Grid Layouts on the Dispatch Board
- Michelle Cabaya
Active Orders, Routes, and Drivers grids on the dispatch boards can be customized for each individual Operations App user or saved as custom layouts to share among users. This eliminates the need to rearrange grids, set filters, and select fleets and drivers each time the dispatch board is loaded. Once a layout is saved, the associated grid will default to the last saved layout the next time it is loaded.
Quick Tips
Save default grid layouts so that you will not be prompted to select fleets when going to the dispatch board.
The last saved layout(s) will be the one that is loaded when landing on the dispatch board.
For saving grid layouts on the On-Demand Dispatch board, you must have the Save Dispatch Layout permissions enabled under X Dispatch Functions > Dispatch. For the ability to create, edit, or delete custom On-Demand Dispatch grid layouts, you must also have the Custom Dispatch Layouts, Create, Edit, and/or Delete permissions enabled. See Users (Classic Operations App).
For saving grid layouts on the Route Dispatch board, you must have the Save Dispatch Layout permissions enabled under X Route Functions > Dispatch. For the ability to create, edit, or delete custom Route Dispatch grid layouts you must also have Custom Dispatch Layouts, Create, Edit, and/or Delete permissions enabled. See Users (Classic Operations App).
How to Save the Current Layout
On the dispatch board, right-click on the half of the board you would like to save and select Save Layout or, if saving an order or driver grid, press 0 on your keyboard.
Select which grid you would like to save.
Orders/Routes - Save the Active Orders/Routes grid as the default Active Orders/Routes grid.
Drivers - Save the Drivers grid as the default Drivers grid layout. This is for the Active Drivers grid on the current dispatch board only. For example, if you save the Active Drivers grid on the On-Demand Dispatch board, it will not affect or be available to load for the Active Drivers grid on the Route Dispatch board.
Both - Save both the Active Orders/Routes and Drivers grid as the default layout for both.
Custom Order/Route/Driver Grid - Enter a name to save the custom grid as. See below on How to Save a Custom Order Grid Layout, How to Save a Custom Route Grid Layout, or How to Save a Custom Driver Grid Layout.
Click Save.
Custom Layouts
You can save custom layouts to create layouts to share with other Operations App users or to create a specific view for certain roles or fleets. Custom layouts will save fleet filtering selections as well as column preferences.
Example
There are multiple dispatch seats that are focus on certain areas and drivers. Four custom layouts would be created so that a dispatcher would be able to load the appropriate layout, which would contain the column settings and fleets the dispatcher needs to monitor into his/her dispatch board depending upon their dispatch assignment each day.
How to Save a Custom Order Grid Layout
On the dispatch board, right-click on the Active Orders half of the board select Save Layout or press 0 on your keyboard.
Select Custom Orders Grid. and enter a name to save the custom grid.
Click Save.
How to Save a Custom Route Grid Layout
On the dispatch board, right-click on the Active Routes half of the board select Save Layout.
Select Custom Routes Grid. and enter a name to save the custom grid.
Click Save.
How to Save a Custom Driver Grid Layout
On the dispatch board, right-click on the Active Drivers half of the board select Save Layout or press 0 on your keyboard.
Select Custom Drivers Grid. and enter a name to save the custom grid.
Click Save.
How to Load a Custom Grid Layout
On the dispatch board, right-click anywhere on the half of the board you would like to load the custom grid and select Load Layouts and select the custom grid layout. Custom driver and order/route grids are shown and loaded separately.
How to Reset the Layout
On the dispatch board, right-click anywhere and select Reset Layout.
Select the layout you would like to reset.
Orders/Routes
Drivers
Both
Click OK to acknowledge that you need to navigate away from the dispatch board for the changes to take effect.
Navigate away from the dispatch board then go back to the dispatch board.
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