This document is crafted for first-time Assisted Dispatch users, to provide information about the Wise Systems Assisted Dispatch product and to help with initial setup.

Assisted Dispatch Overview

Assisted Dispatch computes real-time data to improve on-demand dispatching, saving dispatchers time and helping them make more efficient routing decisions.

Open

How it Works

When you request an Assisted Dispatch driver recommendation, CXT connects to Wise Systems’ Dynamic Optimization Engine via API and asks the system to determine the five best drivers to handle the shipment based on the fleet’s real-time data.

Connected via API, CXT provides the information necessary for Wise Systems to make the strongest recommendations, including:

• The on-demand order’s information, e.g., address and type (pickup, delivery, or pickup and delivery)

• All of the available drivers and their work shift times

• Vehicle type and vehicle capacity

• Time windows

• All orders assigned to each driver

Set Up Your System

Step 1: Work with CXT Software

We’ll help you get your account set up with Wise Systems (including user authentication details for your company), so you can begin using Assisted Dispatch. If you have not completed this step, reach out to Technical Support by calling (602) 265-0195 (press option 3) or creating a support ticket.

Step 2: Configurations

Once your account is created, these are the setup steps you’ll need to consider.

1. Open the Route Optimization settings from your Tools menu, and click the Edit button.
   The On Demand RO Service selection should be set to “Wise”.

   Open

   

2. Click the Edit button, and review the available settings to create your preferred configuration.

   1. Set times for processing, pickup and delivery service, and grace periods. See Assisted Dispatch (Wise Systems) for information on each available field.

   2. Select your preferred Recommendation Priority. This is an important step, and will be a critical piece in how the Wise Systems' algorithms will calculate the best driver for a job.

   3. To optimize a driver's route, Allow Assisted Dispatch To Update ETAs And Sequence Numbers must be enabled. This feature also enables the Wise Systems' Assisted Dispatch process to provide ETAs and sequence numbers for drivers whenever an event occurs, so if an order is completed early/late, a new order is dispatched, etc., the work will receive updated ETAs and be resequenced to ensure optimized manifests.

   4. Click OK to save your changes and close the configuration window.

3. To really tune the Assisted Dispatch process into your workflows and operations, you can restrict driver recommendations based on order type and vehicle class.
   For example: You have an “Across Town” order type that should not be matched with a driver associated to a “Bicycle” vehicle class. You can restrict any orders being evaluated for assisted dispatch with an Across Town order type to not consider drivers with a Bicycle vehicle in the recommendation.

    

   1. Go to Maintenance > Custom Tables.

   2. Under Tables select “CUSTOM_AssistedDispatchDriverRestriction” and click the Load button.

   3. Enter an OrderType and VehicleClass. Repeat for each order type and vehicle class combination as needed. Leave the PKID value blank (this will auto-assign when you save your changes).

      1. OrderType - ID of the order type.

      2. VehicleClass - One of the following

         1. Bicycle

         2. Bobtail

         3. Car

         4. Motorcycle

         5. Pickup

         6. Scooter

         7. Van

   4. Click Save in the toolbar when done.

4. Set up your preferred Max Radius value. This is used to set a preferred delivery radius for driver recommendations, based on the location of the order, current driver locations, and projected driver locations at the time the order is scheduled to be completed.

Step 3: Setup and Enable Drivers

The schedule (or working hours) for a driver can be considered with the Assisted Dispatch driver recommendations.

1. Go to Maintenance > Drivers and select the driver you would like to set up.

2. Click the RO Services tab.

3. Click the Add new schedule button.
   
   

For a driver to be considered in the Assisted Dispatch process, they need to be enabled. There are two ways to enable drivers.

1. Operations App: From the Driver window (pictured above). Check the Enable Driver box to allow the Assisted Dispatch driver recommendations to consider the driver.

2. Desktop Operations App: From the Route Optimization Config window. Click the Edit button to select drivers for the service.

   1. Check the box next to the fleet to select all drivers within that fleet, or

   2. Expand the fleets to select specific drivers

How to Use Assisted Dispatch

The Assisted Dispatch feature is accessed from the Dispatch Board.

From the On-Demand Dispatch board right-click on the order(s) and select Request Assisted Dispatch…

In the Assisted Dispatch window, review the recommended drivers in the bottom section. Double-click the driver you would like to assign to the order, or select the driver and click the Dispatch button.

You can also view the driver recommendations on the dispatch board, for an order where the Assisted Dispatch process has been requested.

Add the Recommended Driver column to your preferred location on the Dispatch Board.

1. Navigate to the On Demand Dispatch Board.

2. Right click in the Active Orders section, and select the Show/Hide Order Fields option.

3. Scroll to the bottom of the list, and ensure the RecommendedDriver column is checked.

4. Click OK to save and close changes.

5. Scroll to the far right of the Active Orders section to view the column.