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.

The Assignment Dashboard centralizes route and team management, enabling efficient route assignments and modifications for improved operational efficiency.

 

 

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

The Assignment Dashboard shows a list of users and their assigned routes, organized by date in a calendar view.

 

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.

On the Assignment Dashboard, click the 'Vehicles' button to display a list of vehicles and their assigned 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.

The Assignment Dashboard automatically updates to display new routes, vehicles, and team members.

 

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.

Finding the information relevant to your needs is easy with the Assignment Dashboard. Simply click the 'Date Range' button and select a time frame for scheduled routes.

 

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.

Use filters on the Assignment Dashboard to quickly and easily find the routes, users, and vehicles you need.

OptionDescription
Filters – Users
RoleRespective 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 DeviceThe device that was last used by a User to log in to their Route4Me account.
LoginsThe total number of times a User has logged in to their Route4Me account.
CountryThe nation a User is associated with and operates in.
Reporting ToThe direct manager or supervisor the User reports to within the team hierarchy and is a sub-User of.
Hourly RateThe cost or pay rate assigned to the user.
Driving RateThe cost or pay rate per mile or kilometer.
Service Time Rate per HourThe amount of time allocated or charged for service at each stop.
Wait Time Rate per HourThe cost or time allocated for delays or waiting periods at stops.
Optimization ProfileDefault routing preferences and constraints applied to a User.
Filters – Vehicles
StatusCurrent status of a Vehicle depending on whether it’s Active or not.
Default UserUser associated with a Vehicle by default.
Model YearYear a Vehicle’s design or variant was first manufactured.
ModelSpecific Vehicle design or model.
CountryNation where a Vehicle is registered.
MakeBrand or manufacturer of a Vehicle.
StateState where a Vehicle is registered.
Is OperationalIndicates if a Vehicle is currently operational and available for use.
AttributesCustom Vehicle Attributes used for Driver Skill and Vehicle Attributes destination matching and route planning.
Vehicle ProfileVehicle’s dimensions and usage settings, as well as any specialized regulations or restrictions associated with the vehicle.
Capacity ProfileVehicle’s maximum load capacity in weight, volume, and number of pieces.
Telematics ConnectionFilter vehicles on your account according to the Telematics Connection they’re imported from.
Filters – Facilities
StatusCurrent status of a Facility depending on whether it’s Active or Archived.
TypeSpecific type of Facility, i.e. Depot, Warehouse, Fulfillment Center, etc.
Group by – Users
CountryThe nation Users are associated with and operate in.
Optimization ProfileDefault routing preferences and constraints applied to Users.
Group by – Vehicles
StatusCurrent status of Vehicles depending on whether they’re Active or not.
Default UserUser associated with Vehicles by default.
MakeBrand or manufacturer of Vehicles.
ModelSpecific Vehicle design or model.
Model YearYear a Vehicle design or variant was first manufactured.
StateState where Vehicles are registered.
CountryNation where Vehicles are registered.
FacilitiesAccount 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.

Unassigned routes can be dragged and dropped into a user's schedule for assignment.

 

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.

Edit routes and perform various actions when you click the Three-dot Icon next to a route name.

ActionDescription
Open RouteOpen a Route Snapshot where you’ll find data and detailed analytics related to the route.
Edit RouteOpen the route in your Route Editor where you can make modifications, track users and vehicles on routes, etc.
RenameGive the route a new name.
Assign UserSelect from a dropdown menu a User that you wish to assign to the route.
Assign VehicleSelect from a dropdown menu a Vehicle that you wish to assign to the route.
RescheduleChange the route’s start date and time. Changes will instantly be synched on the Assignment Dashboard.
DispatchDispatch the route. This will send an automatic notification alert to everyone on the route.
Export RoutesExport a spreadsheet with comprehensive route data. Learn more about exporting routes.
Delete RoutePermanently remove the route from your account.

 

 

Last Updated:

About author: Daniel Archer

With a background in pedagogy and writing instruction, Daniel is a former tenured English Instructor who, after nearly 20 years of teaching, transitioned into content strategy and leading writing teams for global brands. Now, as Technical Documentation Manager at Route4Me, he translates complex logistics technology into clear, accessible content that empowers users.

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About Route4Me

Route4Me has over 40,000 customers globally. Route4Me's Android and iPhone mobile apps have been downloaded over 2 million times since 2009. Extremely easy-to-use, Route4Me's apps create optimized routes, synchronize routes to mobile devices, enable communication with drivers and customers, offer turn-by-turn directions, delivery confirmation, and more. Behind the scenes, Route4Me's operational optimization platform combines high-performance algorithms with data science, machine learning, and big data to plan, optimize, and analyze routes of almost any size in real-time.