Select the Route Dashboard Tile from the dashboard
Search the Route’s name in the search bar or via the filters in the drop down
Click the Link to the left of the Route’s name
Click Edit
Make changes to the Route Schedule >> Click Next
Add/Edit Assets or change the sequence order >> Click Save
Detailed Steps to Edit a Route
Schedule
Route Name
The user must input a route name in order to create the route. Route names are not specific and can be repeated. This is a required field.
Work Order Description
The user can enter a description of the route that will appear on Work Orders.
Type
Select the type of work is being done by the Route. ( PM, Repair, Investigation etc...) This is displayed on the work order.
Priority
Select a priority for the route. (Minor, Major, Critical etc...) This priority is displayed on the work order.
Assignees
Search for assignees by typing in at least three letters and selecting the desired assignee from the results. Multiple assignees can be assigned to the same Route. This is a required field.
Tags
Tags can be added to a route by typing two or more letters into the Tags. Multiple tags can be added to a Route. These tags are applied to every work order and show up in the Works Tile.
Scheduling
None
Work Orders show up as due immediately.
Scheduled
Work Orders are created and marked as “Open” until the “Start” time has passed. After that time it is considered “Due”. Work Orders can be edited to be due at any time in the future or on the same day.
Reoccurring
Hourly : Work Orders can be created and scheduled on an hourly basis. Selecting The number of occurrences can be determined by a fixed number, date or be infinite.
Daily : Work Orders can be created and scheduled on a daily basis. Reoccurring from due date creates the next work order at the same time the next day. The number of occurrences can be determined by a fixed number, date or be infinite.
Weekly : Work Orders can be created and scheduled on a weekly basis. Reoccurring from due date creates the next work order at the same time the next week or on the same day of the week. The number of occurrences can be determined by a fixed number, date or be infinite.
Monthly : Work Orders can be created and scheduled on a monthly basis. Reoccurring from due date creates the next work order at the same time the next month or the same day of the week. The number of occurrences can be determined by a fixed number, date or be infinite.
Yearly : Work Orders can be created and scheduled on a yearly basis. Reoccurring from due date creates the next work order at the same time the next year. The number of occurrences can be determined by a fixed number, date or be infinite.
Hide Until Next Occurrence: Hides the route from the calendar until its start date and time have passed.
Cancel open work orders on next occurrence:If selected cancels the previous Work Order if it was not completed upon creation of the next Work Order, otherwise the incomplete work will remain as due on the asset.
Click Next
Add Assets
Searching
Assets can be searched for using either a quick search or advanced search. The Assets selector will allow the user to select a parent, a parent and children, one asset individually, etc. User can ADD ALL or Remove Selected or simply remove one asset from the list on the left. When assets are added they will appear in the Assigned Assets column on the left. The search bar at the top of the assigned assets allows the user to ensure that particular assets are added.
Sorting
Workflows can be sorted by dragging and dropping into the correct sequence or adjusting the number found at the right side of the asset. This sequence is adjusted when the Apply Sort Changes button is selected. The sort order is used to determine the sequence of work orders when they are sorted by "Sequence" on the Routes Dashboard.
Workflows
Additional workflows can be added to an asset's Work Order by selecting the plus sign next to the Asset.
Adding Assets to a route (alternate method):
As of the February 1, 2021 release, users can now add an asset to a route by editing the asset. To do this, please follow the steps below:
Click on the Assets tile.
Select the account you are searching for, or select "all assigned accounts".
Search the asset you are looking for.
Click the tile for the asset.
Click the Edit button in the top-right corner.
The "Add Asset to Route(s)" field should be under the Attributes section of the page:
