Assignment Dashboard – Edit And Assign Routes To Users And Vehicles

Your Assignment Dashboard is a centralized hub designed to streamline how you manage routes and Field Team members. It allows you to easily view and assign routes to Drivers and Vehicles for more efficient route planning. This guide will walk you through the features of the Assignment Dashboard, helping you understand how to assign routes, view User and Vehicle assignments, and make necessary modifications. By following this guide, you can optimize your route management process and enhance overall operational efficiency.

Open Your Assignment Dashboard – View Routes Assigned To Users And Vehicles

To open your Assignment Dashboard, go to “Development” in the Navigation Menu, then click “Assignment“.

In the left-hand column of your dashboard, you will see a list of all your Users. Next to each User you will see the planned routes that have been assigned to them. All planned routes are slotted into the calendar by date. If more than one route is planned for a given date, the routes will appear in chronological order.

Open Your Assignment Dashboard

You can also see which Vehicles have been assigned to routes. To do this, click the “Vehicles” button at the top of the dashboard. All of your vehicles will appear in the left-hand column. Next to each vehicle, you can see the routes that have been assigned to them.

NOTE: Learn more about assigning vehicles to routes.

Whenever new Vehicles or Users are added to your Route4Me account, they will automatically appear in the Assignment Dashboard. However, for new Users, you will see only those specifically assigned to you. NOTE: Learn more about user types and account-level permissions.

To expedite a search, you can filter by date range the User and Vehicle information displayed in your calendar. You can also use the search engine at the top of the dashboard to look for a specific User or Vehicle.

For a more detailed view of a route, right click it to open a Snapshot containing associated data. NOTE: Learn more about route Snapshots.

Assign Routes From Your Assignment Dashboard – Assign To Users And Vehicles

From the Users screen, at the bottom of the User List, you will find an “Assigned to me” section. Next to it are routes you have not assigned to Drivers or Field Team Members. To assign a route to someone else, simply drag and drop it into a User’s schedule.

Similarly, you can reassign any route by dragging and dropping it to a different user. The system will automatically update the change.

NOTE: Learn more about assigning Users to routes.

On the Vehicles page, you’ll find “Unassigned” at the bottom of the Vehicle List. Next to it are routes you have not assigned to a Vehicle. To assign a route, drag and drop it next to a Vehicle’s schedule.

Similarly, you can reassign a route to a different Vehicle by dragging and dropping it as needed.

Modify Routes From Your Assignment Dashboard – Edit Assigned And Unassigned Routes

You can easily make modifications to routes. Just right-click the Three-dot Icon that appears next to a route name. From the pop-up menu, you can make edits and perform a variety of other actions. See the table below for a detailed explanation of each action.

NOTE: For convenience, you can also plan new routes from your Assignment dashboard. Click “Plan New Route” to be redirected to your Route Planner.