In the lumber and building industry, companies may have several branch locations in the same city or region. The Dispatch Groups feature in Route Calendar essentially promotes the branch to a “region” and the groups act as the local branches/terminals. That way, you can limit the information you see on the calendar, route board, and route page to only the information (assets, drivers) that are assigned to that particular local terminal. See the User Permissions Table for the permissions required to view, create, modify, and delete branches and dispatch groups.
When you open a branch’s Branches and Dispatch Groups page, you see that branch’s full list of Drivers and Assets.
Create a Dispatch Group
- In the Dispatch Groups panel, select Add Dispatch Group (the + button).
- Name the group and select Enter.
- The new group is added to your list of dispatch groups.
Edit a Dispatch Group
By default, all of the assets and drivers in the branch are added to a newly created dispatch group.
- Click the name of the group to display the existing drivers and assets in that group.
- Select the toggle button to add (button right) or remove (button left) drivers from the group. Toggle on the button at the top to include all drivers.
- Repeat with the assets you want to include in the group.
- Your changes save automatically.
Separately, you can edit a dispatch group’s name only by double-clicking the name in its card.
Edit Asset Dialog
Once an asset is added to a dispatch group, that group is displayed when you edit the asset on the Assets page. Go to Organization & Management > Assets and select the pencil icon next to an asset to edit it. Use the toggle buttons to add (button right) or remove (button left) the asset from a dispatch group.
Delete a Dispatch Group
Select the trash can icon next to a group to delete it.
Dispatch Groups on the Calendar
After you have created dispatch groups, you will see them on the Calendar.
You can also filter the calendar to Group by Dispatch Groups.
