Adjusting crew assignments

As a dispatcher, you often must adjust the daily assignments of your crews based on changes in the availability of your resources. For example, if a driver is sick, you must assign a new driver to that crew for that day. You can perform this daily shuffle by using the Assignments tab of the Graphical Crew Management application.

About this task

On the Assignments tab, you can assign labor and assets to crews for any single day.

Procedure

  1. In the Graphical Crew Management application, on the Crew List tab, display the crew list whose assignments you want to adjust. Enter the start date that you want to assign crew requirements on. If you do not enter a date, the graphical view shows today's date.
  2. On the Crew View tab, review the status of the crew list for the start date specified in step 1. An orange crew bar signifies an open requirement.
  3. Expand the crew to find out which position or positions have open requirements, for example, CREW1/LEADER/ELECTRICIAN. Check the skill level.
  4. On the Assignments tab, open the corresponding list of resources, for example, ELECTRICIAN. Select the requirement in the header row and drag it to a resource that is available and has a matching skill level, or right-click on the requirement and choose Create Assignment.
    • When the requirement is assigned, you can split the assignment into two segments and assign each segment to a different resource. Right-click on the requirement in the Resource chart and choose Split Work.
  5. Crews with assigned labor and assets that do not meet all requirements or qualifications for the crew are yellow. Reassign requirements as necessary. Drag the requirement to the appropriate resource. When all requirements are met and qualifications are satisfied, the bar is green.
    • To reassign resources for multiple days, right-click on the crew name in the Crew Requirements table and select Adjust Crew Assignments.
  6. Save the crew list.