OnRoute Web Portal

1. Pending Routes: Displays the number of routes pending approval. These are routes that have been recorded, but have not yet been approved or rejected by administration. Click View pending routes to change the route filters below to show Pending only.
2. Create New Route: Click to create a new route directly in the web portal rather than using the OnRoute Record app.
3. Route List: Displays the list of recorded routes. By default, the list is ordered with the most recently edited routes at the top. Filters are available to find routes by name or by status.
4. Route Summary: Displays the route name, brief information about the route, and the approval status.
5. Route Preview: Displays details on the route and allows for editing. See Route Panel below for more information.
6. User Info: Displays the logged-in user. If this is not you, you can click the user name and select Logout.
7. Dark Mode: Click to toggle between Dark Mode and Light Mode.
   Help: Click to launch this support page.

The panel on the bottom left of the OnRoute portal displays the list of routes available to you.

1. Search: Type here to search by route name, date the route was recorded (for best results use the day of the month only), or driver name. Partial matches are accepted.
2. View by: Click here to filter by All, Rejected, Approved, or Pending.
   • Pending: The route requires review and can be approved or rejected in the Route Panel.
   • Approved: The route has been determined to be accurate. If an error is found, it can still be rejected.
   • Rejected: The route has been determined to be inaccurate. If the rejection was in error, it can still be approved.
3. List: All available routes matching the search terms and view filter specified are listed here. Click the name of a listed route to display its details in the Route Summary and Panel to the right. By default, the list is ordered with the most recently edited routes at the top. Click the Routes column label to sort by route name instead.
4. Page Controls: If there are a significant number of listed routes, use the controls at the bottom to page between results or change the number of routes per page.

The Route Summary displays basic information about the selected route:

• Driver: The name of the driver who recorded the route.
• Date Recorded: The date the route was recorded.
• Total Distance: The total length of the recorded route.
• Total Stops: The number of stops along the recorded route.
• Status: The current status of the route, along with the date and time the current status was selected.

The Route Panel displays details about the selected route, including a map view.

1. Route Preview: Displays the list of stops, along with the full route overlaid on the map.
2. Edit: Click to edit certain parts of the route. For more details on which parts are editable, see Editing Routes below.
3. Approval: Click to approve or reject pending routes, or change the status on routes that have already been approved or rejected.

Click the down arrow next to an individual stop to display the turn-by-turn directions from the previous stop (or start of route) to the selected stop. The map will highlight the selected route leg along with distance and approximate time.

Click a single navigation line to display a map marker indicating the selected direction.

If a route was not recorded perfectly, or an existing route requires changes, such as detouring around construction or adding a new stop, you can edit it directly in the browser without requiring a new recording.

To begin, click the Edit button.

The Route Summary and Route Panel become editable and add some new functions.

1. Edit Route Name: Change the name of the route. This is reflected in the Route List. Click the X to clear the existing route name completely.
2. Edit Stop Names: Change the name of the listed stops. You can also use the Edit Stop window in the map itself.
3. Undo/Redo: Click to remove a change that was just made. Click to redo a change that was undone.

4. Add Stop/U-turn/Waypoint: Click to add one of the following points of interest to the route:

   • Add Stop: Adds a new stop to the route.
   • Add U-turn: Adds a new stop to the route including a forced U-turn. This option may be useful for ensuring the stop is made on the correct side of the street or other needs.
   • Add Waypoint: Adds a new point to the route that is not a stop. This option may be useful for ensuring the route proceeds along a specific street that may not have a stop on it, such as for construction or snow detours.

   In all cases, after selecting the type of point, the panel will ask you to select which leg of the route to add the point to.

   Specifying the leg first ensures the rest of the route is not disrupted when the map re-calculates the new stop.

   

   Click on the leg on the map, then click where you want to place the point. 

   

   Once the new point is added, the route will recalculate and the stop pins will renumber to include the new stop. 

   The stops will not be automatically renamed; if you create a new stop between "Stop 2" and "Stop 3", the new stop (named "Added Stop" by default) is now the third stop on the route. If you wish to rename your stops, see the Edit Stop section below.

   At any point in the process, you can click the X in the banner at the top of the map to cancel adding the stop to the route.

5. Edit Stop: Click the name of the stop in the Stop List or click the marker on the map to edit the name of the stop. The map marker also allows you to Delete stop.
6. Save: Click to exit Edit mode and save your changes. A confirmation box appears, offering you the option to Cancel or continue to Save your work.
7. Exit: Click to exit Edit mode without saving your changes. A confirmation box appears, offering you the option to Discard any changes made or Save them instead. If you click Save after clicking Exit, the portal will proceed with saving your changes. You will not see a second confirmation box.

1. Route Name: Enter the desired name of the route here. By default, the route is named "Newly Created Route".
2. Addresses: Enter the Origin and Destination addresses. The pins on the map automatically update once enough of the address is recognizable. Alternately, you can directly drag the origin and destination pins on the map to the desired locations.
3. Return to Options: Click to choose between Build New Route and Clone Existing Route.
4. Edit Stop Names: Change the name of the listed stops. You can also click a stop pin on the map to open an Edit Stop option.
5. Undo/Redo: Click to remove a change that was just made. Click to redo a change that was undone.

6. Add Stop/U-turn/Waypoint: Click to add one of the following points of interest to the route:

   • Add Stop: Adds a new stop to the route.
   • Add U-turn: Adds a new stop to the route including a forced U-turn. This option may be useful for ensuring the stop is made on the correct side of the street or other needs.
   • Add Waypoint: Adds a new point to the route that is not a stop. This option may be useful for ensuring the route proceeds along a specific street that may not have a stop on it, such as for construction or snow detours.

   In all cases, after selecting the type of point, the panel will ask you to select which leg of the route to add the point to.

   Specifying the leg first ensures the rest of the route is not disrupted when the map re-calculates the new stop.

   

   Click on the leg on the map, then click where you want to place the point. 

   

   Once the new point is added, the route will recalculate and the stop pins will renumber to include the new stop. 

   The stops will not be automatically renamed; if you create a new stop between "Stop 2" and "Stop 3", the new stop (named "Added Stop" by default) is now the third stop on the route. If you wish to rename your stops, see the Edit Stop section below.

   At any point in the process, you can click the X in the banner at the top of the map to cancel adding the stop to the route.

7. Save: Click to exit Edit mode and save your changes. A confirmation box appears, offering you the option to Cancel or continue to Save your work.
8. Exit: Click to exit Edit mode without saving your changes. A confirmation box appears, offering you the option to Discard any changes made or Save them instead. If you click Save after clicking Exit, the portal will proceed with saving your changes. You will not see a second confirmation box.

Cloning creates a copy of an existing route, which can be edited without affecting the original route.

When this option is selected, the page asks you to select which route to clone.

Click the desired route in the list on the left, then click Clone.

The page will ask you to confirm that you wish to clone the route. Click Save to clone the route, or Discard to exit without saving.

The page will inform you that the clone has been successful but may take some time to appear in the list. Click Okay to return to the main web portal page, or Create Another Route to create or clone another route.

Once the route has been created, it appears as a Pending route in the route list and then can be renamed and edited as desired.

Splitting routes allows you to combine selected stops from existing routes into a new route.

When this option is selected, the Split Mode page opens. Here you can add the existing routes to the editor by clicking Add Routes.

The list of available routes is displayed. Select the ones you want to use stops from, then click Add Routes again to open them in the editor.

You'll receive a pop-up window confirming which routes you want to add. Click Confirm to proceed.

A second pop-up window lets you name the new route. You can always edit this name later if needed. Once you've entered the name, click Confirm to proceed.

Once confirmed, the map will show all the selected routes in gray lines along with their numbered stops.

The leftmost pane shows all listed stops. Select the stops you want to add by clicking on the selection box beside each.

Once all stops from a route are selected, click and drag into the center pane to add them to the new route. All selected stops will be dragged at once.

The map displays the new route in blue with the stops added so far.

Continue adding stops from each selected route. You may insert them between stops from other routes, or reorder stops within the new route as desired.

You must click the selection box beside a stop to be able to click and drag it, even if you are only moving one at a time.

Once satisfied, click Save to save the new route.

The route is then generated and available in the normal route menu with a status of Pending.

Importing routes allows you to define routes outside of the OnRoute Web Portal in a Comma-Separated Value (CSV) file. Uploading that file will generate the routes in OnRoute for distribution to drivers.

This option may be suitable for transferring routes from a different route management app, or for defining stops with exact addresses or latitude/longitude coordinates instead of dragging and dropping markers.

Creating the Import File

Import CSV files can be edited in Microsoft Excel or any other spreadsheet program. Use the following column order, with the header names in row 1:

• Route: The route name. This must be the same for all stops in the same route. Different route names will create different routes. You may create any number of different routes in the same file by using different route names.
• Stop Name: The name of the individual stop. You may have the same name for different stops in the same route, but be aware this may cause confusion.

• Location (Use either option for a single stop, but not both):

  • Stop Address: The address of the stop. Use the format 1234 E Main St, Seattle, WA 98188.
  • Latitude and Longitude: The latitude and longitude coordinates of the GPS point. If a Latitude value is entered, you must also have a Longitude value entered, and vice versa.

  Each stop MUST have either an address or a lat/long pair! If neither or both are included, it could cause issues with the import and potentially the OnRoute app.

• Is Stop: Use one of two values:
  • TRUE: This is an address the bus must stop at on this route.
  • FALSE: This is a waypoint to ensure the bus travels along a specific route, but the bus should not stop here. These will not be displayed as individual locations in the completed route. If no waypoints are specified in a route, OnRoute will determine the best route between stops.
• Sequence: The numerical order in which the stop appears in the route. This allows you to quickly swap stops in the route order without needing to fully delete and re-insert rows in the file.

Click here for a template file which contains the pre-filled header row.

Click here for an example route which shows different methods of entering stops and waypoints.

Uploading the Import File

In the OnRoute Web Portal, click Create New Route, then click Import Routes in the pop-up window that appears.

Another pop-up window appears in the bottom left of the window. Drag and drop your import file onto the pop-up, or click Choose File to browse for it.

Once selected, OnRoute will process your import file. If no errors are found, it tells you the file was imported successfully. Click View results to display the imported routes in the route list.

If any errors are found, OnRoute tells you the file could not be imported. Click View errors to display a window identifying which lines have errors, and what the errors are. Make the needed adjustments and attempt another import.

You can also click Download to receive a CSV file of the listed errors. This may be useful if the route creator does not have access to OnRoute and needs to know the errors to fix.