Assignment Board – Edit And Assign Routes To Users And Vehicles
Your Assignment Dashboard is a centralized hub that streamlines how you manage routes and Field Team members, simplifying how you view and assign routes to Drivers and Vehicles for more efficient planning. This guide walks you through the Assignment Dashboard’s main features, showing you how to assign routes, view User and Vehicle assignments, and make modifications. By following this guide, you can optimize your route management process and enhance overall operational efficiency.
Table of Contents
Assignment Dashboard Overview – See Routes Assigned To Users And Vehicles
The Assignment Dashboard displays planned and scheduled routes, sorted by scheduled start date and time, and assigned entity (User, Vehicle, and Facility). The current date is automatically highlighted, helping you prioritize dispatch based on schedule.
The left-most column lists all Users. Next to each User, their assigned routes appear in chronological order, with earlier scheduled routes listed above later ones.
Open Your Assignment Dashboard
To see routes assigned to your Fleet Vehicles, click the “Vehicles” button at the top of the dashboard. Your Vehicles will appear in the left-hand column, with their assigned routes sorted by date, just like in the “Users” section.
NOTE: Learn more about assigning vehicles to routes.
When new Vehicles, Users, or Facilities are added to your Route4Me account, they’ll automatically appear in the Assignment Dashboard. In the case of Users, only those linked to your position in the User Hierarchy will be shown.
NOTE: Learn more about User Types and Account-Level Permissions.
Customize Assignment Dashboard – Use Date Range, Filters And Grouping Settings
The Assignment Dashboard makes it easy to find information relevant to your needs. To filter routes by their scheduled date, click “Date Range“, select a time frame (up to seven days), and click “Apply“.
For convenience, the current date is always highlighted if it’s within the selected date range.
Use custom filters to display only Users, Vehicle, and Facilities with specific characteristics. Just click “Filters” and enable your preferred settings.
You can also group Users and Vehicles using the “Group by” button. To locate specific Users, Vehicles, or Facilities, type their names into the search bar at the top left. All supported filter and grouping options are listed in the table below.
Option | Description | |
---|---|---|
Filters – Users | ||
Role | Respective User Type, i.e. Administrator, Regional Manager, Route Planner, Dispatcher, Driver, Analyst, Sorter, or Customer Support. Each User Type has a specific set of default account-level permissions. Learn more about Route4Me’s User Types Hierarchy and Customizing User Account-Level Permissions. | |
Last Login Device | The device that was last used by a User to log in to their Route4Me account. | |
Logins | The total number of times a User has logged in to their Route4Me account. | |
Country | The nation a User is associated with and operates in. | |
Reporting To | The direct manager or supervisor the User reports to within the team hierarchy and is a sub-User of. | |
Hourly Rate | The cost or pay rate assigned to the user. | |
Driving Rate | The cost or pay rate per mile or kilometer. | |
Service Time Rate per Hour | The amount of time allocated or charged for service at each stop. | |
Wait Time Rate per Hour | The cost or time allocated for delays or waiting periods at stops. | |
Optimization Profile | Default routing preferences and constraints applied to a User. | |
Filters – Vehicles | ||
Status | Current status of a Vehicle depending on whether it’s Active or not. | |
Default User | User associated with a Vehicle by default. | |
Model Year | Year a Vehicle’s design or variant was first manufactured. | |
Model | Specific Vehicle design or model. | |
Country | Nation where a Vehicle is registered. | |
Make | Brand or manufacturer of a Vehicle. | |
State | State where a Vehicle is registered. | |
Is Operational | Indicates if a Vehicle is currently operational and available for use. | |
Attributes | Custom Vehicle Attributes used for Driver Skill and Vehicle Attributes destination matching and route planning. | |
Vehicle Profile | Vehicle’s dimensions and usage settings, as well as any specialized regulations or restrictions associated with the vehicle. | |
Capacity Profile | Vehicle’s maximum load capacity in weight, volume, and number of pieces. | |
Telematics Connection | Filter vehicles on your account according to the Telematics Connection they’re imported from. | |
Filters – Facilities | ||
Status | Current status of a Facility depending on whether it’s Active or Archived. | |
Type | Specific type of Facility, i.e. Depot, Warehouse, Fulfillment Center, etc. | |
Group by – Users | ||
Country | The nation Users are associated with and operate in. | |
Optimization Profile | Default routing preferences and constraints applied to Users. | |
Group by – Vehicles | ||
Status | Current status of Vehicles depending on whether they’re Active or not. | |
Default User | User associated with Vehicles by default. | |
Make | Brand or manufacturer of Vehicles. | |
Model | Specific Vehicle design or model. | |
Model Year | Year a Vehicle design or variant was first manufactured. | |
State | State where Vehicles are registered. | |
Country | Nation where Vehicles are registered. | |
Facilities | Account Facilities associated with Vehicles. |
Assign Routes To Users And Vehicles From Your Assignment Dashboard
Along the bottom of the Assignment Dashboard, the “Unassigned” section displays routes that haven’t been assigned. To assign or reassign a route, simply drag and drop it to the desired User, Vehicle, or Facility.
You can also click a position on the dashboard and enter the route name to assign it without dragging. Whether you drag and drop or click, all associated parameters update automatically, no further action required on your end.
NOTE: Learn more about assigning Users to routes.
Manage And Edit Routes From Your Assignment Dashboard
You can easily modify routes from the Assignment Dashboard by right-clicking the Three-dot Icon next to a route. A menu will appear with editing options and other actions. See the table below for a full list.
NOTE: You can plan new routes directly from the dashboard by clicking the “New Route” button.
Action | Description |
---|---|
Open Route | Open a Route Snapshot where you’ll find data and detailed analytics related to the route. |
Edit Route | Open the route in your Route Editor where you can make modifications, track users and vehicles on routes, etc. |
Rename | Give the route a new name. |
Assign User | Select from a dropdown menu a User that you wish to assign to the route. |
Assign Vehicle | Select from a dropdown menu a Vehicle that you wish to assign to the route. |
Reschedule | Change the route’s start date and time. Changes will instantly be synched on the Assignment Dashboard. |
Dispatch | Dispatch the route. This will send an automatic notification alert to everyone on the route. |
Export Routes | Export a spreadsheet with comprehensive route data. Learn more about exporting routes. |
Delete Route | Permanently remove the route from your account. |
Visit Route4Me's Marketplace to Check out Associated Modules:
- Operations
Audit Logging and Activity Stream
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Custom Data Add-On
- Operations
Advanced Team Management Add-On
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