Dispatch Basics

Owned by Aliena Somers
Last updated: Oct 25, 2022
3 min read
1 Color Coding | 2 Field Descriptions | 3 Grid View Options | 4 Additional Tools and Features

Pathway: Operations > Dispatch

Click Image to Play Overview Video

Color Coding

Color coding provides dispatchers a quick assessment of a route’s current status.

  • Green = Completed

  • Yellow = In-Progress

  • White = Scheduled and has not started

Field Descriptions

Filtering options are available to limit the routes that display based on the selected filter parameters.

  • From/To: Creates a date range to filter routes by the scheduled day of work.

  • Division: The location or region routes are assigned.

  • Line of Business: Indicates the Line of Business to filter route results on.

Field

Description

Route Details

Route

Displays the route ID. Click on the route ID to view a route calendar.

To edit a route, double-click within the row and the Route Record editor will display.

Select the Clock icon to the left of a route ID to view a map tracking the status of where the driver is at in their route.

Truck

Displays the ID for the truck assigned to the route. Select the truck ID to view a calendar for the truck.

Driver

Displays the name of driver of the on the route. Select the driver’s name to view their calendar.

Pre Trip

Indicates what time the driver completed their pre-trip inspection of the truck. After a driver has completed the pre-trip inspection the route will display in yellow indicating it is in-progress.

Post Trip

Indicates what time the driver completed their post trip truck inspection.

After a driver has finished their route and has completed the Post Trip the row for the route will display green.

Optimized

Third party system used to optimize route efficiency.

Scheduled

Indicates how many stops are scheduled on the route for that day.

Select the Scheduled value for the route to display the Services List to view the locations.

Serviced

Indicates how many of the scheduled stops have been serviced/completed.

Select this field to display the Services List and view the serviced locations.

Pending

Indicates how many of the scheduled stops have not been serviced and are still in-progress.

Select the Pending value for the route to display the Services List and view the pending locations. Follow your companies end of day procedures for pending locations that were unable to be serviced.

Exceptions

Displays a percentage of routes that were not serviced. This may include reasons such as vacation holds, credit holds, missed pickups, locations being blocked off, and etc.

Select the percentage value to view the details of the exceptions including any photos and notes. Additional charges may be added here as well.

 

Grid View Options

By default, the Dispatch screen displays in Standard view. Using the grid view drop down, choose among a variety of viewing options to display the Dispatch tool in.

Dispatch Screen - Grid View Options

Additional Tools and Features

Additional tools and features are available below the filter options in Dispatch.

  • Map - Displays selected routes on an interactive map to assist in route editing.

  • Route Sheet Template and Print - Option to print selected routes using one of the available templates.

  • Route Optimization - Option to use a third party system to optimize route efficiency.

  • Send Email Notification - Option to send a notification to all service locations on a route for reasons such as route displays.

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