Routes can be assigned on different levels in various ways, with no method being better than the other - your way is the best! This page will present a few methods we know work.
This article covers the following:
1. What to assign
In the platform, a total of four elements can be assigned directly to a route:
- Driver
- Vehicle
- Executor
- Team
These elements you can assign may have a little in common, but how you assign them to a route is similar.
2. Route overview
The first and most helpful approach is assigning elements from the route overview.
In the route overview, the filters determine what routes you can see, and the columns from the column list decide which information related to the routes you will see. Choosing Driver, Vehicle, Executer, and Team from the column list will enable you to assign directly from the overview, by choosing e.g., ‘Assign driver’ on a route.
The advantages of this approach are a great overview of routes worked on and the possibility to tailor the view. You can filter routes based on tags, dates, and more relevant information, showing you exactly what and not to assign.
3. Route details
When you have opened a specific route, you can assign or reassign elements to the route in the route details. This approach is straightforward and precise but may need to be faster if many routes are to be assigned, as you can only work at one route at a time.
Click ‘Assign’ in the top right corner of a route to open the assign menu. You may choose the element you want to assign the route. Choosing any will open a pop-up window on the screen’s right side where either possibility is shown or searchable.
4. Auto Contractor rules
The last approach is only regarding executors of routes and is the only way of assigning anything to routes in bulk.
You can go to the Routes menu and open the sub-menu Auto contractor assignment page. This function will use a geographical input to assign executors of routes with starting locations within the map’s drawn area. You may use tags to modify the rule further, setting up the functions as tailored as possible.
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