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 or .xlsx format 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. |