Common Tasks

The following topics describe common tasks that you are likely to perform on a regular basis:

Specifying Columns - Select which columns of information appear in lists.
Sorting Lists - Sort lists of information in ascending or descending order.
Filtering Jobs and Routes - Filter jobs and routes based on string queries.
Filtering Recurring Jobs - Filter recurring jobs based on string queries.
Grouping Routes by Driver - Group the routes shown in the routes list by their driver, and view routes for up to seven consecutive days.
Viewing Routes on the Map - Draw a route highlight (a graphical representation of actual turn-by-turn street directions) on the map.
Viewing Jobs on the Map - Zoom the map to a job location.
Changing the Map Style - Changing the appearance of the map, and viewing satellite imagery.
Viewing All Unassigned Jobs - Filter the Jobs List so it displays only jobs that have not yet been assigned to a route.
Sorting Jobs by Route Order - Filter the Jobs List to display jobs in their scheduled route order.
Evaluating Route and Job Warnings - Identify job and route warnings, and find more information about them.
Importing Jobs and Routes - Import jobs or routes using CSV-format text files.
Configuring Route and Job Warnings - Specify which exceptions are treated as critical violations, and which non-critical.
Configuring Real-Time Job Warnings - Specify which types of real-time job alerts are treated as critical or non-critical, how they are shown in the user interface, and which are hidden.
Managing Vehicle Loads - Define capacity metrics and specify the capacity of each vehicle so loads are optimized across the vehicles in your fleet.
Configuring Custom Job Properties - Specify custom properties that are allowed for all jobs.
Viewing the User Action History Panel - View past route and job updates, who carried them out and when, in a combined History panel.
Viewing the Violations Panel - View all violations for a given day, and the times and routes they relate to.
Viewing the Job and Route History - View past job and route updates, who carried them out and when, in separate History lists for either jobs or routes.
Configuring Dispatch Preferences - Specify how Dispatch behaves when first opened; and what route and job actions require either permission to commence, or a confirmation message once completed.
Using Hours of Service Rules - Specify whether Dispatch uses Hours of Service federal regulations and, if so, which ruleset to follow, how to specify maximum driving hours, and violations that can be shown when HOS rules are broken.