Auto-assign lists the drivers in the order of their travel time to a pickup, with the reason when a driver cannot take the job. You can then give the job to the first driver, or to another driver with a reason. The same page holds the skills dispatch looks for and a check of the documents that block an assignment.
Before you start #
You need the dispatcher, advisor, manager or owner role. Drivers need a position from the driver app to be ranked. Add skills first if some jobs need one, such as a winch-out.
Steps #
- Choose Auto-assign and skills in the menu.
- Under Rank the drivers for a job, choose a job, or enter a latitude and longitude. A job uses its pickup pin.
- Add the skills the job needs, separated by commas, and a truck type if it matters, for example flatbed.
- Choose Rank the drivers. The table lists each driver with the minutes and distance to the pickup. Drivers who cannot take the job show the reasons: off shift, already on a job, a missing skill, another truck type, an expired document or no position.
- The line under the table names the driver chosen, the nearest one on shift.
- To assign the job, choose Assign the job. To use another driver, pick the driver and type why. The reason is saved with the decision.
- Under Driver skills, add a skill for a driver with Add a skill and remove one with Remove. Skills are matched without regard to capital letters.
- Under Document check, choose a driver and Check documents. The answer says whether a document has expired, which blocks an assignment, and lists the documents due within 30 days.
Technical details
- Routes:
POST /dispatch/auto-assign(sendapply: truewith ajob_idto assign),GET /dispatch/expiry?person_id=&asset_id=,GET/POST /dispatch/skillsandDELETE /dispatch/skills/:id. All need the Tow group of roles. - Ranking order: drivers who can take the job first, then the shortest travel time, then the lower driver id. Travel time follows stored roads when there are any, and a straight line otherwise.
- Blocking documents are the driver licence, medical card, registration, insurance and inspection. Documents due within 30 days only add a note.
- A skill holds up to 40 characters and can be added once for each person.
If something goes wrong #
- "Give a point or a job with a pickup pin": choose a job or enter a latitude and longitude.
- "That job has no pickup pin": the call has no map position. Enter the point by hand.
- "No unit is free to take this job": every driver is off shift, busy or missing a need. Read the reasons in the table.
- "Name why this unit is chosen ahead of the nearest": type a reason when you pick another driver.
- "That skill is already on this person": it is recorded, so nothing more is needed.