8.2: Assigning Trips

Trips pending for assignment:

  • Select the “Dispatch” tab located in the top left hand corner. Another selection menu will appear to the right. Select “Today’s trip”.
  • Use the drop down menu in the upper left hand corner to select a provider.
  • The trips pending assignment will appear in the upper portion of the screen.
  • Select the trip you wish to assign to a driver. Then use the drop down menu in the upper middle portion of the screen to select a driver.
  • Click the vehicle icon to the right of the drop down menu to assign the driver.

Reassign a trip to another driver:

  • Select the “Dispatch” tab located in the top left hand corner. Another selection menu will appear to the right. Select “Today’s trip”.
  • Use the drop down menu in the upper left hand corner to select a provider.
  • Select the driver that currently has the trip assigned.
  • All trips assigned to the driver will appear. Select the trip that needs to be reassigned and use the drop down menu to select another driver.
  • Click the vehicle icon to reassign trip and save changes.

(Note: you can also double click on the trip to view trip details. Then click on the vehicle icon to view current driver information. Used the drop down menu to select another driver then select save to store changes.)

Un-assign a trip:

  • Select the “Dispatch” tab located in the top left hand corner. Another selection menu will appear to the right. Select “Today’s trip”.
  • Use the drop down menu in the upper left hand corner to select a provider.
  • Select the driver that currently has the trip assigned.
  • All trips assigned to the driver will appear. Select the trip that needs to be reassigned and use the drop down menu to select unassigned.
  • Click the vehicle icon to reassign trip and save changes.

(Note: you can also double click on the trip to view trip details. Then click on the vehicle icon to view current driver information. Used the drop down menu to select unassigned then select save to store changes.)