This article describes how to monitor shipments and drivers and how to dispatch and reassign shipments using the Drivers Board.
If you double click on any shipment, it will appear in the Search and Edit Tabs, so you can edit the shipment |
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How to Monitor Driver Shipments and Drivers.
How to Use Drag and Drop to Reassign Shipments.
The first thing you will need to do is create a Driver Board.
1. To create a Drivers Board, click 'New Drivers Board' by clicking on 'Dispatch'
2. This will open a Drivers Window.
3. You can drag the created Drivers Board anywhere on your screen as well as onto another monitor. Simply place your mouse at the top of the Driver Board. For example here:
Then hold your left mouse button down and drag to where you want to place the Drivers Board.
4. You can then filter the Driver Board to only show certain shipments and/or certain fields by clicking on the Driver Board's Setting Tab. For more information, please read: How to use the Driver Boards Settings Tabs
5. You can create Multiple Drivers boards by clicking on "Open New Drivers Board" again.
6. Your created Driver Boards will automatically reopen when you log back in.
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The color of shipments and the dots beside shipments help you monitor shipments.
The color dots beside shipments mean the following:
a Red Dot means the shipment has been assigned to the Driver, but the shipment has not been downloaded onto the IDS 2 App.
an Orange Dot means the shipment has been downloaded onto the Drivers IDS 2 App but has not opened/read by the driver.
a Green Dot means the drivers has clicked and opened and viewed the shipment in the IDS 2 App.
The color of shipments mean the following:
Shipments that are Brown are in a status of "Dispatched" and need to be Picked Up
Shipments that are Green are in a status of "Picked Up" and need to be delivered.
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You can use following functions to alter shipments.
If you are looking for a specific driver and don't want to scroll through all the shipments on your Driver Board you can use the Go-To box to speed up the process
1. Click on the Go To Driver dropdown box from the top of the window
2. Select a Driver from the dropdown
Select the shipment to Bounce / Delete or Set Trip Status
1. To Bounce use the bounce button located at the bottom of the window
2. To Delete use the delete button located at the bottom of the window
3. To Set Trip Status right click a shipment and hover over the Set trip status option
Then select the status you wish to place the trip in. You may also Bounce / Delete from this menu and Reset Driver Received Flags.
Select the shipment to assign to a Driver or Zone
1. To Assign a Driver right click a shipment and hover over the Assign Driver option
Then select a driver from the list that appears
2. To Assign a Zone, right click on a shipment and hover over the Assign Zone option
Then select a zone from the list that appears
Select the shipment to map or open the map drivers web app by right clicking on any shipment
1. To map a trip's pickup and delivery locations select the map trips option
Then select which locations you want to map
2. To open the map drivers web app select the map drivers option. Click here for an article on how to use the GPS Map.
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You can drag shipments from one driver to assign them to another driver.
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