Creating and communicating a plan

Make sure the Superuser has configured your organization's workflow, drivers, and treatment actions in the Settings > Planning settings.

You can save the plan as a draft by selecting Save as draft at any step of plan creation. You can view and edit the drafts in the Operations > All plans view.

To create a plan
  1. In the main menu, go to Operations > Routes.
  2. Select one or more routes to include in the treatment plan.
  3. Select Create plan. A plan view for the selected routes will open.
  4. In the Plan details view, select an action and desired treatment type and rate from the list.
    Select action
    • Patrol: Assign a patrol action to monitor road conditions along the selected route.
    • Plow: Assign a plowing action to the route.
    • Monitor: Use this when the situation is uncertain and weather conditions require ongoing monitoring. The decision maker will create a new plan later based on actions necessary.
    • No action: Use this when no action is required.
      When you select No action or Monitor, nothing else can be selected at the same time.
    Treatment type and rate
    • Select treatment type and rate from the list.
      The list shows the treatment types and rates added in Planning settings > Treatment actions by the Superuser.
  5. Add action start time and select Add.
    • Added actions will be saved and appear under Actions in this plan.
  6. When you have added all the desired actions and treatments to each route, select Continue.
  7. In the Decision time view, fill in the validity time for the plan. Decision time specifies the period during which the current plan is active and no further planning is needed for the selected routes. It also defines the forecast time window the plan covers.
    • Adjust the starting time of the plan in the Valid from field. The Valid until field is automatically calculated based on the validity period you set
    • The starting time of the plan can also be adjusted when you are entering a plan retrospectively.
  8. In the Drivers view, choose one or more drivers or subcontractors from the list to assign to each route.
    The list shows the drivers and subcontractors added in Planning settings > Drivers by the Superuser.
  9. When you have added all the desired drivers to every route, select Continue.
  10. In the Communication view, fill in the treatment plan messages for the selected recipients.
    • In the Communication view, you can write a comment for both internal and external recipients. The treatment plan is automatically included in the message. An internal recipient is someone who has a user account and can access your organization's Xweather Horizon account.
  11. Depending on your organization's Decision flow in the Planning settings, you have one of the following options:
    • Send for approval, the plan is first sent for approval. Only after the plan is approved will it be communicated to drivers and other recipients. The Superuser can approve the plans pending approval in the All plans view.
    • If your organization's decision flow does not include Send for approval, you can Communicate the plan directly to the drivers.
    • If your organization's Decision flow is set to the Request acknowledgment, the message sent to drivers or the representative for the drivers will include an Acknowledge button. You can track the acknowledgment status in the Plan details > All plans view.