Planned routes

Planned routes leverage your unplanned routes in combination with specific date, time, and stop duration data to create detailed route plans to help track your drivers’ productivity.

Planned routes combine the stops associated with an unplanned route with specific date, time, and stop duration information to create a detailed route plan that begins and ends at a certain time. Planned routes are assigned to specific assets.

Planned routes allow you to set the following conditions for the route:

  • The asset to which the route is assigned.

  • Whether or not the asset is already at the first stop of the route when the route begins.

    • If the vehicle is not already at the first stop, you can set the distance or time to the first stop from the vehicle’s original location.

  • The duration of time the asset is expected to spend at each stop.

For example, a delivery route with three stops could be converted into a planned route for Asset A, which begins at 9:00 AM. The application calculates driving time between each stop as 17 minutes between Stop A and Stop B, and 10 minutes between Stop B and Stop C. You set the planned stop duration for each stop of the route at 20 minutes each. Based on the distance between stops and your set stop durations, MyGeotab automatically calculates that the asset should complete the route at 10:27.

Once the driver has completed the route, you can monitor productivity by comparing the planned route to the driver’s trip. This allows you to monitor stop duration and driving time between stops and adjust your calculations as needed.

Note: You cannot create a planned route without assigning the route to an asset. If you want to create a route that is not tied to a specific asset, it must be an unplanned route type.

Creating planned routes

Learn how to create planned routes using your unplanned routes.

Before you can create a planned route, you’ll need to create an unplanned route first.
  1. Navigate to Productivity > Routes > Routes in the main menu.
  2. Select the route you want to use to create your planned route from the routes list.
    Tip: Use the Search field to quickly locate a particular route.
  3. If you want to retain your original unplanned route, click Duplicate. Otherwise click Edit.
  4. Select Planned as your Route type.
    The Route Edit page, showing the required fields for creating a planned route.
  5. Select an asset to complete the route.
  6. Select whether or not you want to define the asset’s shift hours.
    1. If you selected yes, define the Shift length by selecting a start and end time for the asset’s shift.
  7. Select whether or not you want the route to repeat.
    1. If you selected yes, set a Repeat frequency of daily or weekly, and then specify a frequency, start date and end date.
      Note: Selecting a weekly repeating frequency also requires you to select which day of the week the route repeats on.
  8. For the first stop in the route, set the Estimated arrival time to the time when the asset should arrive at the location to begin the route.
  9. For each stop included in the route:
    1. Set the Duration field to the estimated amount of time the asset should spend at the stop.
    2. Set the Arrival window start and end times. This allows your driver to have some flexibility in their arrival time at the stop without being flagged as too early or late.
      The required fields for creating stops for a Planned Route.
  10. Click Save.
Your new planned route will be visible on the Routes page when you set your filters to Planned and adjust the date and selected asset to match the planned route's settings.

Viewing planned routes

Learn how to set your filters on the Routes page to view your planned routes.

Viewing your planned routes gives you a quick view of upcoming, completed, or in progress routes for your fleet.
  1. Navigate to Productivity > Routes > Routes in the main menu.
  2. Open the Filters menu and set the Route type toggle to Planned.
  3. Select the asset or assets associated with your planned routes.
    Note: At least one asset must be selected to apply your changes.
  4. Select the date period that aligns with when your planned routes are scheduled.
  5. Click Apply changes.
    The Routes page showing a list of planned routes and their status.
If no results are found for your applied filters, double check that you have selected the correct assets for the routes you are trying to view, and that the routes are scheduled for the time frame you have specified.