Simple Steps to create ordered job list dispatch route
Dispatch Route allows you to create an ordered list of Jobs that can be edited, organized, color-coded and annotated as a group and then easily assigned and dispatched to your workers.
Creating a route
There are several ways in creating a Route that is designed to fit into your usual workflow. This is similar to creating a job in the previous post.
1. Click the “+Route” on the Dispatch panel.
2. Right-click the map in the location that you want to begin the Route and select “Start new Route (here)”.
3. Right click the POI that you wish to begin the Route from and select “Start new Route (here)”.
4. Combining jobs, drag a Job from the Dispatch Panel and drop it onto another Job in the Dispatch Panel. This will combine the two Jobs into a new, unsaved Route.
All the above options will bring up the Create Route window where you can add and edit the details for the Job Route as shown below.
1. Enter the Route Name.
2. Notes field contains information about the job. This information is sent out to workers when a job is dispatched.
3. Colour will appear inside the Route and also change the appearance of its entry in the Dispatch Panel and Job List. Use color to let you categorize your Route types and allow operators to see at a glance which types of Jobs a route contains.
4. There are various ways to add Jobs to an open Route.
Search for a Location – start typing in the Job location search box and GpsGate will search for locations matching your search term. Clicking a suggestion will add a Job to the Route at that location.
Right-click the map in the location that you want to add to the Route and select “Add Step To Current Route”.
Right click the POI that you wish to add to the Route and select “Add POI To Current Route”.
Dragging Jobs, drag already existing Jobs from the Dispatch Panel and drop them into the Jobs section of the open Route to add them to the Route. These Jobs will be added when the Route is saved. Only Jobs that are not assigned to a worker or are assigned to the same worker as the open Route will be eligible to be added to the Route. Likewise, you can drag a Job into a Route in the Dispatch Panel itself to open the Route for editing with the Job added to it. Click save to combine the Job into the Route.
User Tips: it is possible to re-arrange the Jobs by pointing the mouse cursor on the icon as shown below and left click and hold then drag and drop to change the arrangement then Save the Route.
5. Assigning a Route to the worker, to assign a Route to a worker use the “Add Worker” search box to find the correct worker and click to add them to the worker field. If you want to change the worker you can click the cross next to them to remove and repeat the process.
6. Click Save.
If you have saved the Route and wish to dispatch it, go to Dispatch panel and right click on the job the click Edit route. You can click the “Dispatch” button that appears in the “State” row of the Route.
Editing a Route
There are various ways to edit an existing Route. Opening a Route for editing will allow you to change details, add or remove jobs, change the assigned worker and dispatch the Route.
1. Dispatch Panel, right click the Route you would like to edit in the Dispatch Panel and select “Edit Route”.
2. Marker on the map, right click any map marker contained within a Route and select “Edit Route”. This will open the Route that the map marker is contained within for editing.
3. Job List, while viewing the Job List for a worker, right click any job contained within a Route and select “Edit” to open the associated Route for editing. Read more about Job Lists in this post.
Removing the Route
To delete a Route and its contained Jobs you must first open the Route for editing using one of the methods described above and then click the “Delete” button in the bottom right-hand corner. You will be prompted to confirm your deletion of the Route. Consider carefully whether or not your want to delete the Route or simply edit it. Deleting is an irreversible process and will delete all the Jobs that are contained in the Route as well.
There are several important things to be aware of when using the Routes feature.
- Routes must contain a name and 2 or more Jobs to be saved. If you cannot save your Route, check that you fulfill all the criteria to create one. Standalone Jobs can still be created and managed in the usual way.
- Routes can only be assigned to one worker. If you are trying to drag Jobs that have a different worker assigned, the Dispatch Panel will not allow you to add them. Remove the worker from the Job, or alter the worker assigned to the Route.
- When deployed to a device, Routes are deployed as a list of Jobs. Routes are a feature designed to help operators in GpsGate deploy and many many Jobs at once.