Pathway: Operations > Dispatch
Reassign the route for service record(s) individually or in bulk using the tools available in the Services List screen accessed through Dispatch.
The processes outlined here assumes a route is already in-progress. If the route has not been started consider reassigning a new truck/driver to the route.
Assign a Service Record to a New Route
In the event service records need to be assigned to a new route, select the value displayed in the route's Pending column, this will open the Services List screen. Stops listed here can be re-assigned individually, or as a group.
Route edits made here are one-time changes, and the service location will return to the same route for its next scheduled servicing.
Individually Re-Assign Stops
Individually reassign a new route to a stop from the Services List screen using the following process:
- Click on the Route ID for the service location.
- Select the new Route from the drop down list that displays.
- Click away and the system will auto-save the change.
Multi-assign Stops to a Route
If several stops require assignment to a new route, and the route assignment is the same for all stops, you can follow the mass assignment process outlined here:
- Select the box for each location you would like to edit. If this applies to all locations, a check all box is available in the header row.
- Select the Edit button to display the Edit Service Record(s) popup editor.
- Select the Route you would like to reassign the locations to.
- Enter a Scheduled Date for when the locations will be placed on the route's schedule for servicing.
- Select Save from the Edit Service Record(s) popup and close the Services List screen.
