The User Interface

When you select a scenario from the Home screen, the primary Verizon Connect® Scenarios™ user interface opens. This screen is composed of five areas. The controls available in each of these areas, and the tasks that can be performed from each, are detailed below:


 

1.Settings and Layout - This panel includes a link back to the Home screen (by clicking the "Scenarios" text), a link to the actions menu, the Undo and Redo buttons (see Undoing and Redoing Tasks), the Settings button (see Configuring Scenario Settings), and the Forecasting button (see Creating Jobs Using the Forecasting Tool). To the right of this panel are the screen layout buttons - used to control the layout of the Scenarios interface. Next to this is a tool to build routes and to share the current scenario with a third party.
2.List Panel - This panel lists all jobs, drivers, markers, vehicles, and recurring jobs in the selected scenario. Choose the list type to display by using the menu in the upper left corner of the panel. Use this panel to view and filter the components that make up your scenario. This panel can also be used to add, edit, and delete jobs, drivers, markers, vehicles, and recurring jobs. When viewing jobs, you can automatically assign jobs to the best route and unassign jobs that have already been assigned to routes. Click a job, driver, marker, vehicle, or recurring job name in the list to view or edit its details.
3.Map Panel - This panel displays a map with the locations of routes and jobs selected from the List panel, the Routes panel, or the Job Order panel. Click and drag the map to move it, and use your mouse scroll-wheel or the map tool bar to zoom in and out. Click or select a route on either of the route panels to highlight the selected point-to-point route on the map, with numbers representing the jobs contained in the route and their order. Once shown on the map, click a job number to select the corresponding job in the List panel, or drag jobs between routes using your mouse. You can also click on a job number to unassign the job from the current route or automatically assign it to a different route.
4.Job Order Panel - This panel displays details of any single route selected in the Routes panel. This panel can be opened by clicking a route in the Routes list grid. Once open, this panel displays all of the jobs for a single route: the jobs' names, locations, scheduled start and end time windows, load details, required attributes, planned time-on-site, and more. Click a job name in this panel to edit its details, and use the buttons at the top of the panel to edit or delete the job.
5.Routes Panel - This panel displays all routes in the current scenario, and is used to add, remove, edit, display, re-sequence, and optimize routes. Like the List panel, this area includes a More menu for performing additional tasks such as importing routes, exporting routes, and exporting route summaries.

The Settings and Layout Panel

The Settings and Layout panel lets you control the layout of the Scenarios screen and perform general actions on the currently selected scenario.


 

1.Home - Click this title to return to the Home screen. From there you can open a new scenario, delete an existing scenario, or make a copy of a scenario.
2.Actions Menu - Click the highlighted name of the scenario to open a drop-down menu. From this menu you can duplicate the scenario, rename it, download it as a JSON format export file, or open the scenario's Settings dialog box.

 
3.Undo and Redo - Click these buttons to reverse previous changes made to your scenario or to return changes you backed out. These controls are effective only during your current session. When you close the window or sign out, your change history is lost. You cannot revert changes made in previous sessions. If you want to make significant changes to your scenario, consider saving a copy of the scenario by downloading it as a JSON file, or make a copy of the scenario to edit. See Undoing and Redoing Tasks for more information.
4.Settings - Click this button to open the scenario's Settings dialog box. You can use the Settings dialog box to configure settings such as hard constraints and clustering strategies, and to configure custom fields.
5.Forecasting - Click this button to open the Forecasting Tool, which allows you to generate jobs that are similar to your current jobs. This tool can be used to simulate changes caused by more jobs being added to your scenarion.
6.Screen Layout - Use these buttons to change the layout and appearance of the Scenarios user interface.
oClick the Display All button to show all five Scenarios panels.
oClick the Hide Map button to hide the Map, but to display the List panel and Routes panel.
oClick the Hide Top Panel button to hide the Map and the List panel.
oClick the Hide Bottom Panel button to hide the Map, the Routes panel, and the Job Order panel, showing only the List panel.
oClick the Display Map button to show only the Map, hiding all other panels.
 
7.Build Routes - Click this button to open the Build Routes menu.

 
From here you can build and optimize routes for a scenario, build additional routes without impacting existing routes, or rebuild and optimize existing routes. See Building Routes for more information.
8.Violations - Click the Violation icon to view a list of jobs that have violations.

 
When you click on the job name, the Edit Job dialog box opens for the selected job.
9.Share Scenario - Click the share button to generate a link address to your scenario file.

 
Copy the address and send it to a third party if you want them to review or check the configuration of the scenario. The person receiving the link is required to enter a username and password to access the file (that is, they must have valid Scenarios or Verizon Connect® RouteCloud™ authentication credentials).

The List Panel

The List panel displays a list of all job, recurring jobs, drivers, vehicles, or markers in the current scenario. Select the item type to list and then use this panel to view, add, edit, view, or remove the items of that type. All lists can be filtered, imported, and exported.

When you are viewing the Drivers list, you can use the Create Routes button to create routes for drivers. On the Markers list, you can use the Geocode button to find the missing latitude and longitude coordinates for imported markers. On the Recurring Jobs list, you can use the Create Jobs button to create new jobs from the selected recurring jobs. On the Jobs list you can assign jobs to and unassign jobs from routes.


 

1.The List - Depending on the list type selected, this list shows all jobs, recurring jobs, drivers, markers, or vehicles in the current scenario. The Name column shows the name of the list item. To the left of this column is a check box column, which you can use to multi-select more than one item and perform a common action on every selected item. You can show or hide a variety of other column types using the column picker tool. Click a highlighted item name to open the editor panel.
2.List Type - Use this drop-down list to select the type of scenario item you want to view or edit: jobs, recurring jobs, drivers, markers, or vehicles. Click the highlighted text to open the selection menu, then choose the item you want to see. After you have selected an item, the menu is updated with a numeric value in brackets that indicates the number of that item available in the scenario.

 
3.The List or Group toggle buttons are shown only when Jobs is selected from the List Type selector. You can use them to change the way in which jobs in the List are grouped together: either as an Ordered List or as a Grouped List . When you select Ordered List, jobs show individually, whereas when you select Grouped List the jobs are grouped together by their driver. That is, all jobs assigned to the same driver display under a group for that driver. See Grouping Jobs and Routes.
4.The Assign job button is shown only when Jobs is selected from the List Type selector. You can use it to assign one or more selected jobs to the best route.
5.The Unassign job button is shown only when Jobs is selected from the List Type selector. You can use it to unassign one or more selected jobs from a route.
6.Use the Create button to add a new job, recurring job, driver, marker or vehicle. Click the button to open the Create dialog box. Enter the details of the item you want to add to the scenario and then click Save. The user interface is updated with the new item immediately.
7.Use the Edit button to change the details of the selected item in the List, or to view the current details of the item. Change the item's details and click Save, or click Cancel to close the dialog box without making any changes.
8.Use the Delete button to delete one or more items selected in the grid. If you change your mind, you can reverse this action using the Undo button.
9.Job Filter - This filter shows only when the Jobs list is selected from List Type. Use this tool to filter jobs in the List panel. You can choose from All, Assigned, and Unassigned to show the appropriate types of jobs. The List panel applies your filter choice and updates immediately.

 
10.Filter - Open the filter to define criteria by which to filter the list of jobs, drivers, vehicles, markers, or recurring jobs. See Filtering Jobs and Routes for more information.
11.Extended Menu - Use this menu to access additional tasks when viewing jobs, drivers, markers, vehicles, or recurring jobs. The menu options depend on the selected list type. The example below show the menu for the Jobs list.

The Map Panel

The Map panel occupies the upper right corner of the browser window. You can pan the map by dragging with your mouse. You can zoom the map toward your mouse cursor using your scroll wheel or toward the center of the map using the zoom tool bar buttons located in the lower right corner of the map.


 

1.Pan and Select Toggle - These toggle buttons change the way in which you interact with the map using your mouse.
oClick the Pan button to change the mouse cursor to a hand and to use your mouse to click and drag the map. In this mode you can also click on route stops on the map to select the corresponding job in the List panel for jobs and in the Job Order panel.
oClick the Select button to change the mouse cursor to a cross and to use the mouse to select jobs and routes that are visible on the map in the Routes panel, the Job Order panel, and the List panel. Click a point on the map and hold the mouse button to draw a selection area. Release the mouse, and any jobs or routes located within the map selection area are selected in the Job Order panel, and in the List panel.
 
2.Map Tool Bar - Use this tool bar to specify the items that are visible or hidden on the map and how routes are drawn.
oClick the Map styles button to open a drop-down box from where you can select the map style to use on the map: Low Contrast, Detailed, or Satellite.

 
oClick the Show routes button to toggle between showing or hiding the routes in your current scenario on the map.
oClick the Show route paths button to toggle between turn-by-turn vehicle route highlights and straight, point-to-point highlights on the map. In point-to-point route highlights, each job in the highlighted route is connected by a straight line. Routes that are snapped to streets show the actual turn-by-turn directions along streets between each job on the route. This path is more difficult to calculate than a simple point-to-point route highlight, so will take a moment to render if the route is long. Straight line highlights between stop, depot, and break locations are less precise, but they clearly illustrate the order and relationship between stops.
oClick the Show route stems button to toggle on and off the permanent visibility of route stems. Stems are the sections or a route between the start depot location and the first stop on a route, and between the last stop on a route and the final depot.
oClick the Show unassigned jobs button to draw jobs that have not been assigned to a route on the map. Like assigned jobs, these jobs are represented by a circular icon drawn at its geographic location on the map. However, unlike jobs on a route which contain a number indicating the job's position in the route, unassigned jobs do not display a number.
oClick the Show depots button to display all depot markers on the map. Depots are shown on the map with the Depot icon. When you hover over the icon, the depot's location is displayed in the lower left corner of the map. When you click on a depot, the Depot icon changes color and the depot's marker is selected in the Markers list.
oClick the Show driver soft territories button to toggle driver soft territories. A soft territory, or preferred area, is a geographical area assigned to a particular driver, typically around their home or in an area that they are very familiar with, used to weight the assignment of jobs in particular areas near a driver to that driver. The centers of these soft territories are displayed on maps using flag icons. See the Creating Soft Territories for Drivers section for more information.
oClick the Pan and zoom to visible routes button to pan and zoom the map so that all visible routes fit onto the map. Visible routes are those that display a colored Show/Hide route on map icon in the Routes panel.
oClick the Change colors button to change the colors of all routes displayed on the map. Each time you click the button, a new color is assigned to each route.
 
3.Build Cost - This panel shows the cost of the routes in your scenario in US dollars, based on the normal and overtime hourly pay rates of your drivers, fuel costs per kilometer, and fixed route costs that you provide. Below this estimated cost, a cost change value is shown in either red or green text. If the last route build or re-sequence operation reduced the overall cost of your routes, this cost reduction shows in green. If the updated routes are more expensive than the previous set of routes, the change in value shows in red. Hover your mouse over this panel to view an arrow button in the upper right corner. Use this button to view other metrics that might have changed following the last build operation, including distance, duration, and working hours.

 
4.Routes and Jobs - Routes are drawn on the map as route highlights drawn between the jobs on a route (either as straight lines or as actual turn-by-turn routes along streets). Each route is shown using a different color to allow the easy separation of routes that overlap on the map. Jobs on routes are shown on the map as circular icons containing a number representing the job's numerical position in its route. Jobs that are not assigned to a route are shown as circular icons without a number. Hover your mouse over a route highlight or a job on the map, and an information panel appears in the lower left corner of the map detailing the name of the job and its planned arrival; or the name, driver and start date of the route.

 
5.Map Zoom - Use the Zoom In and Zoom Out buttons to adjust the zoom level of the map without changing the location at the center of the map.

The Routes Panel

The Routes panel lists all of the routes you have created in a scenario, and includes options for adding, editing, deleting, and re-sequencing routes, and for drawing routes on the map.


 

1.Click the Resequence button to re-sequence the jobs on the selected routes. This process might change the order of jobs on a route, but it does not move jobs between routes. Jobs might get re-ordered if, for example, a job has been added or removed from the route, or if the delivery time window of a job has been updated since the route was initially built. This button is enabled only if you have selected at least one route.
2.Click the Optimize button to optimize all routes shown in the Route list. If you click on the downward facing arrow on the Optimize button, you can choose between optimizing selected routes and all routes. This process might change the order of jobs on a route or move jobs between routes.
3.Click the Unassign all button to unassign all jobs from the selected routes. You must select at least one route containing jobs to use this button.
4.Click the Create button to create a new route. Click the button to open the Route dialog. Enter the details of the route you want to create and then click Save. The user interface updates to show the new route.
5.Click the Edit button to edit the details of the selected route in the Route list or to view the current details of a route. Click the Cancel button on the Edit dialog to close it without making any changes, or change the route's details and then click Save to update them.
6.Click the Delete button to delete a route or several routes selected in the grid. If you change your mind, you can reverse this action using the Undo button.
7.Route Filter - This tool is used to filter routes in the Routes panel to include all routes, or only routes with or without jobs assigned. Click the control to open a menu, and then select from "All", "With Jobs", or "Empty". The routes list applies your filter choice and updates immediately.

 
8.Filter - Open the filter to define criteria by which to filter the list of jobs, drivers, vehicles, markers, or recurring jobs. See Filtering Jobs and Routes for more information.
9.Layout Options - Select between the different options for displaying routes:
oClick the Display routes in a list button to show the routes in a list.
oClick the Display routes in a group button to show the routes grouped by driver.
oClick the the Show detailed route button to show a detailed view of the selected route in the Job Order panel.
10.Extended Menu - Use this menu to access additional tasks when viewing routes. It includes options for creating, editing, and deleting routes, as well as importing routes, exporting routes and jobs, exporting a route summary, re-sequencing routes, and unassigning all jobs from routes.

 
11.Routes List - Lists all routes in the scenario. Each row describes one route and each column shows information relating to that route. You can choose which columns to hide or to show using the column picker. Click the Show/Hide route on map button in the second column from the left to draw the route on the map. The icon's color changes to match the color of the route on the map. Click a route name under the Name column to open the Route dialog box and view the details of the route. The total number of violations for a route, if any, is shown beneath the Violations column. Click on the yellow Violations icon under this column to open the Violations panel, which contains a list of violations. Select the check box next to a route to view the jobs assigned to the route in the Job Order panel.

The Job Order Panel

The Job Order panel provides a detailed view of a selected route. Open this panel by selecting a route in the Routes panel and clicking the Show detailed route button. From this panel you can view the jobs in the selected route, modify job details, change the order of jobs in the route by clicking and dragging them up or down in the list with your mouse, unassign jobs from the route, or delete jobs completely.


 

1.Route Summary - This line of text summarizes the selected route, including the date the route begins, the driver assigned to the route, and the number of jobs assigned to the route.
2.Violations - This icon shows the number of violations for the selected route. When you click on the icon, the Violations panel opens with more details about the violations.
3.Edit - Click this button to change the details of the selected job in the list, or to view the current details of the job. Click the Cancel button on the Edit dialog to close it without making any changes, or change the job's details and then click Save to update them.
4.Delete - Click this button to delete the selected job in the route list. If you change your mind, you can reverse this action using the Undo and Redo buttons. See Undoing and Redoing Tasks.
5.Reverse Job Order - Select more than one job by pressing and holding Ctrl and clicking on the jobs in the list. When you have selected more than one job, you can reverse the order of the selected jobs.
6.Route Jobs - These are the customer jobs scheduled in the selected route. The number shown under the Stop column indicates the order of the job in the route. The Depot icon indicates the start or end of the route at the driver's depot location. Use you mouse to drag jobs up or down in the list if you want to manually change their order in the route. Columns shown in this grid include the job's name, marker number, arrival time, departure time, time on site, and more. Select the columns you want to see using the column picker. The Violations column shows a Violations icon if the route or any of its jobs violate any constraints you have configured. Click on the icon to open the Violations panel.