Skip to main content

         This documentation site is for previous versions. Visit our new documentation site for current releases.      

Setting up and managing routes in the Pega Route Service Admin Portal

Updated on March 16, 2021

Configured routes help us define frequently recurring routes for a field worker. As a business administrator, you create a route to enable the field workers to identify the service locations and complete the route in a systematic manner.

  1. In the Pega Route Service Admin portal, select Routes.

  2. In the Routes window, click New route.

  3. In the Create route window, enter a name and description for the route.

  4. In the Effective date and Expiration date fields, provide the dates when the route is valid.

    Note: A valid Effective date must be a Sunday and a valid Expiration date must be a Saturday.
  5. In the Frequency in weeks field, select how often the route recurs in weeks.

    For example: If you select the frequency 2 for a route, this route plan has a frequency of once in every 2 weeks. The route occurs every 2 weeks. When the dispatcher selects a date in the Dispatcher portal while validating and dispatching a route schedule, this route plan appears once in 2 weeks depending on the effective and expiry date.
  6. Select a service territory and a field worker name that you want to assign to this route.

    Note: Based on the service territory that you select, the application automatically populates the information in the Field worker name field.
  7. In the Status field, specify whether the route is ongoing:

    • If the route is currently active in the system, select Active.
    • If the route is not active currently and is tracked for recording purposes, select Inactive.
    You cannot create new schedules for inactive routes.
  8. Click Submit.

Configure a route plan. For more information, see Configuring a route plan in the Pega Route Service Admin Portal.
  • Previous topic Associating regional admins to a service territory in the Pega Route Service Admin Portal
  • Next topic Configuring a route plan in the Pega Route Service Admin Portal

Have a question? Get answers now.

Visit the Support Center to ask questions, engage in discussions, share ideas, and help others.

Did you find this content helpful?

Want to help us improve this content?

We'd prefer it if you saw us at our best. is not optimized for Internet Explorer. For the optimal experience, please use:

Close Deprecation Notice
Contact us