1. Using Core Application
  2. Overview of the Assignment Assistant

Overview of the Assignment Assistant

You can use the Assignment Assistant to move activities manually.

You also can access the Assignment Assistant in the Dispatch Console, only if you have selected the Use Assignment Assistant on Dispatch Console setting in the Activity Management section on the User Types page. On the User Types page, you can use these settings to define the behavior of the Assignment Assistant page:
  • Allow move between resources
  • Allow activity move from non-scheduled pool to scheduled one
  • Allow access to non-scheduled pool
  • Allow activity reorder inside the route
  • Allow activity reschedule / move to non-scheduled pool
This table describes how you can configure and use the Assignment Assistant.
Configure/Perform Application Page Applicable For
Action link 'Move' for activity Installed App, Core Application Activity details Single activity
Action link 'Move' on the activity hint Core Application Dispatch Console Single activity
Move activity by dragging and dropping Core Application Dispatch Console List view, Map view One or several activities
Group action 'Move' Core Application Dispatch Console List view One or several activities

Move Reason

You can specify the reasosn for moving an activity manually. This helps your organization understand why you have to make manual changes instead of using the automated routing and optimization features. They can then use this information to improve the operations and routing plans accordingly. You can see the Select Move Reason dialog box, only if your administrator has configured the Move Reasons in the Assignment Assistant section on the Business Rules page.

If you specify a Move Reason while moving an activity, you can see it the on the activity History page. You can also use the Manual Assignment by Users and Manual Assignment Trends reports to understand the reasons and trends. For information about the fields in the Manual Move data set, see the Details and Examples: Manual Move Fields Data Set section in the Configuring Applications guide.

You can exclude users that belong to specific user types by providing a Move Reason. For example, contractors need not provide a reason when they move activities. You can configure this using the Move Reasons are not applicable for selected User Types field on the Business Rules page.