Tour allocation with planning versions

In the planning mode, different versions of the tour allocation can be created and edited. So it is possible to create a new tour planning by means of a plan version while another tour planning is active and used in the operation. This also makes it possible to create two different tour planning versions and, for example, for universities to have a tour planning for during the semester and a tour planning for the semester break. Furthermore, it is possible to activate other cleaning areas, categories, frequencies and activity types. This means, that it is also possible to create and simulate a planning version befor the completion of a renovation. Planning versions can also be created for different seasons. 

Create a new planning version

To create a new planning version with or without changes to areas, frequencies and activity types, click on the planning mode selection in the top blue bar. 

In this window all already created plan versions are displayed, new plan versions can be created, edited, compared and activated. The first version that has not been renamed by the user is called "current". The green "active"-field shows which version is currently being used in operation. The version with "currently displayed" is displayed in the web applicaiton (cockpit). 

To create a new planning  version, click on copy from version. The following window opens:

A desired name for the new planning version can be entered on the left under version. The version to be copied is selected on the right. Once the new version has been named and the version to be used as the basis has been selected, click on "Save and show".

The blue bar at the top of the cockpit (web application) indicates if a version other than the one currently in use is displayed. The warning message also appears: Planning mode with version "After renovation" is currently displayed. 

The Settings tab is also highlighted. This is indicated by a yellow bar. Settings that are made on a page with a yellow bar are made on all versions (currently in operation and planning version).

You can now make and simulate changes to the area types, categories, activity types, tour allocation and frequencies as required. To start a simulation, select Economic entity, Tours, Tour management, Simulation. For more information on a simulaiton, click here. 

Important: Even if a different version is now displayed, the tour version that was active before the display was changed is still active.

Edit planning mode 

If you click on Edit, you can rename the selected planning mode.

Press Save to save the new version name in the system. 

Compare plannig mode 

After a new version has been edited, the edited version can be compared with the currently activated/operating version using Compare.

The summary can be used to immediately determine which changes have been made to the activity types, frequencies, categories, area types and tour allocations.

The summary shows what has been added, what has been deleted and what has been updated. All changes to existing tasks and area types are regarded as updates, such as a frequency change, a change to the area type or a new tour allocation.

Activate planning mode

Once a new planning version has been created, showed and customised, it can be activated. When the version is activated, it is used for ongoing operation.

Important: As a new planning version always has an impact on tour planning and tour times, it is advisable to simulate the version beforehand and compare the changes using the comparison view.

Click on Activate to display another comparison view / summary of the changes.

The following warning appears: This action may result in the deletion of some existing data. This means that when a planning version is activated, data entries that are dependent on deleted data are also deleted (for example substitution configurations, cleaningtour groups, added documents / document  manager and notification settings). 

Example: In the original version, tour 1 deputised for tour 3 every Wednesday together with tour 2. You now delete tour 1 in the planning version. If you now activate the planning version, tour 1 no longer exists. Therefore, in this example, only tour 2 would represent tour 3 and may be overloaded. You must therefore adjust the substitutions after activating the planning version.

In order not to hinder the current tour planning or ongoing operations, it is recommended that you only activate the new planning version for tours that are not running. If this is not possible, the Activate  when tours are running field must be selected. In this case, it is advisable to inform the cleaning staff / team leaders about the changeover and any changes on the tablets so as not to unsettle them.

Clicking on Accept, the new planning version is activated. 

You can see the change of versions in the planning mode selection window.

Delete planning mode

Planning modes that are no longer required or were created by mistake can be deleted (or archived).

For example you can rename the version "current" to "before renovation" and delete it. The following field appears: 

By confirming the field, the programme automatically decides that in this case the planning version will not be deleted but archieved.

Delete: Planning modes that have never been activated can be deleted. You can also delete planning modes that have been activated but on which cleaning has never taken place. This is because no analytics data or other cleaning data was collected on these planning modes, which would also be deleted if the planning version was deleted.

Archieved: When a new planning version is activated, the previous version is automatically archived, provided that cleanings also took place with this version. Archived planning modes can be showed, compared, edited or activated again, but not deleted. This is to prevent historical data from being lost (gaps in the analytics, substitutions / calendars, defect messages, etc.).