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Release a planning

Release a planning

What is release?

When PTV OptiFlow Route Planner is used to plan and optimize routes for operational execution, ‘Release’ refers to publication of the routes for downstream modules.

Each release for a plan reflects a snapshot of only the released routes in the entire plan at the moment the you click Release. Each subsequent release will contain all released routes, both those from the previous releases and those in the latest release.

How can I release (part of) my plan?

When you click on the release button in the last tab to navigate to a select your routes for release.

Here, it is possible to

  • choose which fields you want to see: driver, vehicle ID and/or start time.

  • sort the routes based on driver, vehicle ID and/or start time.

  • filter the routes based on the start time of the route

  • filter by vehicle labels.

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Currently, it is only possible to release a full route. It is not yet possible to release part of a route.

What can I do after I have released my plan?

Identify released routes

 

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planboard

 

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release overview

The routes that were included in the latest release of the plan are designated with a paper airplane icon. It is not visible in OptiFlow Route Planner which orders were previously released.

If an order is part of the scope of more than one plan, it can be released from both. Today, there is no check or indication that an order has already been released from another plan.

Edit released routes

If your route is not locked, you can still make the following changes after it has been released:

  • drag orders into released route

  • remove orders from released route

  • drag orders to a different sequence within a released route

If you make any changes to a released route, the downstream systems will only be made aware of these changes after you re-release your plan.

If changes were made to the route in downstream systems while you were editing the route in PTV Optiflow, re-release from PTV Optiflow might result in those changes being lost.

Continue the optimization

PTV Optiflow will not change or re-optimize released routes.

Release your plan with additional routes

  1. Click Release on the planning tab

  2. Check the additional routes for release. All your previously released routes will already be automatically marked for release.

  3. Click Release in the Release list

The plan will be re-released with the additional routes you checked.

Remove routes from the release

  1. Click Release on the planning tab

  2. Uncheck the released routes that you want to unpublish for downstream systems.

  3. Click Release in the release list

The plan will be re-released without the routes you unchecked.

What if I changed a route that has already been released?

When a route that has already been released changes, it is required to re-release this route to make sure these changes are also available in downstream systems.

A red dot will appear on the planning tab to indicate that some actions are required

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The message indicates that you must press the release button to pass this change on your underlying systems.

In the planboard, the previously released routes that contain changes are flagged with a warning. When hovering over them, you will receive the following message.

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Re-release your plan with modified routes

  1. Click Release on the planning tab

  2. Your previously released routes will already be automatically marked for release. The modified routes are flagged with a warning symbol

  3. Click Release in the release list

 

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The plan will be re-released with the routes you checked (including the modified routes).

How can I retrieve released routes?

The released routes can be retrieved using the planning API.

With this API it is possible to retrieve a list of plannings and their metadata, which includes information about when a planning has been released.

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Further, the metadata also contains the planning id to identify the planning. This planning id can be used to

  • retrieve a released planning using this API

  • identify the released planning in PTV OptiFlow by copying this id into the URL, as illustrated in the screenshot below.

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At the moment, the planning id in the URL will change to an internal planning id after the planning has opened. However, it is still the same planning.

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