Guide Purpose:

• This guide IS designed to:
  • Show how to review a tenant when service association is not created.
• This guide IS NOT designed to:
  • Show how association works.

Improper Configuration of Tenant/Division settings

When association is not created on an event, one of the ways to research this is by reviewing the Tenant and Division settings. We want to see if the Tenant was properly configured by verifying if the collection API is enabled in the configuration. Collection API allows our Tenants to upload their customer routes and stops in our portal. If this is not done there is no data for an event to associate with.  

1. Click on the Administration tab
2. Select the Configuration button
3. Select the Organization button
4. Search and select the Tenant name
5. Review the Collection API box to see if its checked/enabled
   1. If checked this was properly configured and no action is required
   2. If not checked, please verify with the product manager to make sure Tenant was meant to be setup for Collection API before checking the box
6. Review the collection distance to ensure its set to the standard 25 ft.
   1. If the collection distance is very low (for example 1ft), the event might not be able to associate to a stop since the closest stop might be more than 1ft from the event.
      

Collection Stops

All customer records for a tenant are stored in the Collection Stops. If there are no records uploaded in a stop, there is no way association can be made. These records are assigned to divisions as we can see in the image below. We need to verify that the right Customer records are assigned to the right division, trucks are assigned to the right division, and routes are assigned to the right division.

1. Click on the Administration tab
2. Select the Configuration button
3. Select the Collection Stop button
4. Search and select the Tenant
5. Search and select the Division
6. View the stops uploaded in the Division
   

Use Case Scenarios

Collection Stops in The Right Division

Leck is a good example for this Scenario. All Stops are uploaded in one Division for Leck which is Company-01. Trucks in this scenario can be assigned to other division but the routes must reference the Division where the stops are for association to work.

Identifying Vehicle Division

1. Click on Fleet tab
2. Search and Select Division
3. Insert the vehicle number
4. View the Division the Vehicle is assigned to as highlighted in BLUE
5. Review body type is accurate as highlighted in ORANGE
   1. This helps get the best association with service event when created
6. Review line of Business is accurate as highlighted in PURPLE
   1. This helps determine if residential association or commercial association will be used
7. Click on the Details to view profile as highlighted in GREEN
   1. Make sure the vehicle is on the right profile where Verif-Eye is enabled, and the profile is compatible. For more information on Verif-Eye, please refer to our Verif-Eye digital QC guide
      

Reviewing Collection Tab

1. Click on the Collection Tab
2. Search and Select Division
3. Review the Route name
4. Review the Division Name
   1. This shows that the route is referencing Division Company -01 which has the Stop records
5. Review Extra Stop Divisions
   1. This shows other divisions the route can reference to associate events with the customer records
6. Review Material Type
   1. Material types are assigned to routes to identify what should be collected on the vehicle. This can be used to make association with stops available in the referenced division.
      

1. Status: This shows state of the Route. The status shows us if a truck is moving and if it should be generating events
   1. Not Started: Tells us the truck has not started working therefore, no events will be generated in this state
   2. In Progress: Tells us the truck is currently working its route
   3. Completed: Tells us the truck has finished its assigned route
   4. Cancelled: This means the route was cancelled and nothing was done.
2. Scheduled Start: This is the time our tenant as scheduled the route to start.
3. Actual Start: This is the time the truck actually started the route which could be different from the scheduled or exclusive time
4. Actual Duration: This is the duration it takes for the truck to complete the route
5. Exclusive Start: This is a hard start time where the Route will not start until the time is reached
   1. If the truck decides to start work before the exclusive start time, the status of the route will not change till the exclusive time has been met
6. Exclusive End: This is a hard end time where the route will end as soon as the time is reached
   1. If the truck decides to continue working after the exclusive end time, the status of the route will change to completed
      

The Images above Identifies that the vehicle is assigned to a different division from the division the route was assigned to. Therefore, it’s very important to make sure the following information below is matched for association to work correctly.

• Stops are assigned to the right division
  • If a route is assigned to a division with the wrong stop records, the system will not be able to associate an event since it won’t be able to match the stops on the route to any record in the division.
• Routes are assigned to the right division
  • If the details in the route do not match the collection stops in the division, a service event association will be made.
  • In a case where a route does not have stops, our system will automatically refer to the assigned division for association
• Vehicles are assigned to the right division
  • The service event created by the vehicle will associate to the records in the division it assigned to. If there are no records in the division or the records no not match the route stops, association will not be made.

Other Parameters

In an Instance where routes do not have stops assigned to them, the system uses the information in the assigned division to make association to a service event.

1. Material Type

Material types are assigned to routes in the collections tab. If there are no stop record in the route, we can use the route material type to match the closest stop record with the same material type as the route. Its very important that the stop records have the right material type assigned to them as it is an alternative way to associate an event.

2. Line of Business

Line of business is another field in the stop records that needs to be accurate while uploading customer records into the collection stop. When routes are uploaded into the collection tab, we can identify the line of business based on the vehicle type and details. In the absence of the stop being assigned to the route, we can use the division stop records which contains line of business to associate an event to a stop within the division the route is assigned to.

Using Parcel ID

For residential association, we use parcel ID for association (for more information on Residential Association, please refer to our guide on Understanding Residential Association). Parcel ID needs to be uploaded into the Collection Stops for association to work. This allows us to still make association even when the Stops are not assigned to a route.

1. Parcel ID
   1. If there are no Parcel ID updated in the collection stop for residential line of business, we would not be able to associate an event to a customer.