TABLE OF CONTENTS

• How to Assign, Reassign, and Unassign Drivers
  • Assign/Reassign Driver to Unassigned Orders
    • Method 1: Drag From Order Well
    • Method 2: Right-Click in Order Well
    • Method 3: From the Load/Delivery Order
  • Reassign Drivers
    • Method 1: Drag From Order Well
    • Method 2: Right-Click in Order Well
    • Method 3: Right Click from Shift Planner
  • Un-assign Drivers
    • Method 1: Right Click from Shift Planner
    • Method 2: Right Click from Order Well

How to Assign, Reassign, and Unassign Drivers

Assign/Reassign Driver to Unassigned Orders

Method 1: Drag From Order Well

• Step 1: Go to the ‘dashboard’ tab on the web
• Step 2: In the order well, click on the six dotted area of the order that we want to assign to a driver and drag it to the required driver in the Shift planner.

Method 2: Right-Click in Order Well

• Step 1: Go to the “Dashboard” Tab in the web app.
• Step 2: Right-click on the order you want to assign/reassign a driver
• Step 3: Click on Assign Driver to assign a driver, and click on Reassign Driver if you want to reassign a driver.

Method 3: From the Load/Delivery Order

• Step 1: Click on the unassigned order from the order well to open the order details.
• Step 2: Click on the “driver name” box pencil icon to edit the name of the driver. 

Reassign Drivers

Method 1: Drag From Order Well

• Step 1: Go to the ‘dashboard’ tab on the web
• Step 2: In the order well, click on the six dotted area of the order that we want to assign to a driver and drag it to the required driver in the Shift planner. For reassigning drivers, a confirmation pops up as shown below. 

• Step 3: Confirm to reassign the order to a new driver

Method 2: Right-Click in Order Well

• Step 1: Go to the “Dashboard” Tab in the web app.
• Step 2: Right-click on the order you want to reassign.
• Step 3: Click on Reassign Driver to reassign the order to a new driver.

Method 3: Right Click from Shift Planner

• Step 1: Go to the shift planner, on the timeline of the driver you want to move the order from
• Step 2: Right click on the order you want to reassign 
• Step 3: Click on assign to other driver to reassign the order

Un-assign Drivers

Method 1: Right Click from Shift Planner

• Step 1: Go to the shift planner, on the timeline of the driver you want to remove the order from
• Step 2: Right click on the order you want to un-assign 
• Step 3: Click on un-assign and send back to order well to move the unassigned order back to order well

Method 2: Right Click from Order Well

• Step 1: Go to the ‘dashboard’ tab on the web
• Step 2: Right-click on the order you want to un-assign 
• Step 3: Click on un-assign driver to un-assign the order