S-003-V3-EN
This article presents the typical workflow a user follows when working with the Scheduling product:
Creating a new schedule
Setting basic preferences
Setting relevant additional preferences
Optimizing vehicles and duties
Vehicles
Duties
Manually editing your schedule
Using the schedule
Note: depending on your product package, some preferences and features (e.g. optimization) might not be available.
Creating a new schedule
Create a dataset: export it from a timeplan, or import your own dataset into Scheduling.
Open the dataset and create a new schedule by clicking New Schedule.
Setting basic preferences
For general information about preferences, check the Preferences Introduction article. Click on the name of the preference in the list to learn how to use it.
The names in bold are the preference available in any package that includes the Scheduling product.
Cost
Depot Setup
Midday Park
Algorithm parameters
Pre/Post Trip
Setting relevant additional preferences
Here are some of the additional preferences that you can set to suit your operational needs.
Route Groups
Trip connections
Layovers
Split Break Definition
Duty Breaks
Stop Group
Preference Groups
Relief Point
Relief Timings
Limit Short Pieces
Custom Duty
Driver Base
Changeovers
Time Definitions
Break Preferences
Driver Signing
Time Limitations
Duty Types
Global Constraints
Optimizing vehicles and duties
Vehicles
The goal of optimization is to assign all your trips to vehicles at the lowest possible cost. The provided parameters will help achieve that result as they are all taken into consideration together.
You can control the number of vehicles in the schedule through vehicle capacity per type or depot capacity. The optimization result may not fully align with your expectations. For example, if the schedule does not allow for less than 60 vehicles, that is because 60 is the lowest number of vehicles needed given the constraints.
Duties
It is important to note that, unlike vehicle optimization, with duty optimization you will not be able to optimize and analyze every time you add a preference to see if there is a change in the result.
Whenever you add/modify a preference, press Save Changes in the bottom-left corner of the preferences window.
Manually editing your schedule
After optimization, you can manually edit your schedule to get better results.
Using the schedule
Once your schedule is ready, you can export reports and protocols, and use the schedule to create rosters.