Assign Trucks and Drivers

Pathway: Operations > Dispatch


When the Dispatch screen displays, routes without a designated driver display at the top of the list. This screen allows for the editing of truck and driver assignments; however, truck/driver re-assignment changes should NEVER be made once a driver has started their route.

If a driver started a route but cannot complete it, reassign the service records to a different route. Avoid assigning a new truck and driver to a route that is already underway.

Permissions

The following permissions are required to assign trucks, drivers and helpers to a route. 


Permission IDPermission Name
88    Dispatch


Add and Update Truck, Driver and Helper Assignments

  1. Load the Dispatch screen using the available filters.
    • By default, the Dispatch tool displays in the Standard grid view. For purposes of assigning and reassigning trucks and drivers, continue to use this view.
  2. Double-click within the row of a route (not the route name/ID) to display the Edit Route Record pop up.
    • Note: Clicking on the route Name/ID will display a calendar.
  3. To assign or change the truck assignment, select a Truck from the drop down list. If the truck should be the default truck for the route, select the "Set as Default" check box.
  4. To assign or change a driver assignment, select a Driver from the drop down list. If the driver should be the default driver for the route, select the "Set as Default" check box.
  5. To assign or change a helper assignment, select a Helper from the drop down list. If the helper should be the default driver for the route, select the "Set as Default" check box.
  6. Select Save and continue for each route until all routes are assigned a truck and driver.