Manage the sectorisation

The sectorisation function allows you to create intervention areas and assign agents or delivery drivers to these areas. To use this function, follow the steps below.

💡 The sectorisation function is available from the Essential plan onwards.

• Step 1: Activate the sectorisation
• Step 2: Add a sector plan
• Step 3: Managing sectors in the sector plan
• Step 4: Assign workers to a sector
• How do I delete a sector plan?
• How does sectorisation work?

Step 1: Activate the sectorisation

To get started, you need to activate the option on your AntsRoute account.

1. Go to the “Settings” module.
2. Click on the “Settings” tab.
3. Click on “General settings”.
4. Enable the “Activate the sectorisation” option.
5. Click on the “Save” button.

   

💡 The sectorisation can only be linked to a single site (or warehouse). If you have several sites on your AntsRoute account, you will need to repeat the following steps for each site.

Step 2: Add a sector plan

💡 Two sector plans cannot have the same days of application. For example, if you have a “Sector Plan A” with an application day of “Monday”, you cannot create a “Sector Plan B” with an application day of “Monday”.

1. Go to the “Settings” module.
2. Click on the “Sectorisation” tab.
3. Click on the “+” button in the top right-hand corner.

   

4. Enter a “Name” for this sector plan.
5. Set the days on which the plan will apply.
6. Click on the “Save” button.

   

Step 3: Managing sectors in the sector plan

Once your sector plan has been added, you can create several sectors for this plan. To do this, follow these steps:

1. Click on “...” > “Sectorise” (optional if you have just added a plan).

   

2. Click on the “Draw a new sector” button.
3. Click on the icon at the top left to move around the map, then on the icon to draw a sector.

   

4. Click on the “Save drawn sector” button.

   

5. Define a “Name” for this area.
6. Click on the “Save” button.

   

☝️ Good to know: To simplify the creation of your sectors, you can display your customers and vehicles on the map.

Step 4: Assign workers to a sector

Once your sector has been created, you can assign agents or drivers to it. To do this, follow these steps:

1. Click on the sector you drew in the previous step.
2. Click on the “Add” button.

   

3. Select an agent to assign to the area.
4. Click on the “Save” button.
5. Assign other agents if necessary by repeating these three actions.

   

💡 The same agent can only be assigned to one sector.

How do I delete a sector plan?

To delete a sector plan, follow these steps:

1. Go to the “Settings” module.
2. Click on the “Sectorisation” tab.
3. Click on “...” > “Delete”.
4. Click on the “Confirm” button.

   

How does sectorisation work?

Let's take an example to better understand the sectorisation function.

Agent A is assigned to sector A. Agent B is assigned to sector B.

If you schedule a work order to a customer whose address is in sector A, you will not be able to assign the task to agent B, even if agent A is unavailable. On the other hand, if you schedule a work order to a customer located outside the different sectors, agent A and agent B can be assigned to carry out the call-out.

If you want to prevent tasks from being scheduled for customers outside your sectors, you can create “exclusion areas”. To do this, you can draw a sector delimiting the area where you don't want to work, and you don't assign any agents to this sector.