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Setting up and managing routes

Updated on October 6, 2020

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 selected, the Field worker name field is automatically populated.
  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 route plan.

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