Donna explains the Strategic Movements Daily Process.


Hi! I’m Donna and I am here today to tell you about the Daily Process for Strategic Movements Single Day Plans.

The Daily Process is designed to simplify the work that needs to be done every day to produce an efficient work plan for your drivers.

The process consists of three steps:

  • Create a daily plan
  • Upload jobs
  • And submit the plan for assignment

What do you need?

Just a spreadsheet file with the work the needs to be done.

OK. Let’s get started.

On the Home screen, click on the Start Daily Process button.

This takes you to the Create Plan screen. Normally, you can click the Create Plan button right away, but you can also make changes here.

The parameters that you can set here are covered in another video.

Let’s just click the Create Plan button to create the plan.

This takes you to the Upload Jobs and Locations Screen.

This screen shows which columns of the spreadsheet file contain which data elements.

Let’s select the spreadsheet file. Click on the Choose File button.

Then select the file with the work to be scheduled and click the Open button. Then click on the Upload button and wait for the file to be uploaded.

The moving bar indicates that the data is being uploaded.

When done, click on the Submit Plan button.

Again, you will see the moving bar while the assignment process is being done. There are two steps in this process. First, the building of a matrix of times and distances between the job locations; and second, the process of assigning jobs to trips.

When the assignment is done, you will see a list of actions that can be taken.

Click on the Dispatch Board link to see the results of the assignment.

Here each trip is shown with its list of jobs. Each trip is also shown in the dashboard, the timeline and on the map.

You can make changes if you need to, and then can click on the Print button to get a report on the job assignments.

Check out the Dispatch Board videos to see what you can do here.

That’s it for now. From spreadsheet to low cost plan in just a few minutes.

Come on back to learn more about what you can do with Strategic Movements.