Assisted/Autonomous Dispatch: Beans
- Michelle Cabaya (Unlicensed)
Assisted/Autonomous Dispatch, powered by Beans.ai, is an advanced optimization feature that takes the guesswork out of driver and route assignments. The Operations App connects to the Beans.ai advanced dispatching system using your fleet’s real-time information to provide driver and/or route recommendations.
When using Beans, all of the selected drivers' assigned work (on demand and routed) are considered when the best driver recommendations are calculated.
To use the Beans Systems - Advanced Optimization please reach out to Technical Support by calling (602) 265-0195 (press option 3) or creating a support ticket.
Set Up
Configuration
You must have the Route Optimization permission enabled. See Users (Classic Operations App).
Contact Technical Support to obtain credentials.
Go to Tools > Route Optimization in the top menu.
Optional: For On Demand RO Services and/or X Route RO Services select “Use Assisted Dispatch Service”.
For Autonomous/Assisted Dispatch select “Beans Systems - Advanced Optimization” and click the Edit button.
Configure the On Demand RO Service Config, Select Drivers and/or Select Routes in the X Route tab, and click OK. Valid credentials must be entered for advanced RO Service Configs.
Click Apply or OK in the Global Route Optimization Config form to save.
Quick Tip: This will enable the Advanced Optimization section in the main left menu in the Classic Operations App.
Enable Drivers
For a driver to be considered in the Assisted Dispatch process, they need to be enabled. There are two ways to enable drivers.
Operations App: From the driver record, go to the RO Services tab and check the Enable Driver box to allow the Assisted Dispatch driver recommendations to consider the driver.
Classic Operations App: From the On Demand RO Service Config window. Click the Select Drivers button to select drivers for the service.
Check the box next to the fleet to select all drivers within that fleet, or
Expand the fleets to select specific drivers
Set Up Allowed Vehicle Classes and Vehicle Types
You can include or restrict vehicle classes and vehicle types by order type from the "Recommended Drivers" list.
In the Operations App, go to the order type form then navigate to the RO Services tab and select which vehicle classes you want to be considered. See Order Types.
On Demand RO Service Config
Field Name | Description |
|---|---|
Route Optimization Service URL | Route Optimization Service URL obtained by contacting Technical Support. This URL should not be changed. Quick Tip: You can confirm the URL by clicking the Test button on the right of the URL field. |
Delegated Account | Account used for route optimization. Provided by CXT and should not be changed. |
API Key | API key for route optimization. Provided by CXT and should not be changed. |
Route Sequence Priority | How Route Optimization determines the priority level when sorting the stops. This setting is defaulted by CXT and is designed to work with our software. This setting cannot be changed. |
On Demand
Field Name | Description |
|---|---|
Autonomous Options | When enabled, on-demand jobs can be set to find the best driver and dispatch, or just find the best driver every 3-60 minutes..
Autonomous Options will be visible in the top right of the On-Demand Dispatch board where users with the “Route Optimization” permission enabled. See Users (Classic Operations App) on how to enable/disable this permission. |
Service Time Per Pickup | The number of minutes a driver is typically at a stop before completing it. |
Pickup Grace Period | The number of minutes an order's Pickup ETA calculation can go past the Pickup To time in an effort to get the best recommendation results from Assisted Dispatch. Grace Periods will not change time window values on orders. |
Service Time Per Delivery | The number of minutes a driver is typically at a stop before completing it. |
Delivery Grace Period | The number of minutes an order's Delivery ETA calculation can go past the Deliver To time in an effort to get the best recommendation results from Assisted Dispatch. Grace Periods will not change time window values on orders. |
Max Radius | The number of miles that the driver needs to be within in order to be considered for best driver suggestions. This is based upon the driver's current location and the pickup location on the on demand order. Max field value is 999.99 miles. |
Allow Optimization w/Recommendation | Set whether or not a driver's actively assigned work will be optimized when being assessed for best driver recommendations. This setting will allow updates to the driver's ETAs and sequence numbers, when applicable.
|
Select Drivers | Select the drivers to be considered when using assisted dispatch. Quick Tip: Drivers can also be added from the RO Services tab of the driver record in the Operations App. |
X Route
Field Name | Description |
|---|---|
Service Time Per Stop | The number of minutes a driver is at a stop before competing it. |
Grace Time Per Stop | The number of minutes a driver can be late. This does not include grace time to be early. |
Select Routes | Select the routes to be considered when using assisted dispatch. |
Field Name | Description |
|---|---|
Enforce Capabilities When Optimizing | Selected option whether or not to enforce capabilities when recommending drivers.
|
Enforce Critical Dates When Optimizing | Selected option whether or not to enforce critical dates when giving best driver recommendations. Critical dates are stored in Human Resources that can refer to items such as drivers license, insurance, or immigration expirations
|
Optimize/Recommendation Type | Selected type of recommendation.
|
Traffic Speed | Selected average traffic speed level for the area to be considered when calculating best driver calculations. Value options are from 1 (normal traffic levels), to 2 (gridlock traffic levels). |
Reduce Routes | Attempt level. The higher the number, or attempt level, the less the number of recommended routes will be returned .
|
Max Number of Stops | The maximum number of stops a driver can have in order to be included in the recommendation request. The default value of 0 means that the maximum number of stops is unlimited. |
Max Proximity to New Stop | The maximum distance, in miles, the new stop can be from any currently assigned orders or stops linked to the driver or route. The default value of 0 means that the maximum distance is unlimited. |
GPS Update Before Recommendation | When enabled, a GPS update will be triggered for all active assisted dispatch drivers before calculating the best driver recommendations. This can increase the processing time of your recommendations. |
Ignore Sequence | When enabled, order sequences will not be updated when assigning a new Order to a recommended driver. Newly assigned orders will be placed last at the bottom of the manifest. |
Time Windows | When enabled, time windows for orders will be respected when calculating the best driver recommendations. |
Include All Open Stops | When enabled, incomplete work from previous dates will be included in optimization calculations. |
How to Request Assisted Dispatch
Manually On an On Demand Order
Quick Tip: On Demand orders can automatically recommend or dispatch drivers by enabling Autonomous Options and selecting “Dispatch” or “Recommendation” on the config form.
All of the drivers' work, both on demand and routed, are taken into consideration when returning results.
Hold the Ctrl key and click the gray box to the far left of the orders you would like to select.
On a Route Stop
Autonomous Dispatching
When Autonomous Options is enabled, you can select between “Dispatch”, “Recommendation”, and “Disabled” on the On-Demand Dispatch board and view the Autonomous Dispatch column for the autonomous dispatch status.
When an order that was autonomously dispatched to a driver is rejected, it will be reassessed in the next sync. However, if no drivers are found on that next sync, the driver that rejected the order will be considered again for auto dispatch.