Primary Method: Assignments Screen + Assignment Planner
Step 1 — Navigate to the Assignments screen
From the main navigation, go to Dispatching → Assignments.
Step 2 — Create a driver and vehicle assignment
On the Assignments screen, create an assignment by pairing a driver with a vehicle. This establishes the driver and vehicle combination that trips will be assigned to.
Step 3 — Open the Assignment Planner
Once a driver and vehicle assignment has been created, click the Assignment Planner button for that pairing. This opens a view of unassigned trips available to be added to that driver's schedule.
Step 4 — Assign trips to the driver
Scroll through the list of unassigned trips in the Assignment Planner. Click the + button on each trip you want to add to the driver's schedule. Repeat this for each trip you need to assign to that driver and vehicle pair.
Once you've added all of the trips you'd like to assign to that driver's schedule, be sure to click the "Close" button to save your changes.
Step 5 — Repeat for additional drivers
If you have multiple drivers to assign trips to, return to the Assignments screen and open the Assignment Planner for each driver and vehicle pair as needed.
Alternative Method: Dispatching Screen
If you only need to assign a small number of trips and do not need to work through the Assignment Planner, you can assign directly from the Dispatching screen. From the main navigation, go to Dispatching and locate the trip you need to assign. Assign a driver and vehicle directly on that trip record and save your changes.
This method is best suited for quick individual assignments rather than managing a full dispatch schedule.
Unassigning a Trip from a Driver
If a trip needs to be removed from a driver's schedule, there are two ways to do this depending on where you are working in the system.
Via the Assignment Planner
Navigate to Dispatching → Assignments and open the Assignment Planner for the driver whose schedule you need to adjust. Find the trip you want to remove and click the − button on that trip. The trip will be unassigned from the driver and returned to the unassigned trips list.
Via the Dispatching Screen
Navigate to Dispatching and locate the trip you want to unassign. Find the Assignment dropdown on that trip record. From here you can either select a new driver to reassign the trip directly, or clear the current assignment to leave the trip unassigned. Save your changes before navigating away.