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Routes

The Routes module provides route planning, execution tracking, and deviation monitoring for units (vehicles/apparatus). It allows departments to define multi-stop routes, schedule them on a recurring basis, track real-time execution by units, and detect deviations from planned paths. The system integrates with Mapbox for route geometry and turn-by-turn navigation.

Navigation: Department Menu → Routes

Overview

The Routes system is built around six core concepts that work together to plan and execute routes:

Route Plan + Stops + Schedules → Start Route (Instance) → Execute Stops → End / Cancel
  • A Route Plan is the reusable blueprint defining the path, stops, and settings
  • Route Stops are the ordered waypoints within a plan
  • Route Schedules define when a plan recurs automatically
  • A Route Instance is the live execution record created when a unit starts a route
  • Route Instance Stops track per-stop execution state (check-in, check-out, skipped)
  • Route Deviations record when a unit strays from the planned path

Route Plans

Route Plans are the core reusable definitions for a route. They belong to a department and can optionally be assigned to a specific unit.

Navigation: Routes → Route Plans

Plan List

The plan list displays all route plans for the department with:

  • Plan name and description
  • Assigned unit (if any)
  • Status badge (Draft, Active, Paused, Archived)
  • Route color swatch
  • Quick links to view, edit, and delete

Creating a Route Plan

Click New Route Plan to open the creation form.

FieldRequiredDescription
NameYesDisplay name for the route (max 250 characters)
DescriptionNoOptional description of the route's purpose
StatusYesDraft, Active, Paused, or Archived
Assigned UnitNoRestricts the plan to a specific unit
Route ColorNoHex color used for map rendering
Start Latitude / LongitudeConditionalExplicit start coordinates (or use station)
End Latitude / LongitudeConditionalExplicit end coordinates (or use station)
Use Station as StartNoUse the unit's home station as the starting point
Use Station as EndNoUse the unit's home station as the ending point
Navigation ProfileYesMapbox routing profile: Driving, Walking, Cycling, or Driving (Traffic)
Optimize Stop OrderNoReorder stops automatically for efficiency
Geofence Radius (meters)NoDefault proximity radius for automatic stop check-in
Estimated Distance (meters)NoPre-computed route distance
Estimated Duration (seconds)NoPre-computed route duration

Route Stops

Each plan contains an ordered list of stops added from the plan editor.

FieldRequiredDescription
Stop OrderYesInteger position in the sequence (1, 2, 3, …)
Stop TypeYesManual, Scheduled Call, Station, or Waypoint
AddressNoHuman-readable address for the stop
Latitude / LongitudeYesGeographic coordinates of the stop
Geofence Radius (meters)NoPer-stop override of the plan-level geofence radius
PriorityYesNormal, High, Critical, or Optional
Planned Arrival TimeNoExpected arrival time
Planned Departure TimeNoExpected departure time
Estimated Dwell (minutes)NoHow long the unit is expected to remain at the stop
ContactNoLinked contact for service-delivery stops
CallNoLinked Resgrid Call (for Scheduled Call stop types)
NotesNoFree-form notes
Stop Types
  • Manual — A general-purpose stop at any location
  • Scheduled Call — Links the stop to an existing Resgrid Call
  • Station — A department station or group
  • Waypoint — A path waypoint without a service interaction

Route Schedules

A plan can have one or more schedules that automatically create route instances on a recurring basis.

FieldRequiredDescription
Recurrence TypeYesNone, Daily, Weekly, Bi-Weekly, Monthly, or Custom
Recurrence CronConditionalCron expression (Custom recurrence only)
Days of WeekConditionalComma-separated days (Weekly / Bi-Weekly recurrence)
Day of MonthConditionalSpecific day number (Monthly recurrence)
Scheduled Start TimeNoTime-of-day for the route to begin
Effective FromNoDate the schedule becomes active
Effective ToNoDate the schedule expires
ActiveYesWhether the schedule is currently enabled

Editing and Deleting Plans

  • Edit — Modify plan metadata, add/remove/reorder stops, and manage schedules inline
  • Delete — Soft-deletes the plan (IsDeleted = true); historical instances are preserved

Executing Routes

Starting a Route

From the Route Plans list or the unit view, click Start Route and select the plan and unit. This creates a Route Instance with status In Progress and initializes a pending execution record for every stop in the plan.

Stop Execution

As a unit progresses through the route, each stop can be acted on in three ways:

ActionDescription
Check InRecords arrival GPS coordinates and timestamp at the stop
Check OutRecords departure, computes dwell time, and advances the stop counter
SkipMarks the stop as skipped and requires a reason

Check-in can occur in three ways:

  • Manual — Dispatcher or driver taps Check In
  • Geofence — System automatically checks in when the unit's GPS position comes within the stop's geofence radius
  • QR Code — Driver scans a QR code at the stop location
Geofence Auto-Check-In

When a unit's GPS position is reported, the system uses the Haversine formula to determine whether the unit is within a stop's geofence radius. If within range, the system automatically records a check-in. Each stop can define its own radius; otherwise the plan-level default is used.

Pausing and Resuming

An active route can be Paused (e.g., for an unexpected delay) and later Resumed. The route instance status moves between In Progress and Paused accordingly.

Ending a Route

Click End Route to mark the instance as Completed. The system calculates total duration and records the actual route geometry.

Cancelling a Route

Click Cancel Route to abort an in-progress or paused route. A cancellation reason is required. The instance status is set to Cancelled.

Monitoring Active Routes

Active Routes View

Displays all route instances currently In Progress or Paused for the department, with:

  • Unit name and assigned plan
  • Status badge
  • Stops completed vs. total stops
  • Scheduled and actual start times

Route Progress

The detailed progress view for a specific route instance shows:

  • Overall instance status and timing
  • Per-stop execution state (Pending, Checked In, Checked Out, Skipped)
  • Check-in/check-out timestamps and GPS coordinates
  • Dwell time per stop
  • Arrival deviation (negative = early, positive = late, in seconds)
  • Any notes added to individual stops

Route History

From any Route Plan, click View History to see all past instances. The history list shows:

  • Executing unit
  • Actual start and end times
  • Completion status
  • Stops completed vs. planned

Deviations

Route Deviations are automatically recorded when a unit strays from the planned path.

Unacknowledged Deviations

Supervisors can view all unreviewed deviations for the department, including:

  • Unit and route instance
  • Detected timestamp and location
  • Distance off-route (meters)
  • Deviation type

Acknowledging a Deviation

Select a deviation and click Acknowledge to mark it as reviewed. The acknowledgment records the supervisor's user ID and timestamp.

The Routes module integrates with Mapbox to provide turn-by-turn directions.

ViewDescription
Plan DirectionsShows the full planned route geometry and all waypoints for a route plan
Live DirectionsShows remaining stops only (excluding completed and skipped stops) for an active instance; optionally uses the unit's current GPS position as the real-time origin

Contacts Integration

Route stops can be linked to contacts from the Contacts module. This is useful for service delivery routes where each stop has an associated person or business.

  • View the contact record directly from a stop in the plan editor or the execution view
  • Contact information includes name, company, phone, email, address, and GPS coordinates
  • The Route Contacts view lists all unique contacts across all stops in a plan

Scheduled Routes

View all active route schedules for the department under Routes → Scheduled Routes. Each entry shows the associated plan, recurrence type, next scheduled time, and whether the schedule is currently enabled.

Authorization

Access to Routes features is controlled by four permission levels:

PermissionAllowed Actions
Route ViewView plans, instances, history, deviations, directions, contacts
Route CreateCreate new route plans
Route UpdateEdit plans, start/end/pause/resume/cancel routes, check-in/check-out, acknowledge deviations
Route DeleteDelete route plans

All data is scoped to the authenticated user's department — users can only see and manage their own department's routes.