The Dispatch screen serves as an operational interface facilitating the communication of route information between Navusoft and the NavuNav mobile application. Some of the features of this screen include: route status monitoring and driver timeline tracking, assess route productivity and apply routing changes.
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Field Descriptions
The Dispatch screen is comprised of two sections: the header section and the grid view section. Header fields are common across all grid views and are defined here. Grid view fields can change based on the Grid View selected.
Field
Description
Filters
From/To
A date range to filter routes by the scheduled day of work. By default it is loaded with today's date.
Division
The location or region routes are assigned. Select one or more to filter the route list. The division(s) assigned to a user in their user account will determine which divisions they can access in this filter.
Route Primary Line of Business
The primary Line of Business assigned to a route. Select one or more lines of business to filter the route list.
Yard
The yard assigned to a route. Select one or more yards to filter the route list from a single or a limited number of yards.
Dispatch Screen Filter [icon]
Allows user to customize what is displayed on the dispatch screen when they log in.
Options
Grid View Selection
Select which columns and data is to be displayed in the Grid View.
Select Route Sheet
If utilizing the Print option, select which format to use for the route sheet. SeePrint Route Sheetsfor more information.
Quick Actions [buttons]
Described below in the Quick Actions section below.
Grid View Fields
Detailed descriptions for each specific grid view can be found in the Dispatch Views article.
Grid Views
Grid Views are the different ways to view data. By default, the Dispatch screen displays in Standard view. Using the Grid View drop down, choose a different grid view depending on the task and data needed.
For a full breakdown of field descriptions and grid views, see the Dispatch Views article.
Dispatch Tools
The Dispatch screen includes several tools designed to help dispatchers efficiently manage single or multiple routes, print route sheets, improve route efficiency, and send notifications to site contacts for events such as service delays.
The tools shown here are available in the header via quick buttons and at the row (route) level using right-click functionality.
Dispatch Tools (header)
There are 4 quick buttons that also correspond to row level actions.
Map Selected Routes - select to open the Route Dispatch Map for one or more selected routes. This is the same as the row level Display on Map action.
Print Route (using the selected route sheet in the drop down) - create route sheets in pdf format. To learn more, see Print Route Sheets.
Optimized Selected Routes - select to open the Start Route Optimization tool for one or more routes. This is the same as the row level Optimize Routes action.
Email Notification - select to open the Route Notification tool for one or more routes.This is the same as the row level Send Route Notification action.
Dispatch Tools (right-click drop down)
Quick actions for dispatch are also provided at the route level by right clicking on the route's row. If multiple rows are selected, then these actions are performed for each route.
Display on Map
Right-click any row and select Display on Map to visualize the route.
Send Route Notification
Use this option to mass send email and text notifications (such as route changes or delays) to all locations on a route.
Notifications are sent based on the contact’s Service Notification Method preference.
Notification Templates are used to pre-fill content and speed up the sending process.
Right click on a row and select an option from the Change Status menu to manually override the selected route’s current status.
Optimize Routes
Right-click on a route and select Optimize Routes to balance and reorganize stops among routes to enhance operational efficiency. For details about this process, see Route Optimization.
Route Operations
There are several tools provided within the Dispatch screen to help dispatchers manage routes and drivers to help with day-to-day operations. This interface is designed for high-speed interaction, allowing dispatchers to pivot from high-level monitoring to a granular detail with a single click.
Manage routes more effectively using the built-in dashboard tools and visual indicators.:
At-a-Glance Route Monitoring
At-a-glance route monitoring ensures that dispatchers can diagnose the health of routes at a single glance, rather than digging through complex data tables.
Color Coding
Color codingeach row provides dispatchers a quick assessment of a route’s current status.
Green = Completed, driver has serviced (or marked those they couldn't with an exception) all stops.
Yellow = In-Progress, driver has logged in their tablet, with route started
White = Scheduled, driver has not started their route or possibly the tablet is not working
Route Timeline
Clicking on the Route Timelineclock icon provides a deep dive into the route’s progression and serves as the primary hub for check-in and completion actions.
Health Status Indicator
The Health Status indicator is a color-coded "traffic light" system (Green, Orange, Red) which provides an immediate visual diagnostic of a route's performance. Health Status monitoring needs to be enabled in Setup > Operations > Route and further defined in Setup > Services > Line of Business > Optimization [tab] > Health Score Weights.
Alerts
If a driver capability issue exists (such as a driver being assigned to a route that does not align with their capability settings), a site address has not been geocoded (preventing Turn-by-Turn navigation in the driver app), or a site is marked as a VIP account, the system will display an alert to draw the dispatcher’s attention.
Driver Capability Alert
This alert is displayed next to the driver’s name and identifies the capability required to service the assigned route. The alert is informational only and does not prevent the driver from logging into their device or servicing the route. Additional information about Driver Capability can be reviewed here: Worker Availability and Capability.
Geocode Alert
This alert is displayed next to the Scheduled column count on the Dispatch screen and indicates if there are any sites on the route that have either not been geocoded (identified with a red exclamation icon) or may have an incorrect geocode (identified with a yellow check mark icon).
Sites that are incorrectly geocoded, or have not been geocoded, affect Turn-by-Turn navigation within the NavuNav Driver app. It is important to review and correct these locations to help ensure accurate routing and navigation for drivers.
No Route Assigned
If a work order is created without an assigned route, the service location will appear under the Line of Business for the division associated with that location. This should be reviewed daily to help prevent missed pickups or unassigned service work.
Orders created from the Customer Portal (if configured for the account class) will feed into the No Route Assigned.
Services List
The Services List provides a detailed view of the assigned stops for a route, categorized by the Work Status of each service record. To view specific records, click on any value within the Scheduled, Serviced, Pending, Do Not Service, and Exceptions columns the list will automatically filter to show only stops with a matching work status.
Status Columns
Scheduled: Displays all stops scheduled for a route regardless of work status.
Serviced: Displays only the stops that the driver has marked complete on a route.
Pending: Displays only the stops that have yet to be serviced on the route.
Do Not Service: Displays only the stops where the Work Status is 'Do Not Service' and includes a 'Do Not Service Reason.'
Exceptions: Displays only the stops where the driver has selected the Exception icon in NavuNav and provided an Exception Reason.
VIP Indicator
For sites marked as VIP in the Customer Service screen, a purple star icon is displayed next to the Site ID. This indicator also appears in the NavuNav Driver app and serves as a visual cue only.
Field Descriptions - Services List
The Services List screen is comprised of two sections: the header section and the grid view section. Header fields are common across all grid views and are defined here. Grid view fields will change based on the Grid View selected.
Field
Description
Header
Grid View Selection
Select which columns and data is to be displayed in the Grid View.
Select Route Sheet
If utilizing the Print option, select which format to use for the route sheet. SeePrint Route Sheetsfor more information.
Actions / Tools [buttons]
Described below in the Tools section below.
Grid View Fields
Explore each grid to view the different data displayed based on the grid selection.
Grid View - Services List
Grid Views are the different ways to view data. By default, the Services List screen displays in Dispatch view. Using the Grid View drop down, choose a different grid view depending on the task and data needed.
Explore each grid view to learn about the different way the work order (service) data is presented.
Tools - Services List
There are several tools provided within Services List to help dispatchers manage specific services for a given route quickly from the main screen.
These tools are provided in the header via quick buttons and at the row (route) level.
Services List Tools (header)
There are 3 quick buttons that also correspond to row level actions.
Print Selected Service Records (using the selected print format in the dropdown) - create work orders in pdf format
Map Selected Service Records - select to open the Route Dispatch Map for one or more selected work orders. This is the same as the row level Display on Map action.
Send Notification to Selected Service Records - select to open the Route Notification tool for one or more work orders.This is the same as the row level Send Route Notification action.
Services List Tools (row/route level)
Tools for the Services List are also provided at the row level by right clicking on a row (work-order). If multiple rows are selected, then these actions are performed for each work order.
NOTE: If you are selecting more than one site, you must right-click within the row of one of the selected sites to display the list of options. At the top of the list, a count of how many rows were selected is displayed.
Display on Map
Right-click any row and select Display on Map to visualize the service as it pertains to the site(s) selected.
Send Service Notification
Use this option to mass send email and text notifications (such as route changes or delays) to select locations on a route. Notifications will be delivered based on the contact's 'Service Notification Method' preference. For more details, see Route and Service Notifications.
Change Route
Right click any row and select the Change Route option to edit route information for the selected work order.
Change Scheduled Date
Right click on a row and select the Change Scheduled Date option to manually override the date the service is scheduled to be worked.
Change Status
Right click any row and select an option from the Change Route menu to manually override the route’s current Status.
Change Posting Status
Right click any row and select an option from the Change Route menu to manually override the route’s Posting Status.
Edit Route
Double click a row in the Dispatch screen to open the Edit Route Record for that route. This allows the Dispatch Operator to edit many fields relating to the route.
Edit Route Record Field Descriptions
Field
Description
Truck
Displays the name of the truck assigned to the route. Select the drop down to assign a different truck.
If "Set as Default" is selected, the truck that is selected will remain as the default for the route.
Driver
Displays the name of the driver assigned to the route. Select the drop down to assign a new driver. The color of text displayed signifies whether the driver is available (black) or not available (red).
If "Set as Default" is selected, the driver that is selected will remain as the default for the route.
Helper 1 and Helper 2
Displays the name of the helper assigned to the route. Select the drop down to assign a new helper.
If "Set as Default" is selected, the helper that is selected will remain as the default for the route.
Route Description
Option to add a description that will display in parenthesis after the Route ID.
Scheduled Start Time
Identifies the Scheduled Start Time for a route.
Expected End Time
Identifies the time the driver is expected to complete their route.
Status
The current status of the route and allows for dispatch operators to change.
Default Disposal Location
The disposal location for a route and is required for Manifest Processing.
Transporter
The transporter for a route and is required for Manifest Processing.
Start Yard
The Start Yard the truck leaves from at the start of the route.
End Yard
The End Yard the truck returns to at completion of a route.
Worker Calendar
The Worker Calendar displays the route assignments for a selected worker. To open the Worker Calendar, select the worker's name from the Dispatch screen - only workers assigned to a route are available for selection. Additional information about the Worker Calendar can be found here: Truck and Worker Calendars
Permissions
The following permission is required to view and use the Dispatch screen:
