Stephen Green & Associates · ACS 3b

Route Planning preview Light tier

Week of 4 May to 8 May 2026

Generated from real CRM data, anonymised for this preview. This is what the Light tier produces every Monday morning: a per-RPA, per-day route built from the appointments already in SwiftTrack.

Client visits

across the week

RPA-days

distinct (RPA × day) pairs

61.0

Visit hours

total scheduled

Outward codes

distinct postcode areas

67%

Assignable

have RPA + postcode (13 unassigned, 0 no postcode)

Routes by day

Monday 4 May

1 RPA active · 1 stop

RPA-11 off-time

#	Start	End	Mins	Client	Postcode	Visit type
1	17:00	23:55	415	Client A	no postcode	Hotel

Tuesday 5 May

2 RPAs active · 2 stops

RPA-11 off-time

#	Start	End	Mins	Client	Postcode	Visit type
1	17:00	23:00	360	Client A	no postcode	Hotel

RPA-21 off-time

#	Start	End	Mins	Client	Postcode	Visit type
1	00:00	01:00	60	Client B	NR17	Holiday

Wednesday 6 May

8 RPAs active · 16 stops

RPA-11 off-time

#	Start	End	Mins	Client	Postcode	Visit type
1	17:00	23:55	415	Client A	no postcode	Hotel

RPA-31 off-time

#	Start	End	Mins	Client	Postcode	Visit type
1	00:00	00:00	2880	Client B	NR17	Holiday

RPA-41 off-time

#	Start	End	Mins	Client	Postcode	Visit type
1	10:00	14:30	270	Client G	NR31	Company Other

RPA-51 off-time

#	Start	End	Mins	Client	Postcode	Visit type
1	10:00	14:30	270	Client G	NR31	Company Other

RPA-62 visits

#	Start	End	Mins	Client	Postcode	Visit type
1	10:30	12:30	120	Client H	NR26	Dentists with intra oral and panoramic, Pan/Ceph only
2	14:00	16:00	120	Client J	NR13	Dentists with intra oral and panoramic, Pan/Ceph only

RPA-71 off-time

#	Start	End	Mins	Client	Postcode	Visit type
1	11:00	15:00	240	Client I	LE14	Company Other

RPA-82 visits · 1 off-time

#	Start	End	Mins	Client	Postcode	Visit type
1	11:30	14:00	150	Client C	KT17	KIN 3 years
2	14:30	17:00	150	Client D	KT6	KIN 3 years
3	17:00	23:55	415	Client A	no postcode	Hotel

RPA-91 visit · 1 off-time

#	Start	End	Mins	Client	Postcode	Visit type
1	12:00	16:00	240	Client E	TW18	KIN 3 years
2	17:00	23:55	415	Client A	no postcode	Hotel

Unassigned (optimiser will fill these)3 visits · 1 off-time

#	Start	End	Mins	Client	Postcode	Visit type
1	00:00	01:00	60	Client C	KT17	Radiation Protection File
2	00:00	01:00	60	Client D	KT6	Radiation Protection File
3	00:00	01:00	60	Client E	TW18	Radiation Protection File
4	09:00	17:00	480	Client F	no postcode	Conference

Thursday 7 May

5 RPAs active · 19 stops

RPA-21 visit

#	Start	End	Mins	Client	Postcode	Visit type
1	10:30	13:00	150	Client Q	NR6	Dentists with Hand Held

RPA-42 visits

#	Start	End	Mins	Client	Postcode	Visit type
1	10:30	12:30	120	Client R	PE7	Company Xray
2	14:00	16:00	120	Client M	CB8	KIN 3 years

RPA-63 visits

#	Start	End	Mins	Client	Postcode	Visit type
1	09:00	11:00	120	Client P	NR5	Dentists with intra oral and panoramic, Pan/Ceph only
2	12:30	14:30	120	Client S	NR10	Dentists with intra oral and panoramic, Pan/Ceph only
3	15:00	17:00	120	Client U	IP22	SGA3 - IO/Pan only

RPA-82 visits

#	Start	End	Mins	Client	Postcode	Visit type
1	08:30	12:00	210	Client L	KT3	IVC 3 Years
2	13:30	14:30	60	Client T	UB6	Vets Xray only (Every other year)

RPA-93 visits · 1 off-time

#	Start	End	Mins	Client	Postcode	Visit type
1	08:30	10:30	120	Client O	TW13	KIN 3 years
2	11:00	13:00	120	Client N	TW12	KIN 3 years
3	15:00	17:00	120	Client K	TW16	KIN 3 years
4	17:00	23:55	415	Client A	no postcode	Hotel

Unassigned (optimiser will fill these)6 visits · 1 off-time

#	Start	End	Mins	Client	Postcode	Visit type
1	00:00	01:00	60	Client K	TW16	Radiation Protection File
2	00:00	02:00	120	Client L	KT3	Local Rules & RRA -Priority
3	00:00	01:00	60	Client M	CB8	Radiation Protection File
4	00:00	02:00	120	Client N	TW12	Radiation Protection File
5	00:00	02:00	120	Client L	KT3	Radiation Protection File
6	08:30	10:30	120	Client O	TW13	Radiation Protection File
7	09:00	17:00	480	Client F	no postcode	Conference

Friday 8 May

3 RPAs active · 6 stops

RPA-41 visit

#	Start	End	Mins	Client	Postcode	Visit type
1	10:30	13:30	180	Client X	IP33	Company XRF

RPA-62 visits

#	Start	End	Mins	Client	Postcode	Visit type
1	10:00	13:00	180	Client W	NR15	Dentists with CBCT
2	13:30	16:30	180	Client Y	NR3	Dentists with CBCT

RPA-91 visit

#	Start	End	Mins	Client	Postcode	Visit type
1	08:30	10:30	120	Client V	KT15	KIN 3 years

Unassigned (optimiser will fill these)1 visit · 1 off-time

#	Start	End	Mins	Client	Postcode	Visit type
1	00:00	01:00	60	Client V	KT15	Radiation Protection File
2	09:00	17:00	480	Client F	no postcode	Conference

Postcode coverage

Outward codes hit across the week. The optimiser clusters stops by postcode area to keep travel time down.

KT33 CB82 KT152 KT172 KT62 NR172 NR312 TW122 TW132 TW162 TW182 IP221 IP331 LE141 NR101 NR131 NR151 NR261 NR31 NR51 NR61 PE71 UB61

About this preview

What you are looking at: the Light tier output for the week of 4 May 2026, generated from live SwiftTrack data and then anonymised for sharing.
Anonymisation rules: client names → Client A/B/C, RPA names → RPA-1/2/3, postcodes → outward code only (e.g. NR17, never the full NR17 1AB).
What the Light tier does: reads next week’s appointments, drops Hotel/Holiday/Course/Conference rows from the visit list, clusters the rest by RPA-home and postcode area, sequences each RPA’s day with greedy nearest-neighbour TSP, and intersects each visit with the RPA’s equipment-type sign-off matrix.
Off-time rows are kept visible (Hotel / Holiday / Conference) so you can see how the optimiser will treat them as RPA-availability blockers rather than as visits.
Unassigned visits are appointments that came out of CRM with no RPA attached — the optimiser fills these. 73 of the next 6 weeks’ 237 appointments fall in this bucket today.
Equipment-skill matrix: implemented as a per-RPA YAML lookup, applied as a final pass before the schedule is emitted. A visit needing equipment a candidate RPA isn’t signed off on falls through to the next RPA in the cluster.