The drivers form presents visualized working hours, projected assigned orders and trip durations for all drivers at the truck terminals in your company. Use this form to review and edit the drivers' schedule and workload, determine optimal workload distribution, keep track of unassigned orders, prevent schedule conflicts and idle time, and print POs for drivers.
You can use the keyboard to work with the form. For the list of keyboard shortcuts, see Keyboard Shortcuts for Dispatchers' Forms.
Interface Tour
List of drivers
Drivers are grouped by the truck terminals they are assigned to. Within a truck terminal, the drivers are listed alphabetically by theirs first names.
You can expand or hide the list drivers for a truck terminal. Additionally, in this list, you can view orders currently assigned to a driver and add or edit a shift for a driver.
| To... | Do the following: |
|---|---|
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Show or hide a list of drivers for a truck terminal |
Click the blue arrow to the left of the truck terminal's name. |
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To add or edit a shift for a driver |
A new shift appears in the main working area. If the driver already has a shift for this day, it is replaced with the new one. |
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To view orders assigned to a driver by location (and remove the assignment if necessary) |
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Filters by Truck Terminal
By default, the list of drivers contains all the truck terminals you are allowed to view according to your workplace settings. Apply filters by truck terminals to show only drivers from a specific truck terminal and temporarily take other terminals out of view.
You can show or hide truck terminal filters on the pane, so that you have a convenient set of filters at hand to apply or clear when you need it.
| To... | Do the following: |
|---|---|
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Show a truck terminal filter on the pane |
Click Terminals and select a truck terminal in the list. Terminals with checkmarks are already shown on the pane. |
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Hide a truck terminal filter on the pane |
Click the close icon on the filter. -or- Click Terminals and click the checked terminal in the list. |
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To apply or clear a truck terminal filter |
Click the filter on the pane. |
Time Scale
Time Scale consists of two rows:
- Upper row shows days.
- Lower row shows hours. Day and night hours (AM and PM) are visually distinguished.by color.
The total period available for viewing is 14 days starting from the present moment. When you open the Drivers form, the days closest to the opened order are visible on the page, but you can browse through the whole period.
You can magnify and shrink a view to see a different level of detail. When you magnify a view, you see shorter time period in smaller time units. When you shrink a view, you see longer time period in larger time units.
| To... | Do the following: |
|---|---|
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To browse through the whole period |
Pan to the left and right. |
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Magnify a view |
Press the plus key on the keyboard. |
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Shrink a view |
Press the minus key on the keyboard. |
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Fit one day on the screen |
Click this day in the Time Scale. |
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Magnify to the maximum (2 hour interval) |
Click a time unit in the row with hours. |
A driver's shift and assigned orders
The driver's working hours during a shift are displayed as a green rectangle with the hour range on it. Blue markers below the working hours represent projected orders assigned to the driver for this shift. The size of the blue marker depends on the actual trip duration calculated for the order. Ideally, the orders below the shift should be distributed with minimal gaps to ensure optimal workforce usage.
Look out for undeliverable orders: standalone orders in the driver's row, which are outside the driver's working hours; and orders stacked below the shift, which indicates that the order's delivery times overlap. Orders like these must be assigned to another driver or re-scheduled for a different time.
When you work with a specific driver's shift, it is recommended to magnify the time scale to get a more a more detailed view of the orders' delivery times.
You can change the drivers' working hours and assign orders to different drivers. If you need to change the delivery time for an order, you can do it on the other Dispatchers' Forms.
You can edit working hours only if the Schedule switcher is selected.
You can edit orders only if the Order switcher is selected.
For more information, see Schedule, Order, and Grid Switchers later in this topic.
| To... | Do the following: |
|---|---|
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To change working hours for a driver's shift |
Drag the green rectangle horizontally. -or- Click the green rectangle. In the pop-up dialog, change From and To times and click Save. |
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To delete a driver's shift from the schedule |
Click the green rectangle. In the pop-up dialog, click Delete. |
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To assign the order to a driver |
Drag the order vertically to place it in the row for the driver. |
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To view the order's details (number, location, delivery time, and trip duration) |
Click the order once. The order type is shown in the upper-right corner of the dialog displaying details: "P" — projected, checkmark — confirmed, "h" — hard, note icon — completed. |
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To open the order on the Order form and highlight it on the Schedule form |
Double-click the order. |
Unassigned orders
In some cases, if the system is unable to select a suitable driver or as a result of manual changes, some orders are not assigned to any driver. Unassigned orders are displayed in the last row of the list of drivers for every truck terminal. Assign them to a driver or review and edit on the Order form.
Schedule, order, and Grid switchers
You can switch between different work modes by means of the following switchers in the upper-left corner of the page:
- Order. This switcher is selected by default.When it is selected, you can work with orders on the page—move them and assign to drivers.
- Schedule. When it is selected, you can work with the drivers' working hours on the page—edit them and move the drivers' shifts.
- Grid. When it is selected, the drivers' working hours for every day are presented in an editable table with To and From columns. This mode is convenient if you need to make a lot of changes. To edit the working hours, just click any cell in the table and enter the required time.
Print PO's
You can print POs for a specific shift (for example, Tuesday 12 am–12 pm) either for a driver or for a whole truck terminal. For more information, see Printing POs.
Refresh button
The Refresh button appears in the lower-left corner of the page when any location or order related data have been changed automatically or manually, and it may have affected the drivers' schedule.
Click Refresh to see the updated information.
