Understand the Assignment Assistant User Interface

The Assignment Assistant is divided into two pages: Main page and Route details page. The Main page lists all the resources and buckets eligible to receive the activities, whereas the Route details page lists the route of a specific resource.

Main page

The Main page is displayed when you try to assign one or several regular activities. You can view up to five resources on the page and scroll to see more. The time before the shift starts and the time after the shift ends is displayed in grey, similar to the Manage page.

This table describes the UI elements on the Main page:

Legend	UI Element	Description
1	Header	If you're moving a single activity, you can view the activity identifier. If you're moving multiple activities, you can view the count of activities.
2	Resources page	Use the Resources page to move the activities to a resource. The resources displayed here meet these conditions: Work zone match Work skill match Provider preferences Required inventories Activity links
3	Buckets page	Use the Buckets page to move the activities to a bucket. The buckets displayed here meet the same conditions as the resources do.
4	History page	View the activities that you've moved in the current session and assign activities to a previously-used resource.
5	Date editor	Reschedule the activity to a different date, or set the activity as non-scheduled.
6	Options—Search and Show all	Search: Search for a resource using the name or external ID. If you're on the Buckets tab, search within the buckets. Show all: Show all resources, regardless of these conditions: Work zone match Work skill match Provider preferences Required inventories Activity links If no resources meet the search criterion or if you've disabled Show all, then the message, 'No resources to display' is displayed and Assign is grayed. The message, 'No buckets to display' is shown for buckets in this case. Resource alert, if any is displayed under the resource name when you enable Show all.
7	Time scale	View the start time of the activity.
7	Current time	View the current time.
8	Resource/bucket details	View the resource name, photo/avatar/icon, and the parent resource name. The resources are displayed in the order of the most optimal to the least optimal route impact. The order of resources is affected by these factors: Route impact (activity duration + travel time) Resolved activity coordinates Distance from the selected activity to the activities in the resource’s route and Start/End/Home location Resource Work Zone match Accuracy of the travel statistics data
9	Suggested Resource and Route impact	View the Suggested resources along with the Route impact time. Route impact time indicates the total increase in the duration by which the route changes if you move the activity to this resource. On click, displays the Route impact with a breakdown of time for Activity duration and Extra travel. The Route impact time is calculated as (total_activities_duration_after_assign + total_travel_time_after_assign - total_activities_duration_before_assign - total_travel_time_before_assign). Click the column to view the hint. If you move an activity between resources on the same date, the routes impact column contains the summary impact on the routes of both the resources (existing and target). In addition, the route impact hint shows how both the routes are impacted: How the activity duration and travel time of the current owner reduce after the activity is reassigned. How the activity duration and travel time of the target resource increase after the activity is reassigned. The current resource details aren't displayed when you move an activity: From a bucket From a non-scheduled pool To another date From multiple mobile workers In these cases, the route impact hint and column show how only the target resource's route is impacted.
10	Activity position	This option is available only for the Resources tab. View the position of the activity on the resource route for each resource. If you change the date, the routes are updated accordingly. The activities that you're trying to move are displayed with a dark border. This option helps you understand: Placement: Where the activity is placed in a route. Warnings: Whether the activity being moved or other route activities will be in jeopardy after assigning. Activity statuses: The status of the activities are shown with the defined colors. Not ordered: The number of not ordered activities for resource route. Idle periods: The time slots in which the resource is idle is highlighted on the resource route. '+N activities' is displayed instead of the route details for each resource or bucket, when you do any of these: You try to assign more than 50 activities to the resources for the selected date. You try to assign more than 50 activities to the resources as non-scheduled. You try to assign more than 50 activities to the buckets (both as scheduled and non-scheduled). The message turns red when at least one of the activities being moved has an alert.
11	Details	Click the arrow to open the Route details page for the resource.
12	Assign button	Click to assign the activities to the selected resource. Activities are located in the same place as displayed on this page. You can move to the Route details page to reorder the activity or set it as not ordered.
Not shown	Activity hint	Click an activity to view the activity hint.

Route Details page

The Route details page shows the activities in the route of a specific resource for the selected day for which you want to move an activity. When you move an activity, the activity that's moved is highlighted with a darker background.

This table describes the UI elements on the Route Details page:

Legend	Component	Action or Description
1	Header	If you're moving a single activity, you can view the activity identifier. If you're moving multiple activities, you can view the count of activities.
2	Back link	Click to go to the Main page. If you click the back link before clicking Assign on this page, you'll lose all the route changes made here.
3	Resource details	View the resource name, photo/avatar/icon, and the parent resource name.
4	Date	View the date for which you're moving the activities. You can't change the date.
5	Activity details	View the activity details such as activity identifier, activity type, location, and idle time.
6	Stack menu	Use the stack menu to set the activity as not ordered or cancel the move.
7	Warnings	View warnings, if any, for the activity. You can see these warnings: SLA window can be lost Service Window can be lost Work zones mismatch Work skills mismatch
8	Not ordered	Drag and drop the activity to this space to set it as not ordered.
9	Assign	Click Assign to commit the changes.

History page

If you've moved at least one activity in the current session, you can see the History page. Use the History page as a quick access page to assign activities to the same resource several times. The page contains a list of mobile workers and buckets, and is sorted by the time of move, with the last moved activity on the top. For each resource you can see the route impact, activity date, and the number of activities moved. You might see some resources listed multiple times. For example, let’s say you've moved activities to a resource twice, for different dates. Then, the resource is listed twice.

Non-movable section

You see the Non-movable section when you can't assign an activity to the current resource. For example, let’s say you try to drag-and-drop an activity to a resource that's set as 'Forbidden' for the activity. The activity is then displayed in the Non-movable section and you can't drag it to other sections.