Clicking WH martha 10 on any of the listed items in the content selector will affect what is displayed elsewhere within the main interface FIGURE 2 11 displays the solution folder contents selector within the main program interface 13 STREETS YNC USER GUIDE Selection Detail ListView The selected content item see above for any folder has detail associated with it Therefore once you click on a content item the detail associated with that item will be displayed For instance if a route is selected the ListView will display information for all stops currently assigned to the selected route Solution Folders lt lt Folder Contents Folder Summary Route Contents Folder Summary 9 8 10 Unknown Addresses 1 WD Larry 9 WD ose 8 WH Martha 10 FIGURE 2 12 displays the selection ListView within the main program interface StreetSync MapView The MapView allows you to spatially view your selected content Different levels of information can be displayed on the map such as all stops in a solution folder a selected route an unrouted stop etc To view specific information simply select it from anywhere in the main interface and then click on the View On Map button or choose View On Map from the View menu Above the map are tool icons for map tasks such as zooming in zooming out etc g American Legion Post 444 7720 EL CAMINO REAL J carlsba Carlsbad CA 92009 US P
49. dually or collectively If you individually edit stops youll be editing them one at a time If you wish to make collective edits such as selecting 5 stops and setting all of their service times to 10 minutes each there is a tool available to you for this purpose Both tools are available to you within the Properties tool button drop down Working with Customers StreetSync offers a full complement of tools that allow you to work with your existing customers The Customers ribbon tab allows you to access all of these tools FIGURE 8 6 shows the Customers ribbon page as it appears within the main interface 55 STREETS YNC USER GUIDE Importing Customers The Customer Import Wizard is used to import customers into StreetSyne from external files and sources The customers ribbon tab offers a tool named Import Customers that will allow you to launch this wizard For details on this wizard you should reference the chapter devoted to the Import Stops Wizard within this manual The majority of the concepts of the stops import wizard and the customers import wizard are shared The one frame that is unique to the customers stop wizard is related to how you d like to handle your potentially duplicated customer numbers Import Wizard Customers G Step Select How To Handle Duplicate Customer Numbers Items with unique customer numbers are automaticaly added Items with would be duplicate customer numbers will
50. e stop such as stop name and display address p 7l Keep this form open when the report viewer launches View This Report Close 1 FIGURE 10 2 shows the View amp Print Reports dialog form and the options allowed on this form Launching the Report Viewer Form First you must select the report that you d like to generate Also you ll want to check on off the folder and or routes of interest to you for this report Once you re ready click on the View This Report button to launch the report viewer FIGURE 10 3 shows the View This Report button which creates the report once clicked 75 STREETS YNC USER GUIDE Understanding the Report Viewer Form The Report Viewer form will now be displayed The report viewer has several areas that are important to you Be StreetSync Desktop 5 Report Viewer File View fay OD S Pale Gen 100 gt G Document Map g X 2 Table of Contents Today s Routes Joe Today s Routes Larry Today s Routes Tim Pagel of 5 Zoom Factor 100 FIGURE 10 4 shows the Report Viewer form The first area to explain is the menu and icon bar area The icons from left to right will allow you to do the following File View fate elie PaleGen 100 uy FIGURE 10 5 shows the icon and menu options on the Report Viewer form e Show hide the table of contents e Use the Find tool to locate report contents e Print while first choosing fr
51. e that will be universally recognized by both your office and field workers mo G o CF 401 K St Matched Address Be ig Matched 401 K St San Diego CA 92101 Lat 32 7083483711 lle Quick Find pee Map Find si Lon 117 1609942149 FIGURE 5 3 shows the Depot Manager form s address matching related areas 38 STREETS YNC USER GUIDE In order to save the depot you ll need to match the depots location on the map Matching is attempted automatically or you can click on the Quick Find button If you can t locate the address automatically you may need to click on the Map Find button to manually match the depot on the map Once the address is matched you will see the matched address and also the latitude longitude for the matched address If the matched address differs from your typed address this is typically not a concern Your field personnel will see the display address that you ve imported or entered The matched address is used purely for the internal purpose of matching the address If you re unsure about how to use a Manager type form please refer to Chapter 2 as a refresher How to Manage Existing Depots Your existing depots will be listed within the m a depots area If you select one or more depots youll have the opportunity to edit the selected depot s via the Properties button When managing depots you ll be able to perform actions such as renaming the depot chan
52. eassign Stops 4 3 t M S Landmark Supply 2 Stop 127M MES The Dutch Mill Stop 1910 n L Neer m ay NELT amp Ste A nns Wop FIGURE 9 7 shows how to select stops and the button tool necessary to reassign these stops to another route Once yov ve selected one or more stops then the Reasssign Stops tool will become available and is shown in the image above Clicking this tool will launch the form to allow you to reassign the selected items Reassign Stop s Dialog Form The reassignment dialog is now shown and the routes you have available in this folder will be shown in the list The route that the stops originally appear on is intentionally not available for selection After all you can t reassign an item to the same route it s currently on The unrouted area is also provided in case you d like to move your stops from your route to this area Each route listed also contains measurements from your selected stop s being reassigned to the center point of that route In other words you can see which routes are furthest away and which ate closest on average The closest route isn t always the best however it may 69 STREETS YNC USER GUIDE already be your business route You ll have to weigh all of this information and choose the best route based on these multiple criteria Once you choose your preferred route you can then click OK Notice that the stops will be subtracted from the original rou
53. elow this will allow you to enter additional information about this stop You can enter information such as the phone number at the stop destination capacity for the stop best arrival time comments and more IZ Comments 54 STREETS YNC USER GUIDE FIGURE 8 5 shows the tabbed selector of the Stops Manager form The second tab allows you to view and edit various properties for your selected stop General Tips on Stops It s typical to have a large number of stops within the StreetSync system If you need to find a specific stop you can easily do so via the Find tool Simply click on the Edit ribbon menu and select Find Stops to launch the form Entering default service times is often a good practice If your import database or spreadsheet doesn t track minutes spent at customer then the system will set each stop to be handled instantaneously Instead you may want to make a column or field so that you can import more realistic service times for your customers When possible its important to tag orders with their stop job numbers Doing so will enable the Import Wizard form to handle the special circumstance of being able to pass over duplicate orders Essentially you can prevent orders from unintentionally being duplicated when they re imported twice into StreetSync Stop job numbers can either be imported into StreetSync or they can also be dynamically generated by StreetSynce Stops can be edited indivi
54. en prompted answer Yes to delete the location You ve just mastered using a Manager form 18 STREETS YNC USER GUIDE Chapter Importing Stops StreetSync makes it easy for you to import your customer stop data A step by step wizard simplifies the task and can be saved to make repetitive daily imports a think of ease from It s important for fleet management software to import all of your pertinent routing information and to make the task easy to perform StreetSync handles both considerations via the program s Import Wizard This wizard allows you to customize your import routine to adapt to your unique data format enerated routes are only as accurate as the individual stops they are built Recognized Import Data Formats StreetSyne recognizes that your data may be in several different formats and was designed to adapt to your format StreetSync is File Format Friendly Our software is able to import directly from various programs and formats such as Microsoft Access Microsoft Excel csv Oracle Microsoft SQL Server and more Our OLE DB import allows you to import from various other databases and file types as well In short StreetSync has created its import routine to make it possible for you to import your data easily and effectively with no need for complicated data conversion and tedious manual editing 19 STREETSYNC USER GUIDE Import Stops Wizard Launch the Import Stops
55. es can stump even the savviest dispatcher Drivers may be new to your organization or to your service area and may lack the same intimate geographic knowledge held by your long term employees StreetSync was designed to allow your staff to accurately place your customers in a way that will allow for the best possible route creation and will also allow for your field personnel to be provided with maps that accurately and clearly show the proper route path to be traversed The end result is fewer miles driven by your employees and improved customer service ven for a router dispatcher with local awareness the task of customer address Addresses Exist In Twos And Here Is Why Each program item such as a Stop Depot or Customer requires input of a valid street address so that the item can be placed on the digital map We call this process Address Location There are many tactics to matching addresses both automatic and manual that are discussed later in this chapter Unfortunately not all addresses will be able to be automatically located on the map Sometimes this is because the address has missing information or an error while other times the digital map lacks the proper street In cases where you have missing or incorrect information the fix is simple enough you simply need to correct or complete the address But there is the other possibility that your address IS correct and the digital map is incorrect In such cases you actual
56. ew Stops Managing Stops Working with Customers Importing Customers Search Customers Adding Customers Individually Managing Customers CHAPTER 9 Route Creation and Editing Invoking Routing Actions Important Pre Routing Activities Folder Level Routing Options Route Level Routing Options Stop Level Routing Options Creating Your First Routes Manually Editing Routes Ways to Create Routing Scenarios CHAPTER 10 Reporting and Exporting Data Creating Reports 41 43 45 45 46 46 47 47 49 49 51 52 53 55 56 57 58 58 59 60 60 61 62 63 65 69 71 74 74 Reports Listing and Description Exporting to File One Click Export Export to Devices CHAPTER 11 Learn About Program Preferences Launching the Preferences Manager Preferences Manager Topic Areas CHAPTER 12 Learn About Routing Workspaces Using Routing Workspaces Backing Up amp Restoring Workspaces 77 78 83 84 88 89 89 95 95 98 STREETS YNC USER GUIDE Chapter Welcome to the StreetSync Vehicle Routing System StreetSync Pro is an easy to use vehicle routing system for your PC In this chapter you will learn how the program can simplify your daily operational activities your fleet assets The product is produced by Route Solutions Inc a market leader in vehicle routing and scheduling solutions The purpose of this document is to familiarize you with the features and benefits of StreetSy
57. faults topic area and the options this allows The Map Home Text is the default area at which the map is centered Typically it is named after a state or a metropolitan area Working examples are Minneapolis MN Ohio Orange County CA New England Canada etc The Show Points of Interest allows you to show the place icons such as restaurants gas stations etc You can choose to show these on the main map on the address matching map or both The Draw Approximate Route Paths allows you to see the approximate street path that will be taken by each of your routes as they ll complete their routes Please note that drawing these paths takes additional time and therefore this option is defaulted to not be utilized You also have the option provided that you ll be drawing paths to show directional arrows and to include route stems Route stems are the travel from the start depot to the first stop and from the last stop to the end depot 90 STREETSYNC USER GUIDE Preferences Panel Map Display Map Tips You can customize the information that is shown on the map when you double click on a Stop pushpin The informational bubble that displays includes name and address by default You re able to choose additional informational fields to display via this preference area Preferences Panel Partitioning Workspace Preferences Manager h 8 O Save and Reset
58. g Methods The Address Locator offers several methods to correct addresses There are some cases where correcting an address is the easiest and best means to correct an address On other occasions you d rather pan the map to locate and match the address We ll now explore all four methods and help you to understand the full capabilities of each and how by utilizing multiple methods you ll be able to more easily match your addresses within StreetSync 33 STREETS YNC USER GUIDE Method Locate On Map With StreetSync you can find addresses simply by panning the map into your desired position This is perfect for cases where the text address isn t being recognized but you re aware of where the address is and would like to simply pan the map to that location to set it as a match Once you re on the Locate On Map tab you ll automatically see the bombsight at the center of the map This bombsight also appears automatically if you re on any other tab and manually pan the map In other wotds the program recognizes by your pan action that you re using the map to locate the address and that bombsight is shown for your benefit Whenever the map is panned the current address underneath the bombsight is automatically determined and shown to you as a candidate within your list To accept a candidate as a match you can double click it a eee or also click on a the Set as a Match tool MapPoint FIGURE 4 7
59. g Solution Folders To manage your existing solution folders you ll need to first select one or more folders from the main interface You can select the single folders from the solution folder list on the far left of the main interface Routing Area Solution Folders lt lt Once one or more folders is selected you can then click on the Properties button to load the Solution Folder Manager form FIGURE 7 3 amp 7 4 from left to right show the listed solution folders and the button tool that allows you to edit folders Once the Solution Folder Manager form is displayed you will be able to edit solution folder information such as the name of your solution folder Using the All Folders Area The All Folders area allows you to list all your solution folders at once This is convenient because it allows you to see the folder statistics side by side You can also select multiple folders stmultaneously for group edits group deletes etc StreetSync Desktop 5 My FIGURE 7 5 shows the All Folders ribbon page as it appears within the main interface 49 STREETS YNC USER GUIDE The All Folders area has a tabbed selection allowing you to choose the means by which your data will be displayed The Folder Summary Listing will list all folders side by side including their overall totals The Selected Routes Viewer allows you to drill down to route specific selections For instance you
60. ging its display or matched address and deleting it entirely FIGURE 5 4 shows how to launch the Depot Manager form to manage existing depots General Tips on Depots Depots ate repetitively used throughout StreetSync and are therefore very important It is important to create your depots with extremely accurate matched addresses If your depots are matched two blocks away from their real world location the routes will be less effective due to incorrect turn by turn directions and your drivers may lose confidence in the reports and other output provided to them Develop a naming standard for your depots If you have multiple depots to be entered you ll want them to look consistent and logical when compared to one another Depots can also be hypothetical points Of course depots can be created from actual physical locations but they can also be created from imaginary 39 STREETS YNC USER GUIDE areas For instance if you re a sales manager routing individuals in a region that you aren t completely familiar with you may need to create common sense depots in general areas of the city so that you can proceed to create your routes Keep in mind that the depot addresses can always be edited later 40 STREETS YNC USER GUIDE Chapter Learn about Route Templates amp Routes Route Templates and Routes allow you to model your real world fleet and to incorporate your company rules and practices into your optimized r
61. h Customers pane Adding Customers Adding customers can be done in three ways 1 Customers can be added via the Customer Import Wizard form This tool is available from the tool of the same name within the Customers Ribbon area 2 Customers can also be added one at a time To do so you ll want to click on the Add Customers tool within the Customers Ribbon area This will launch a dialog that will allow you to enter your customer s information and then save it for later use 3 Customers can also be added from existing stops It was already covered that stops can be created from customers and the inverse is also true In order to create customers from stops you ll need to select one or more stops from within the program such as unrouted or routed stops and then within the Tools Ribbon area you will be able to select the Create Customers from Stops tool When this tool button is clicked it will launch the dialog form that will allow you to finalize the creation of these new customers from the selected stops Managing Existing Customers In order to edit and manage your existing customers you ll need to select one or more customers from the list of displayed customers Customers can be edited individually or collectively If you individually edit customers youll be editing them one at a time If you wish to make collective edits such as selecting five customers and setting all of their setvice times to 10 minutes e
62. have a text description and an icon related to the task being performed The ribbon has several ribbon pages such as Edit View Tools etc When you click on each ribbon page it will display icons specific to that topic The main Home menu ribbon will display the most commonly used program tools while the other ribbon pages will show a more comprehensive list of tools related specifically to that page s title For instance the Edit ribbon page as shown below will show all program tools related to editing such as Copy Paste Delete etc Hovering your mouse over a ribbon tool it will cause more information to be displayed for that tool A few quick tips you can double click the ribbon page names to show hide minimize the ribbon menu and you can click the Windows Alt key to show the keyboard shortcuts for all ribbon menu tools 11 STREETS YNC USER GUIDE Sizetsyme South Region Routing Tools Depots Route Templates Customers All Folders Help Evaluation 3 o BS eA oO p Program Add Solution Add Routes Add Stops Import Delete Clear Selection Find Stops Preferences Folders Stops System Add Data Edit Data FIGURE 2 7 displays the ribbon menu within the main program interface In this case the Edit ribbon page is displayed The Quick Launch Menu StreetSync offers a Quick Launch icon menu at the top of the program These icons are smaller but are always a
63. herefore to that driver s device If you re saving all the files to a library for later use then you may select many or all routes at this point Export to Devices por Step Select the Routes to Export Please select the routes that you would like to include Name Routed Stops Route Miles Route Hours Drive Hours Service Hours Capaci Today s Routes Q Vl Calculate routes Allows route statistics that otherwise won t be available i Next i Cancel FIGURE 10 18 shows how the Select the Routes to Export frame of the Export to Device wizard form You are able to choose if you ll be placing the route file s created onto the connected device or if you d like to simply save them to a folder path so that they can be manually placed on the device at a later time Click Next once you ve made your decision Export to Devices K Step Select the Destination for Created Files Please choose if you wil transfer files to a device or create the files for later use a My device is connected and is located at If your device doesn t appear then please ensure it is currently a connected to your PC via its cable Also the device s screen may be at a prompt asking you if you d like to connect it to this Refresh computer Some devices do not allow for the importing of route files please contact us for a list of supported devices f Clear device prior to loading the new files Va 1 wil not be
64. ibility to both match the address to the map while keeping your preferred text in place for display and reporting purposes How SitreetSync Finds Unknown Addresses StreetSynce tackles the task of locating unknown addresses in several ways The ultimate goal is to determine a geographic coordinate x y longitude latitude for each address brought into the system Even a bad address can be corrected by simply informing the software of this x y coordinate This coordinate can be gained in several ways including e lt A typed address correction Perhaps to complete missing information or to correct a misspelled city name e Locate on map When the Address Locator form map is panned you ll automatically enter into Locate on Map mode This mode is explained in detail below In this mode you ll be moving the map itself to place the map at the correct address location e Points of Interest POI If you re routing business to business you ll be pleased to know that you can simply click on a POI on the digital map to match an address This would be valuable if you re routing to a bank branch and that branch was a shown POI in the software Simply double click and you re set e One Box The One Box is similar to the search box you d utilize for your favorite popular online mapping application For instance you can type in a full address in one line such as 124 Elm St Minster OH or even a place name such as
65. ikewise if your customer data is incomplete or incorrect the routes will look equally poor The StreetSync Pro Approach to Routing StreetSync tries to balance two objectives when route planning The first is to of course build efficient routes that minimize overall costs The second objective is to try to satisfy business rules such as time windows capacity limitations route rules and more It goes without saying if you have minimal rules you can attain better optimization But if you have demanding rules show up at 1pm only a certain driver is qualified to handle a stop etc then optimization will be negatively affected StreetSync Pro also performs fleet sizing If you give it let s say 10 routes perhaps it can accomplish the work with only 8 routes By leaving 2 routes with no stops it feels that the rules can all be satisfied and costs can be minimized If you want to use all your routes you d need to set maximums such as max stops per route to smooth out the stops and encourage the system to use more all of your available routes 59 STREETS YNC USER GUIDE Invoking Routing Actions in StreetSync The Solver Menu and Solver Icon Group Routing actions are also called solver actions and StreetSynce has a number of routing actions that can be performed such as optimizing all routes at once optimizing single routes unassignine stops from a route reassign stops moving stops up or down in their stop order a
66. ilar to working with an Office document you can choose an existing workspace to work with at the time of your choosing Please note you can only open a single routing workspace at any time You ll want to save changes prior to moving to a new routing workspace ee Open an Existing Workspace Existing Workspaces Select the workspace you d like to open Workspace Name Last Modifed F Fresno Currently Open 2 6 2010 4 39 16 PM E Portland 2 6 2010 4 39 16 PM 4 Seattle 2 6 2010 4 39 16 PM Options Vv Save the current open workspace Delete M Rename 1 Repair oe ja FIGURE 12 3 shows the Open an Existing Workspace form and the options available to you on this form On this form you ll notice that the currently opened workspace is noted for you with the text Currently Open Typically you ll want to open a workspace other than your currently opened workspace Once you click OK the workspace you have selected will be opened and the workspace you d previously been working with will be closed and saved if you ve selected this option Deleting Renaming and Repairing Workspaces Workspaces can be deleted renamed and repaired on this form You can t delete or rename your active workspace though so if you need to delete or rename a workspace you ll need to potentially do this while a different 97 STREETS YNC USER GUIDE workspace is open Repairing the database will benefit you in case any da
67. ill not be relevant to or required by any other existing routing workspace that you currently have R Create a New Workspace x New Workspace This form allows you to add a new workspace to the system You may at wish to add new workspaces to so that you can create multiple routing scenarios with each remaining distinct from the others Workspace Name My Workspace 1 Y Open the workspace I create V Save the current open workspace Template Preference Td like the new workspace to be created as empty I d like the new workspace to be a copy of an existing workspace FIGURE 12 2 shows the New Workspace form and the options available to you when creating a workspace You ll have the option to name your new workspace Also you can create an empty workspace or can copy any existing workspace that you have This allows you to create a template workspace with your preferred preferences that you can always use whenever you make a new routing workspace Once you click OK the new workspace will be created It will open automatically if you ve checked on that particular option 96 STREETSYNC USER GUIDE Open an Existing Routing Workspace If you ve created one or more routing workspaces you ll not have the option to open those workspaces at the time of your choosing This dialog form will open for you if you choose the Open Workspace option from the main application menu Opening a routing workspace is sim
68. ir currently assigned stops The N affected routes will have their cleared stops moved back PA P to the Unrouted Stops area of the currently selected Clear Selected solution folder When any route is cleared its Route s calculations will be automatically cleared as well Reverse Selected Route s Tool The Reverse Selected Route s tool will allow you to keep the same stops on your route but to perform them in the exact mirror opposite sequence Last stops would go first first stops would go last This is useful in cases where you are trying to avoid directional traffic flow or in cases where time commitments need to be met Reverse Selected Route s Stop Level Routing Options StreetSync allows you to perform stop level routing actions such as to move a stop up or down within a route move a routed stop to unrouted etc Stop level solve actions can be performed for any single selected stop and you can also select groups of stops and apply your selected edits Reassign Stop s Tool The Reassign Stops tool will allow you to 4 A A move selected stops between the unrouted stops area other routes and also to other solution folders This option will be available to you once one or more stops has been selected within the interface When you click the button you ll have a form appear with reassignment options 63 STREETS YNC USER GUIDE Make Stops Unrouted Tool The Make Stops Unrouted
69. l to Clear All Pi Routes This action will remove all stops currently assigned to routes and move them to the Unrouted Stops area of that folder This tool is convenient because with one click you can clear all routes within any selected folder When the stops are moved to unrouted the routes calculations will automatically be updated to reflect that they are now empty folder totals will be set to be empty etc Clear All Routes Route Level Routing Options StreetSync allows you to perform route level routing actions such as to optimize a single route reverse that route clear that route and more Route level solve actions can be performed for any single selected route and you can also select groups of routes and apply your selected tool s action to the entire group of routes one after the other Optimize Selected Route s Tool The Optimize Selected Route s tool will allow you to optimize set a computer created optimized sequence for all stops on a route for a Af one or more selected routes This action could Optimize Selected be used if you d previously attempted to set Route s Individually your own stop order for your route but then decided that you wanted to instead use the computer suggested sequence that was originally created Using this tool would remove the existing user created sequence and replace it with the computer created sequence that will remove backtracking and minimize miles driven by the
70. ly want to keep your display address and you should After all the address you ve supplied correct it is the map that is letting you down Not to worry we have you covered To handle this situation StreetSync stores two addresses twin addresses for each program item requiring an address The first address is the Display Address and the other is the Matched Address In most cases the addresses are identical But in the 28 STREETS YNC USER GUIDE case where the digital map was incomplete the need for two addresses comes into play After all you ll still want your drivers to see the correct original address you supplied and therefore you can maintain that original address in the Display Address area Meanwhile you ll need to match the address to the closest known street since your actual street is missing and that address and its latitude longitude will be stored as the Matched Address Now we ve solved the would be problem because the computer is satisfied it has a matched address close to the original address you d supplied and your dispatchers and drivers are also satisfied because the Display Address will show the correct textual address that was originally provided on the reports that are printed the GPS screens that are shown etc And his is why StreetSync has two twin addresses Matched and Display for each Stop Customer and Depot With this system you have complete flex
71. n Legion Post 241 10433 FRIARS RD Sar FIGURE 4 2 shows the main program interface with unknown address stops selected How StreetSync Handles Duplicate Bad Addresses We thought you might like to know that StreetSyne s Address Locator form will group addresses with duplicate addresses for you In other words if you have 5 unknown addresses all at 124 Maatinnn St whoops blame the keyboard and they need corrected then rest assured you ll only need to repair the group once rather than making the same correction to the 5 identical incorrect addresses 30 STREETS YNC USER GUIDE This automatic grouping of common duplicate addresses lessens your workload by consolidating multiple addresses fixes into one when possible Often then you may select 100 stop rows just as a for instance here and then the Address Locator form s record selector will then display 1 of 96 Not to worry StreetSync is just saving you work where possible The Address Locator Form Interface Once the Address Locator ribbon tool is clicked the Address Locator form will appear This form provides you with all the necessary tools to correct and locate your customer addresses As mentioned previously it can do so in several ways including edited typed addresses locate on map points of interest geographic centroids and uset supplied latitude longitude pairings Just like the main program interface this form offers a ribbon a
72. n the file you ve selected Therefore StreetSync will ask you which table or worksheet you d like to import information from Select the appropriate item from the dropdown list and select Next to continue Note If you are importing from an Excel file and the worksheet _ 2 W_____ name isn t listed EG then you might need to open the Excel file and save the lone worksheet with a valid name CurrentJobsToRoute csv FIGURE 3 6 shows the table or worksheet selector on the Import Stops wizard form gt 22 STREETS YNC USER GUIDE Map your Import Fields Every user of StreetSync is likely to have import files of different structures and with completely unique field naming Therefore we ve made it simple to just select your field names to match them with our field names This process is called Field Mapping The more fields you re able to map the more complete your data will be once it is brought into StreetSync You ll notice below that the StreetSync fields are shown on the left and can t be edited Your field names appear in the dropdown lists and can be easily selected to associate them with the corresponding StreetSync field Note It is REQUIRED that the file you re importing has exactly one row of column headings and that they be at the top of the imported file Note It s advisable to map a unique order number to the StreetSync Stop Job Number field The reason why will be expl
73. nce Each general program area has been broken into individual chapters This chapter pertains to the explanation of the product and how it can CON CECEND best benefit your organization treetSync Pro is a software tool that allows you to better allocate and manage L7 Valuable information 7 Testyourknowiege _ _UNderstanding This Manual Keyboard exercise This manual has useful information in the form of Ve ee examples visuals and exercises The legend at left explains how each icon is associated with its corresponding information Throughout the manual please follow this legend to better comprehend the information being explained and how it can help you to better understand StreetSync features StreetSync Designed with the User in Mind StreetSync was designed from the ground up with the end user in mind RSI understands the needs and daily tasks of router dispatchers and has designed a product that is simple to learn and easy to use on a daily basis You don t have to be a computer expert to use StreetSync If you have a basic understanding of Windows software and of your routing needs and goals then you can find tremendous benefit from the use of StreetSync STREETS YNC USER GUIDE How StreetSync Can Improve Your Operations StreetSync tackles several of the daily tasks that can challenge your operations staff Using the latest digital maps our program is a powerful assistant Take Control io j ae to help
74. nd more All routing actions are available or unavailable depending on your current selection within StreetSync For instance if you select a single stop item you ll be able to choose to reassign it make it unrouted etc If you select a route then you can choose route specific solve actions such as to optimize that route reverse that route etc Folders also have their own unique solve tools such as to optimize all routes clear all routes of assignments etc All routing tools are available from within the Routing ribbon pane as shown below FIGURE 9 1 shows the Routing ribbon page as it appears within the main interface Pre Routing Activities to Perform Ensure all Input Elements Exist In order to build routes you need to have a solution folder with valid unrouted orders and with valid eligible routes If any of these input items are missing then you won t be able to build routes What fun is a routing problem without routes or routable items after all Make Sure your Addresses are Located You ll want to find all address matches prior to building your routes It s much more efficient to have a inputs in the routing equation when routes are built So take the time up front to correct addresses prior to building routes Disney World Affects my Routes Indeed it can A common scenario is for a driver to be on vacation or out sick and therefore his or her route isn t able to accept work for your current routing scenario
75. nd your address based on the listed candidates you ll simply need to double click your preferred candidate and that candidate will then be set as your address match Method Locate by One Box Locating addresses by One Box is similar to location via the Typed Address method with a few subtle differences For starters the One Box was given its name because there is just one box data entry field in which you will enter your search text This type of search is popular with search engines such as Google and Bing Examples of text you can enter into the One Box e 401 K St San Diego CA 92101 A full address maybe pasted from a website e Space Needle in Seattle Place names e Lima OH City centers Once you click Update Candidates the One Box text you ve entered will be used to refresh your list of possible candidates The candidates listed may be exact matches or may be suggested matches You ll need to discern which of the listed candidates is the appropriate match if any If there seemingly is no One Box text that can assist you to locate this address then you may need to use another method such as the Locate On Map method to locate this address If you do find your address based on the listed candidates you ll simply need to double click your preferred candidate and that candidate will then be set as your address match Method Locate by Latitude Longitude Locating addresses by Latitude Longitude i
76. net Ave 0 2 mi 8 07 AM 3 1 Turn LEFT South onto Mission Bay Dr 0 3 mi 8 07 AM 3 4 2 At 2 ARTEMESIA turn LEFT East onto Bunke 120 yds 8 08 AM 3 4 B Arrive 3 TARGETED MOLECU 8 08 AM 3 4 4 At 4 TARGETED MOLECU turn LEFT East ontc 0 2 mi 8 09 AM 3 6 5 At 5 VALENCIA BRENDA turn RIGHT West on 174 yds MAn ana a 9 Toe POTS OR Mite eth the eb cm be BM eel ane Mass Me WW cde e fn Ail ee ci J AN alt j bis Depart 1 on Boyd Ave West r Pacific ANN eet i Ocean FIGURE 9 6 shows a single route displayed in detail in the StreetSync Map Display area 68 STREETS YNC USER GUIDE Manually Editing Individual Routes There are several ways to manually edit existing routes The individual tools such as making stops unrouted and moving them up or down in their sequenced stop list have already been explained previously in this chapter Wel specifically explain the reassignment of stops for the simple fact that this is an important concept to understand Reassigning Routed Stops Reassigning stops is a simple process to carry out First youll need to select the stops that you d like to move to another route Highlight the route containing the stops to be moved in the Route Selector area Next highlight the stops to be moved in the ListView You can hold down the Shift key to select multiple adjoined items and can use the Ctrl key to select multiple non adjoined listed items y at X L gt s lt F g R
77. ng been returned from a technical support representative 2 You ll need to have this file in a known location such as a DVD or known network location so that it can be restored and available for use 3 You will be able to retain the existing name or to enter your preferred name for the routing workspace being restored You ll also be able to decide if you want to then open this routing workspace for use or to just add it to your existing catalog of workspaces Cancel FIGURE 12 5 shows the Restore a Workspace wizard that is used for restoring backups or sharing workspaces Restoring a routing workspace is easy to do via this wizard You ll need to navigate to the folder path that contains your routing workspace The routing workspace must have its ssd StreetSync Data file extension in order to allow the file to be selected by the restore process You also can chose to open the restored workspace or to just add that restored workspace to your existing library of available workspaces 99 STREETSYNC USER GUIDE Most Recently Used List The most recently used routing workspaces will be listed for you on the right side of the main application menu This gives you quick access via a single click to these recently used workspaces When you click on one of the workspace names it will begin the act of closing your existing routing workspace and opening the newly selected routing workspace FIGURE 12 6 shows the Most Recen
78. ng Workspace This wizard allows you to quickly get started with the application and to rapidly fill your routing workspace with essential information Just advance through the wizard step by step and by the time it is completed you ll be ready to build your first routes s2 Verify your company name Your company name will appear on printed reports RouteSolutions Default Service Minutes Value This is the default number of minutes you ll be at each stop gt FIGURE 2 1 the Getting Started Wizard Use this form as you first use the program to enter basic program data Step 1 Entering Defaults In step 1 you ll need to verify your company name and youll also need to inform the software of how many minutes you ll be spending at each stop on average This minutes value is a pure default and each stop or customer that you add can of course have its own unique service minutes value To navigate to the next step click on the Next button at the bottom right of the wizard If you d like to close the wizard completely you can click on the Finish button at any time STREETS YNC USER GUIDE Step 2 Add Route Templates You will need to add one or more Route Templates to the system Route Templates can be made to represent drivers vehicles work days calendar days or other routable items We recommend you read the chapter on Route Templates if you d like to learn more about this program element
79. o Add New Solution Folders Adding a new solution folder is simple You re able to launch the Solution Folder Manager form from this button on the Home ribbon tab as shown FIGURE 7 1 shows the button tool that will allow you to add a new solution folder to the routing workspace The Solution Folder Manager form will now appear Because we re adding a new folder all available route templates will be listed and checked by default You ll want to 47 STREETS YNC USER GUIDE check on off the route templates that you wish to include as routes within this folder You ll also want to name your folder StreetSync does suggest a unique folder name by default as shown Once you have entered your information you may click Save and Close to save this folder and return to the main interface or you may pick Save and Add Another if you wish to add additional folders before exiting Solution Folders Manager Save tl Save Ee Close Add Another Enter the information below and save to complete the addition Solution Folder Identity Solution Folder Routes Select the Routes that you d like to indude within this Solution Folder r n O jia J Joe s Route D VI Tim s Route Check None FIGURE 7 2 shows the Solution Folder Manager form that is ready for user input If you re unsure about how to use a Manager type form please refer to Chapter 2 as a refresher 48 STREETSYNC USER GUIDE How to Manage Existin
80. o chapters by each program topic area Learn by reference The online help area is loaded with topics that you can refer to for Onine Help questions that you have regarding any program area Q V Show this wizard for new routing workspaces I create FIGURE 2 5 this Getting Started wizard step offers links to additional learning resources 10 STREETSYNC USER GUIDE Understanding the Main StreetSync Interface The StreetSync interface utilizes one main program window with several interconnected frames The frame content will be explained independently within this section The form itself and each of its frames can be resized to your preferred sizes View ools Depots Route Templates Customers All Folders Heip Evaluation Items Selected 1 Items Listed 3 Routing Area Create and Modify Your Routes Solution Folders lt lt Folder Contents Folder Summary Route Contents G Monday Folder Summary Route Name Stops Count Route Drive Hours Route Service Hours Route Total t amp Tuesday a Unrouted Stops 0 0 7 0 1 i 0 5 0 1 amp Wednesday D Unknown Addresses 0 T E doe 3 0 4 E 2o 5 E mary FIGURE 2 6 the main program interface The Ribbon Menu StreetSync displays all available tools via a Ribbon at the top of the program A ribbon is a hybrid of icons and menus and combines them into a more easily navigated and understood menu of tools Each tool will
81. o rename and delete files as necessary If your device was not connected you ll be shown the folder that contains these newly created navigation files From this folder you can upload them to one or more of your devices at a later time Export to Devices Step Manage Your Device s Route Files Manage files on this device File Name Date Modified Date Added Origin Pi Test PS Export Garmin sasfiosizei0 3 25 109 25 19 lensing fie g loe Created Apr 6 12 05 45 4 6 10 12 05 46 4 6 10 12 05 47 Newly created g Larry Created Apr 6 12 05 47 4 6 10 12 05 48 4 6 10 12 05 48 Newly created 4 Tim Created Apr 6 12 05 46 4 6 10 12 05 48 4 6 10 12 05 48 Newly created Number of files on this device 4 A maximum of 50 files per device is recommended H2 Refreshy kaje Rename x Delete FIGURE 10 21 shows how the Manage Your Device s Files frame of the Export to Device wizard form Steps to Take Once the Upload is Complete This Export to Device wizard will allow you to easily transfer route navigation files onto various devices But now you may be wondering Now that the file is on the device how do I use that file on the device itself The answer is that each device is potentially different than the others In fact certain versions of each branded device may have slightly different menus Our recommendation is to look in the online help area of this program for comprehensive instructions related to each device type As ne
82. om advanced printing options e Perform a Quick Print e Use the Pan tool zoom in and zoom out to move between report pages 76 STREETS YNC USER GUIDE e Use the Page Selector tools to move back and forth between report pages e View multiple report pages simultaneously with the Multiple Pages tool e Export the report to various formats with the Export Document tool e Email the report to the email address of your choice in the attachment type of your choice The second Report Viewer area to discuss is the c p ata La ee Document Map area This is essentially a table of contents of the report areas generated In most Today s Routes Joe cases each item listed in the table of contents is a f Todays Routes Lany Today s Routes Tim route or a folder that you ve chosen to report The table of contents is interactive Clicking on an item from this area will take you automatically to the area of the report related to this item FIGURE 10 6 shows the Document Map with the table of contents The third Report Viewer area to discuss is the Report Display area This area shows the report itself Most reports are multiple page reports so you can use the scroll bars arrow keys or page up page down keys to move between these pages The report display will typically include page numbers the date time when the report was created and also the Company N
83. oosing the profile name from the drop down list This option is called the one click import The type of file that is being imported for that particular profile will determine the icon that is displayed within this list In this example you may need to import two sets of routable jobs each day one from your service department and one from your delivery department Each department provides their data in a different file and even in a different format No problem with a single click you ll be able to run any saved import profile that you ve created og Import Stops Wizard a Daily Service Jobs x Daily Delivery Jobs FIGURE 3 12 shows the ability to import from a saved import profile with a single click Test Your Knowledge Now that you ve read about the Import Stops Wizard see if you can answer a few of the questions below 1 What are the two ways to launch the Import Stops Wizard form from the interface 2 What are the valid import file types that you can use as input for the import wizard 3 How can you prevent items with duplicate order numbers from being re imported into StreetSyne 27 STREETS YNC USER GUIDE Chapter Locating Unknown Addresses Accurately locating your customer stops is important and StreetSync makes it simple via the Address Locator form location can be a challenging and time consuming endeavor Brand new housing developments or incorrectly typed or communicated address
84. ort to File wizard form You are also able to select the solution folders and or routes that you d like to export to file The current selected folder will be defaulted other additional folders and routes can be added Click Next once you re ready to proceed 80 STREETS YNC USER GUIDE Export to File Wizard Q l Step Select the Routes and Folders to Include Please select the folders and routes that you would like to include amp Name Routed Stops Route Miles Route Hours Drive Hours Service Hours Capacity Utiliza fel Todays Routes sss st sto VI soe 9 89 9 1 9 1 6 0 3 if 8 88 6 1 8 1 5 0 3 14 76 8 2 0 1 6 0 4 C EEE Q F Calculate routes Allows route statistics that otherwise won t be available jol put FIGURE 10 13 shows the Select the Routes and Folders frame of the Export to File wizard form The final wizard frame allows you to choose a name for the profile you have created Itis important that you name the profile with a name that will be easily identifiable later You can also choose if you want to save the profile for future use If you re importing a one time file then you likely wouldn t want to save the profile But if you intend to use it multiple times in the future then you would want to save it You can choose to Show in Viewer if you d like to see your file displayed once it is created Lastly you can choose to run a post export script This is an advanced feat
85. oute plans external factors The external factors center around your customers and what we call customer stops We ll discuss those in an upcoming chapter Internal factors center on your real world vehicles and the drivers of those vehicles StreetSync gives you the ability to model your fleet to both mimic and positively influence how your internal assets are utilized For instance you are able to model where routes start and end at what time they begin and how they should be named and symbolized on the map T here are two major facets to your fleet operations Internal factors and How are Route Templates and Routes Different First the similarities route templates and routes are fundamentally the same Both route templates and routes exist for the purpose of allowing you to assign work to your drivers Both share similar properties such as start depot end depot and name Route templates and routes differ due to their roles and usage within StreetSync Now for some of the specific differences between route templates and routes Route templates exist at the system level and you ll never actually assign stops to route templates Routes exist at the solution folder level and will actually have stops assigned to them As the name implies route templates are the templates from which routes are created Route templates are the chicken and routes are the eggs And yes we ve finally solved the age old mystery of which comes first r
86. oute templates come first So why does StreetSync have both route templates and routes This differentiation is made to give you maximum flexibility when building routes day to day There are several specific reasons why both route templates and routes exist 41 STREETS YNC USER GUIDE 1 2 3 Route templates need only be created once but then routes can be generated from the existing route templates very quickly and easily For instance if you have 10 route templates one for each driver in the system and click to create a new solution folder the routes can be made automatically from your route templates A second reason why both routes and route templates exist is that sometimes you need to make permanent changes and other times you ll need to make temporary just for this one route changes This is probably best explained via an example Let s say you have a driver named Joe that starts his day at 8 00 am each and every day For the entire month he s starting at 8 00 am like clockwork However next Tuesday Joe has a medical appointment and therefore won t start until noon but just on that particular Tuesday Because there is a route template you can leave Joe s standard start time at 8 00 am After all 99 of the time Joe starts at 8 00 am and will continue to do so However for that particular Tuesday route you can individually edit Joe s start time to be at noon once his medical appointment is over In o
87. outes Normally the map is in the standard Pan Mode but you can click on the button above the map to place the application into Selection Mode as in Wj Pan Mode ft_ Selection Mode 42 shown in the image here Once in selection mode you can use the mouse to draw a rectangle around one or more of the unrouted risbad stops currently shown on the map In this p S nMarcos case we desite to select all of the unrouted Med E stops in the Escondido area Ramer FIGURE 9 4 shows the Selection Mode tool and the rectangle that can be drawn on the map once this mode is selected Once the stops are selected when you complete the drawing of the rectangle a dialog menu will appear This menu has several options such as to reassign the stops delete the stops or to select those stops in the list Please also list that the number of stops selected appears on this dialog menu For the sake of this example you would choose Reassign Stops The reassign stops dialog would then appear and allow you to choose the route that will receive these stops In other words rather than having the computer choose your route assignments for you you can always select items and then manually assign them to the route of your choice This would be beneficial if you wanted to perform actions such as this where you assign all stops from one town to the driver of your choice Typically you d want to perform either automatic routing option 1
88. port your current list of deliveries and it has 35 records All records are brought into StreetSync Meanwhile a few late additions are added and now your import file contains 40 records the 35 original ones and 5 newly added ones When you te import this file you ll want to just add the 5 new records and not add all 40 records By having mapped the Stop Job Number field you re aware of which 5 records are new and to import those and to not import the other 35 rows that you ve already imported previously This wizard step therefore gives you such an option You can add all records if you d like duplicates or not via the first option If you want to perform the smart stop job number filtering as described above you can select the 2 or e td d 3 options an filter then by Td lke to add all stops Note This will add all stops whether the stop job numbers are unique or already exist looking for I d like to NOT add stops with stop job numbers already present in this particular folder duplicate stop Note This will skip not add any stops that have a stop job number which already exists for an b b existing stop within the target solution folder Basically this will prevent duplicate stops from JO num ers at continually being reimported if their stop job number already exists in this folder the solution I d like to NOT add stops with stop job numbers already present in the entire workspace Note This will skip not ad
89. ports within StreetSync Your first step is to click on the Print Reports tool as is shown here This tool is available at all times but the currently selected solution folder is what will be included in reports by default Not to worry you can always select deselect routes and folders later in this report printing process FIGURE 10 1 shows how to launch the Print Reports form from the main user interface 74 STREETS YNC USER GUIDE The View amp Print Reports Form StreetSync offers you a simple form that will let you choose both the report you d like to print and also the folders and or routes that the report data will be created from You can select as many folders and or routes as you d like When you click the View This Report button the report viewer will launch You can open as many report viewers as you d like The Keep this form open option at the bottom will allow you to open multiple report viewers quickly if you so wish View amp Print Reports Select a report Select the folders amp routes to indude OE Gp Joe Smith z v iJ Monday Not Calculated SG Route Manifest Complete HII tuesday Not Calculated Soe Route Manifest Standard ok LR thursday Not Calculated FFP Driving Directions LPI Friday Not Calculated Route Overview Map OH Terry Collins 0 0 OVS Adam Davis 0 0 Description This report is intended for drivers The report shows basic information for each rout
90. ps to Help You Locate Addresses There are some basic tactics and corrections that you can use to handle unknown address locations Please keep these items in mind when correcting addresses Bad Data In Bad Addresses Out Misspelled and incomplete information is the most common cause of addresses failing to match on digital maps Including postal codes and states can raise stores and cause addresses to pass In reality every portion of a street address is essential The more high quality components an address is built from will make for more accurate address location How Abbreviations Affect Your Addresses Common abbreviations such as S for South and St for Street are typically accounted for by the digital address locator automatically However not all borderline abbreviations may be accounted for The Mt amp Mount example in this chapter is a prime example If the address doesn t match automatically it s best to try its abbreviated or non abbreviated cohort Spacing Out Can Be a Good Thing Matching can often fail when an address is missing a space For instance a digital matcher will not automatically find 100MainSt SantaCruz but will find 100 Main St Santa Cruz What about New Neighborhoods New housing developments may have a delay from the time they re built to when they appear in digital maps Sure map updates arrive occasionally and street data is constantly impro
91. r saved customer during the import process The power really resides in the fact that if you correct a customer address that address can then be applied to the stop being imported Essentially it can 4am the address corrections and then apply them automatically without requiring you to intervene You can also bring forward the saved customer service times hey this delivery is on a 5 floor walk up and requires 10 extra minutes and the special Larned comments that you ve created for this customer V Update Stops With Saved Customer Information 7 Update Matched Address Note Allows for automatic address corrections The matched address with lat lon is only used if the saved customer address has been located on the digital map V Update Display Address V Update Service Minutes V Update All Other Data Note Updates all other fields such as phone capacity comments fields etc FIGURE 3 9 shows the update from customers frame on the Import Stops wizard form 25 STREETS YNC USER GUIDE Save and Finish We have entered all necessary information to complete the import profile Were now given the decision on if we d like to save this profile or not If this is a one time profile then you d likely want to not save it Under any other circumstance it s typically desirable to save the profile If you are saving you ll want to choose a name for the profile that will clearly describe it for future use You also have the option to in
92. rate with TomTom tracking services RouteSolutions also sells the tracking devices necessary If you are interested please contact us and we ll be glad to tell you more about vehicle tracking with TomTom When the wizard first loads you ll need to choose the type of device that you ll be exporting to At this point in time if you re wishing to place the files on the device then you ll want to connect your device to your PC via a USB cable You can click Next once you ve chosen your device type Export to Devices xX Step Choose Your Device Export Type Export to Devices This wizard allows you to export route information to certain mobile devices such as personal navigation devices Please contact RouteSolutions if you have questions about which devices are compatible with the listed export types Available Device Export Types N Garmin gpx TomTom itn w TomTom Business Solutions Send Wirelessly If your device is present please connect it to your PC Ifthe device is not present you ll still be able to create files that you can transfer to devices at a later time vee E FIGURE 10 17 shows how the Choose Your Device Type frame of the Export to Device wizard form 84 STREETS YNC USER GUIDE You ate able to choose the route s that you d like to create export files for If you have a device connected via USB then you may want to select routes that are related to that driver and t
93. rom the list If you wish to show all Search customers again you can select the Text to search for Show AIP button brookside 5 Contains Yov re able to filter which customer fields are searched by checking on off items in the Fields to Search area This Equals exactly l Search Show All is very powerful because you can y erform simple searches to look for a pew P Fields to Search A specific customer number or customer j name You can also perform more V Customer Number Check All advanced searches For instance in the F Customer Name Comments 1 field you could list your fF pjsolay Address j Check None days of service So if you visit a customer on Monday Wednesday and Friday you could enter text into Comments 1 such as M W F Then you could search for only M values in Display City Display State Display Postal 57 STREETS YNC USER GUIDE the Comments 1 field deselect all other search fields and then the list of customers shown would be limited to customers that have an M and therefore are served on Mondays A Tuesday and Thursday customer would have a value of T R and therefore it would not appear in this list but if you later searched for T for Tuesday then it would appear This is just one example but there is a multitude of ways that you can filter and search your customer data via the Searc
94. route This tool is similar to the Optimize Folder tool however this tool allows you to optimize individual routes rather than the entire folder Therefore you don t have to worry that other routes will be affected if you optimized your selected route Calculated Selected Route s Tool The Calculate Selected Route s tool will allow you to calculate determine the drive times estimated arrival times distance drive etc one or more selected routes Routes will P be automatically calculated by some actions such as Calculate optimizing a folder or a route However if you go make Selected Route s manual edits such as to move a stop up or down in the stop list then the route will become Not Calculated Automatic calculations aren t performed because such calculations would force you to wait several seconds or even several minutes for the calculations 62 STREETS YNC USER GUIDE to be made for each and every edit You can make back to back edits to a route and then when you re done with your list of edits you can choose this tool to calculate the route results You can always determine if a route is calculated or not because within the list view it will either display Not Calculated or if calculated will display estimated arrive times drive times drive distances etc Clear Selected Route s Tool The Clear Selected Route s tool will allow you to clear any selected routes of the
95. routesolutions RouteSolutions Inc www routesolutions com StreetSync Pro Vehicle Routing System User Guide Copyright 2005 2014 Route Solutions Inc All Rights Reserved Table of Contents CHAPTER 1 Welcome to StreetSync Understanding this Manual Improving your Operations Incorporating your Business Rules The Customer is King Where in the World is StreetSync CHAPTER 2 The Basics of StreetSync The Benefits of Bing Maps Integration Installing StreetSync The Getting Started Wizard Understanding the StreetSync Interface How to Use Manager Forms CHAPTER 3 Importing Stops Recognized Data Import Formats Import Stops Wizard Adding Stops Individually One Click Import CHAPTER 4 Locating Unknown Addresses How to Find Unknown Addresses Launching the Address Locator Form The Address Locator Form Interface Understanding Matching Methods Tips on Locating Addresses CHAPTER 5 Learn About Depots Adding New Depots Managing Depots General Tips on Depots gt OO N N y O oOo A 11 15 19 19 20 26 27 28 29 30 31 33 36 37 38 39 39 CHAPTER 6 Learn About Routes Adding Route Templates Managing Route Templates Adding Routes Managing Routes General Tips on Templates amp Routes CHAPTER 7 Learn About Solution Folders Adding New Solution Folders Managing Solution Folders General Tips on Solution Folders CHAPTER 8 Learn About Stops amp Customers Adding N
96. s a fantastic way to match addresses if you have access to latitude longitude coordinates for your addresses After all the point of matching addresses is to generate a latitude longitude pairing but if you can just provide one yourself that will get the job done quite nicely Latitude longitude values may come from various sources You may get them from another computer system from an online map such as Google MapQuest etc or from your own tracking system or GPS device If you are able to collect these coordinates then matching addresses based on those is as simple as pasting the text into the popup window or into the two lat lon fields themselves Yes we re about to get super geeky on you the coordinate system used by StreetSync is WGS 84 the standard North American coordinate system If that makes no sense to you you re not alone 35 STREETS YNC USER GUIDE Once you ve supplied the coordinates you ll need to click the Update Candidates button to refresh your list of possible candidates Only one candidate will be listed at the exact coordinate you ve specified We recommend that you verify that the map position matches your expected location derived from the coordinates you ve pasted Hint If you re looking at Antarctica you might have the latitude longitude switched around If you are satisfied with the candidate position you ll simply need to double click that candidate to set it as your address match Ti
97. s before the item can be saved StreetSync actually maintains two addresses for each location and or stop one for the display address and one for the matched address You can learn more about this system in the Locate Addresses area of this document Both of these addresses are displayed on the Data Manager forms that require address input The addresses can be edited either by typing new text or clicking on the Map Find button to locate edit the address interactively 17 STREETS YNC USER GUIDE Exercise Using a Manager Form Our objective is to use the Location Manager form in this exercise to add edit and delete a location 1 In the Settings and Preferences frame at the program s bottom left click on Location Manager 2 If available click the New button to begin adding our new location 3 Name the location My Fake Location and set its address to 3740 Boyd Ave San Diego CA 92111 and click Save 4 You ll now note that the added location appears in the drop down record selector list at the form s top right Select it from the list so that it becomes the active form item 5 Now rename the item to My Edited Fake Location Click Save You ll note that the name has been updated in the drop down list because it s been edited and saved 6 Now let s delete our new fake location Ensure that our new location is the active location and click Delete Wh
98. ss input data You can also supply additional information on stops such as service minutes and comments more quickly Once youve import stops fe eStope imp orted stop S Lean about Stops youll be taken view information on th fication directly to the next wizard step 7 vi Show this wizard for new routing workspaces I create FIGURE 2 4 this Getting Started wizard step allows you to add and manage stops STREETS YNC USER GUIDE Step 5 Additional Learning Resources Once you ve reached this wizard step you have essentially completed this wizard This wizard step offers links to some useful learning resources such as videos the user manual and the online help page Now would be a good time to reference these You can also reference all of these resources from the Help ribbon within the main program interface Getting Started with StreetSync Desktop 5 we Step Additional Learning Resources Wizard Completed AS You ve now added all the basic program items that will allow you to create your first routes We recommend that you utilize the learning aids below as they ll help you to learn more about the program Learn by watching videos 5 Product Videos Videos will enable you to watch short demonstrations of common program usage examples Learn by reading E User Manual The user manual is over 100 pages of explanations and screenshots divided int
99. st then you have the option to skip that item Don t import my matching item or to update the existing item that shares the same customer number as the item being imported 56 STREETS YNC USER GUIDE Update existing item with information from the imported item with information from the newly imported item In short you won t get duplicates because each unique customer number can only be in the system once Any existing customer number that you have can be left as is or you can choose to update those with information from the file being imported Search Customers Area The Search Customers pane allows you to search for your customers by any text that you supply into the Text to search for box You can set the search to look for the exact search text you ve entered or to search for items that simply contain the text you ve entered Please note search text is not case sensitive FIGURE 8 8 shows the Search Customers frame When you click on the Search button the search will be conducted and may take a split second or several seconds a at depending on the amount of data that ED you have within your customers list Typically your search text will be found in a subset of your overall customer list For instance you may have 1000 total customers but only 20 contain your search text of abc The 20 that contain this text ate then listed and the a remainder of customers are removed f
100. t the standard usage elements of the manager form stay constant Adding and Deleting Items New items can be added and deleted by simply clicking the corresponding button on each manager form s ribbon tool When adding a new item youll have to fill in the required data and click Save amp Add Another or Save amp Close When deleting data you ll be given a confirmation box to ensure that you truly meant to delete the item Saveand Saveand AddaNew Delete Close Add Another Depot FIGURE 2 14 displays a Data Manager form with highlight showing the buttons to add and delete items 15 STREETS YNC USER GUIDE Record Selector Navigating Between Existing Items When you launch a Data Manager form it often is the case that you have more than one item selected In such cases the record selector is required to navigate between the multiple selected records The record selector displays text such as 2 of 3 to inform you that there are three total items and that you re currently on the second item It also displays the name of the current selected item in the text dropdown such as HQ shown here Changing the selected record is simple to do One means is to use the four navigation buttons Respectively they are Move to the First Item Move to the Previous Item Move to the Next Item Move to the Last Item If youd rather just select the item by its name you can simply select it from the dropdown box
101. t the top with various tools available to you Address Locator kd GO a Close aMatch Match Hi4 1of4 Custom Art Supply Shop Current Address Match Status Current Status Not attempted EEAO Locate By Typed address 3 EES EO mE TO Address 7720 EL CAMINO REAL J Address 2 City Carlsbad E z ab Yes State ca Postal o2009 Nation us Lagosta Ave lt Er Candidate Addresses aid 7720 El Camino Real Carlsbad CA 92009 US J 92009 Postal Code Center f carisbad CA City Center i Set as a Match FIGURE 4 3 shows the Address Locator form interface 31 STREETS YNC USER GUIDE Record Selector Navigating Between Existing Unknown Address Items The Address Locator has a record selector similar to the StreetSync program s Manager style forms A full explanation of the record selector is available in Chapter 2 Use this area to navigate between all addresses needing located FIGURE 4 4 shows the record selector portion of the Address Locator form Current Status Area Displaying Address Status Matched Unmatched Not Attempted The current address match status area will communicate to you if the address you re working with is currently matched or still requires matching If matched it will notify you of the match address the latitude longitude and the match type that was used to create this address match Current Address Match Status
102. ta loss has occurred and this process will also lessen the size of the workspace Backing Up Routing Workspaces It is critical that you often create backups of your routing workspaces It is recommended that you save them to an off computer or even off site location The backup share wizard can be launched via the main application menu option of the same name The wizard allows you to backup one many or all of your existing routing workspaces to the location of your choosing Backup Share Workspaces x G Step Information Before You Begin Backup Share Workspaces This wizard allows you to make backup copies of your routing workspaces These copies can be used as backups or can also be shared with co workers or with technical support Tips for backups and sharing workspaces 1 It is recommended that you make backups in a timely fashion and that you make backups in a place other than your current machine For example we recommend saving to a USB thumb drive a CD DVD backup or another machine on your network After all if your entire machine malfunctions you ll be very glad that you ve saved your work elsewhere 2 You can also make backups by creating a new workspace and using another workspace as the template 3 You can easily restore backups that you make via the restore workspace feature Cancel FIGURE 12 4 shows the Backup Share Workspaces wizard form that allows workspace sharing an
103. tate the direction taken by the route rather than any setting you d select here The Sequencing Type allows you to choose between a fast sequence and a real streets sequence The fast sequence is just as it applies lightning fast when used to sequence your routes This option uses crow s flight measurements and therefore is much faster than the real street sequencing This fast option likely works better for users who have low route density less than one user per city block and require very fast solutions The alternative option is to utilize real street sequencing This sequencing uses the real street network including all of its rules turn restrictions such as one ways no left turns at certain intersections etc and therefore if you have high stop density or require very accurate sequencing then you d likely want to use this type The real street sequencing may take many times longer than the fast sequencing to complete The Route Path Preference allows you to choose shortest paths or best paths This option is only available if you re using the real street sequencing type explained above Shortest paths minimize mileage but typically aren t typically preferred by drivers because they do not favor faster street segments such as highways Then again if you don t wish to prefer highways using shortest path is one tactic to teach the software that any road will do 92 STREETSYNC U
104. te and added to the newly selected route The route losing the Stop s will be automatically set to be Not Calculated as will the new route receiving the stop s The stop s inserted onto the new route are placed in the best sequence position via automatic measurements related to distances of the existing route s stops In other words StreetSync will automatically be putting your insertions in the best position and you don t have to worry about it shuffling any of the sequences that you ve already created within the route Please note also that you can choose another folder if you d like to move the stop s to a folder other than the current folder A classic case is that you want to keep Joe as your driver but you want to move the stops from your Monday folder to your Tuesday folder Reassign Selected Stop s o Solution Folders to Reassign Stops To Today s Work Name Stops Count Route Hours Route Miles Capacity Util Dist to Route Center Route Center 1 5 85 9 0 02 6 Miles Vista CA 92084 5 1 4 78 5 0 06 7 Miles Carisbad CA 9 5 1 4 73 8 0 22 2 Miles San Diego CA 12 1 4 47 2 0 20 7 Miles San Diego CA FIGURE 9 8 shows the reassign stops dialog form that allows for us to choose a new target route for selected stops Re sequencing Routed Stops Routes can have the chronological order of their stops manually altered and this is called re sequencing a route When you
105. teractively match addresses that couldn t be automatically matched Whenever the import completes it will attempted to automatically match addresses Those that can t be automatically matched can be interactively manually matched If this is checked on then this manual correction process will begin immediately If this is not checked then the import will close and youll need to correct those addresses at a later time Once you ve made your decision click Finish and the stops will be imme imported addresses will be matched and the bed save tis profe for future use newly imported Gi amp interactively match addresses that can t be automaticaly located stops will be displayed within the interface Please name this profile FIGURE 3 10 shows the save profile frame on the Import Stops wizard form Adding Stops Directly Individually Other than the Import Wizard it s also possible to add stops directly into StreetSync It s as simple as clicking on the Add a Stop tool on the Home ribbon Enter in the necessary information and click OK to finalize the addition of the new stop For additional information consult the chapter related to stops FIGURE 3 11 shows a button tool that allows you to begin the process of adding a stop 26 STREETS YNC USER GUIDE One Click Import If you save an existing import profile you can launch that import with one click by ch
106. ther words you have complete flexibility for both permanent and temporary situations The route template lets you hold the permanent properties for routes And each individual route lets you edit the temporary considerations for that particular route for that day such as the Joe starting at noon only this Tuesday consideration A last reason for having both route templates and routes is that you can use the existing route templates as a library of available routes For instance you may run 20 routes Monday through Friday But on Saturday you rotate that three drivers will work those drivers not into overtime And each week the three drivers that are working on Saturday will differ from the previous Saturday When you create your Saturday folder you can just select the 3 drivers of your 20 that will be used in this Saturday folder In other words route templates are like a ready made library for you to select routes from When you create a new solution folder you ll be shown a list of these route templates and therefore you can generate many routes from these templates with ease You can choose which routes to include in any routing scenario simply by checking and un checking the listed route template items What are Route Rules Route rules are rules that you give to one or more routes that signal the system of a special capability possessed by that route For instance if a route has a physical property like a lift gate
107. tly Used MRU list of routing workspaces available on your machine 100 STREETS YNC USER GUIDE Copyright 2005 2014 Route Solutions Inc All rights reserved No part of the contents of this book may be reproduced or transmitted in any form or by any means without the written permission of the publisher Windows Bing Maps Excel SQL Server and Access are registered trademarks of Microsoft Corporation in the United States and or other countries The example companies organizations products domain names e mail addresses logos people places and events depicted herein are fictitious No associate with any real company organization product domain name e mail address logo person place or event is intended or should be inferred 101
108. ure not used by most clients but it does allow you the ability to run an executable file that you ve created automatically once the export process completes This is handy if you wanted to not only make the file but then you wanted a script built that will ftp that file to a remote location Processes such as this that are unique to your business can be handled via the post export script 81 STREETS YNC USER GUIDE Export to File Wizard IOI Step Name amp Save Your Profile Please name this profile My Profile Name Goes Here Ld Save this profile for future use B Show in viewer when finalized Automatically run a post export script This features allows you to run any executable after the export completes Your executable can perform actions like editing the output file s and copying the output file s to an alternate location Browse Clear Next Finish py Cancel FIGURE 10 14 shows the Name amp Save frame of the Export to File wizard form If you ve chosen to show the file in a viewer the file will now display EJ Microsoft Excel my custom export name goes here csy i69 Eile Edit View Insert Format Tools Data Window Help Adobe PL y F i 2 March ard 2 Truck 1 2 1 HQ 3 March 3rd 2 Truck 1 2 2 1 DISCC 4 March 3rd 2 Truck 1 2 3 2 DISCC 5 March 3rd 2 Truck 1 2 4 3 LABA FIGURE 10 15 shows Export to File results in the Microsoft Excel viewer
109. ustomers The satisfaction of your customers is completely vital to the overall success of your organization So treat them accordingly by ensuring that their information is correctly defined assigned and refined within Streets yne e understand that you have a unique set of customers Characteristics of customers vary wildly from industry to industry Even within your industry your company may target customers that hold unique traits as compared to your competitors customer base Even within your own operation you likely have customers that can be quite different from one another These special needs require unique routing considerations and StreetSync is there to help you tackle these challenges How are Stops and Customers Related Customers are stored at the system level and typically you will have one customer record stored for each physical customer location important to your business By storing customer records you can use those customers as templates by which to quickly create stops So think of stops as the actual work to be performed and customers as the templates from which stops can be created Stops belong to specific solution folders whereas customers exist at the system level So you might enter a customer of McDonalds Store 1234 into the system once Then for each Monday that you create routes for you might make a stop from that particular customer template The advantage to using a customer as a stop templ
110. ution folder that will contain the imported stops gt Select Your Import Source Type Only for newly created profiles will you need to inform the wizard of the file type you ll be importing For future imports it will remember this file type You ll need to select which format your data file is currently in such as Access Excel Comma Separated Values csv dBase or OLE DB Available Source File Types ax Microsoft Excel a Comma Separated Values CSV P Microsoft Access dBase FIGURE 3 4 shows the Import Stops wizard This frame allows us to choose the type of file that we ll be importing from 21 STREETS YNC USER GUIDE Browse to your Input File The Browse button will allow you to navigate to the files folders on your computer and or network You will need to browse to the folder that contains your input file Once you click the file within the dialog you can click Oper to return the path to the wizard This browse dialog will only show files of the type that you ve already selected such as filtering for just Excel or just Access files Note Your file will likely have your own name and not be in the path or be named similar to what is shown here E CurrentlobsToRoute csv FIGURE 3 5 shows the three highlighted steps to browsing to an input file on the Import Stops wizard form Select your Table or Worksheet Both Access and Excel files might contain numerous tables or worksheets withi
111. vailable This is advantageous for very often used tools as they re always in the same location and available for your use FIGURE 2 8 displays the Quick Launch menu within the main program interface The Program Menu The File menu tab is located on the top left of the application Clicking on the File tab will launch the Program Menw as is shown in this image The Program Menu allows you to perform actions related to routing workspace management such as creating a new workspace opening an existing workspace performing workspace backups and restoring a workspace A list of most recently used routing workspaces as is also shown on the right side of this menu ee 1 Test Getting Started so that they can be easily 2 LB Enterprise Routes Ex selected You ate also 3 LandscapingPool Routes Example able to set preferences for your currently opened routing workspace here as well as to save your current unsaved workspace edits Print Reports Workspace Preferences New Workspace Open Workspace Backup Share Workspace FIGURE 2 9 displayed is the main program menu that displays once Restore Workspace the application icon button is clicked Exit 4 S re oy 12 STREETS YNC USER GUIDE Solution Folder Selector StreetSync allows you to keep numerous solution folders simultaneously As shown in the image each folder may contain a single day of work of a certain geographic region
112. ver you ll need to recalculate the route to have these changes take effect lve Made My Routes Let s Rock amp Roll By this point we know that you re ready to put some work on these routes see the built route plans and wow everybody with the new route plans Trust us we re almost there and understanding and creating your route templates and routes will be a critical step for you as you advance forward However we still have a little more to learn before building our first routes The next chapters will discuss the role of stops and therefore you ll have a better understanding of both routes and stops shortly So at this point we haven t actually put our routes to the test but you should fundamentally understand routes and route templates and how they will be used to build your optimized route plans within StreetSync Also you ll be pleased to know that a future chapter is dedicated solely to routing scenarios and to using the routes and route templates that you ve now hopefully built into StreetSync General Tips on Route Templates and Routes e It s important to understand how route templates and routes compare and contrast within StreetSync You may wish to review the section in this chapter devoted to this topic e Develop a naming standard for your route templates If you enter multiple route templates youll want them to look consistent and logical when compared to one another e Route templates can also be h
113. ving but the bulldozers never relent To get around this issue StreetSync lets you simply user pick an area to set an address to a new development area Mistakes Oversights and Aliasing Digital map companies are run by humans and not robotic life forms as is commonly thought Therefore digital maps can sometimes have incorrect street information in both the form of missing streets incorrect street information and streets that are rumored to exist but really don t Street data is high quality though overall and gets better and better as streets are driven to validate their existence and also as satellites take digital imagery to validate those streets 36 STREETS YNC USER GUIDE Chapter Learn about Depots Depots are permanent geographic points internal to your organization which can be entered into the StreetSync system to be used for business activity such as route start and end points hen optimizing logistics and operational problems it is critical that the software is aware of where your routes will start and end These start and end points are referred to in StreetSync as Depots These depots are any geographic point you define and could be a physical warehouse an employee s home address a hotel address or even an arbitrary location such as the center of a town Declaring your depot locations is important because depots are used by all of your routes each and every working day Knowing the start and end of
114. w devices are introduced quite often we will keep this information on our online help area in an effort to keep it as current as possible 87 STREETS YNC USER GUIDE Chapter StreetSync Program Preferences StreetS yne offers a Preferences area where you can customize various aspects of StreetSync to better fit your particular needs benefit the majority of the users of the application However every user desires their own program settings and therefore we offer you the ability to customize some basic program elements to your particular liking S treetSync installs with default program preferences that are designed to Launching the Preferences Manager z uE It s easy to launch the Preferences Manager form The File tab contains the menu option that allows you to launch this form Workspace Preferences F g Y by FIGURE 11 1 shows how to launch the Preferences Manager form from the main user interface 88 STREETS YNC USER GUIDE The Preferences Manager Form Workspace Preferences Manager bh amp CF Save and Reset Help Close Close Preference Topics Locale Voa Map Defaults Region m Map Tips Primary Nation United States Pi Routing A Street Speeds Measurement Engish Standard F Driving Directions Data Defaults Field Naming E Company Language FIGURE 11 2 shows the Preferences Manager form and all of the topic areas available once it
115. y more complex scenarios possible In this scenario you may have 2 drivers and each driver is going to work 2 or more days So what you d like to do is to take all of the work lets say 200 stops and you d like to not only divide this work per driver or per day but you d fe or this we 3 Folder Summary like to divide it per driver E Work for next week Unrouted Stops 0 AND per day So if you l Unknown Addresses 0 have 5 drivers each working 5 days then you d create 25 routes 1 route per driver day within this folder With Q Mee Perse this scenario this type of N Adam Day 200 multi driver multi workday routing is possible Youd just create a folder with a meaningful name to you and then the routes would be named similar to what you see here where both the driver and the work day are both included within the route name Remember you can use the Duplicate Route Templates tool to make massive amounts of route templates amp therefore routes within the program kal Joe Day 1 0 W oe Day 2 0 Scenario 4 It is possible that scenarios you create are also done at a high strategic level For instance the previous scenarios talked about cases where you are assigning stops to drivers likely work that they d be performing on any single day But StreetSync also allows you to create scenarios such as dividing 1000 stops into four regional routes Of course these routes aren t actually going to be given to
116. you can then click on the Add a Route button to continue You ll then be shown a list of route templates that can be used to create routes gs within your folder FIGURE 6 5 shows the button tool that allows you to add routes to an existing solution folder When a solution folder is created the system will automatically add routes to your folder from your list of existing route templates You of course have the option to select deselect the routes that will be included but all route templates are selected by default If you deselect one or more items or if you add route templates meanwhile then you can use the Add a Route button to add routes to your folder at a later time 45 STREETS YNC USER GUIDE How to Edit Route Properties Existing routes can be listed by selecting the Folder Summary from the folder contents area This action lists all routes currently within your active solution folder Once they are listed they can be selected individually or in groups Clicking on the Properties button will then allow you to edit these selected routes Routes can be edited regardless of if they have no stops assigned to them or if they have many stops assigned to them Routes that are edited that have existing stop assignments will be set to Not Calculated automatically In other words if you had a vehicle starting at 8 00am and then edit it to start at 7 00 am it will allow you to make this change howe
117. you locate customers distribute work between drivers isualize plan and manage a ee yout mobile assets and optimally route each driver Managers will be armed with Software can bring clanty statistics on route performance and customer service expectations and will have the benefit of powerful reporting to better manage this information Locate customers and place them geographically via the StreetSync Address Locator form Determine the best workers to take on stops Balance routes to distribute work evenly to your workforce Optimize driver routes to minimize distance and time spent driving Improve customer service by hitting preferred customer arrival times Visualize your customers and routes on the map Empower your workforce with reports GPS interaction etc Incorporating your Business Rules StreetSynce understands that your business is unique You likely have different rules and approach your fleet activity differently than your competitors The goal of the software is to allow you the flexibility to adhere to those rules Model your real world fleet Each physical vehicle can be entered into the StreetSync program Vehicles can have traits and properties independent of one another For instance vehicles can have unique names start times start locations and map symbols Routing plans can be manipulated easily You are able to reallocate stops to different drivers with a simple click STREETSYNC
118. ypothetical For instance you can perform what if scenarios to determine how adding a new hypothetical route would alter your overall real world routes You can conversely remove a route to monitor the resultant changes Don t be afraid to make extra route templates and experiment with various routing scenarios Route templates can of course be named after real people or resources but can also be made for less tangible things such as days of the week calendar dates etc 46 STREETS YNC USER GUIDE Chapter Learn about Solution Folders Solution Folders allow you to create multiple self contained routing scenarios ever the same Day to day the assets available and stops to be visited will change Therefore StreetSync allows you to maintain multiple solution folders within the program simultaneously The ability to create multiple solution folders affords you the ability to self contain an individual routing scenario within each folder Each folder can have its own unique set of available routes and unique properties for each route You can also have unique sets of stops to be completed in each folder ne certainty about routing problems is that no two routing problems are Individual solution folders are typically dedicated to specific time spans or geographic areas For instance you might have one solution folder per day or a folder per driver or might have a folder for each quadrant of your geographic service area How t

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