1. Using Core Application
  2. Move an Activity Using the Assignment Assistant

Move an Activity Using the Assignment Assistant

You can move activities from one resource to another, one bucket to another, a bucket to a resource, or a resource to a bucket using the Assignment Assistant. You can move a single activity or multiple activities at once. For your convenience, the procedure to move activities is split between two pages, Main and Route details. Use the Main page to find the specific resource for which you can assign the activity. And, use the Route details page to make additional changes such as reordering or setting as not ordered. To move an activity that's En route, you must stop the travel, change its status to Pending, and then move it. This procedure describes how to move a single activity; you can use the same procedure to move multiple activities.

  1. Select the activity that you want to move from the Activity details, activity hint on the Dispatch Console, List view, or Map view page.
    The Assignment Assistant appears and shows the resources that match all the criteria required to move the activity. The resources are sorted on the route impact; the resource with the most optimal route impact is at the top. 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
    If you move an activity by dragging and dropping and the target resource matches all the criteria, then the application simply moves the activity to the target, without displaying the Assignment Assistant. If you move an activity between resources on the same date, then the current resource's name and details are displayed at the top. In addition, the selected activity is highlighted with a dark border. If you reorder an activity within a resource's route, then Assignment Assistant displays the route impact before and after reordering.
  2. Review the route impact and the idle time of the resources.
    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.

  3. By default Show all is disabled. Click it to view all the resources, regardless of whether they match the required criteria.
    Alerts for resources are displayed below the resource names only when Show all is selected.
  4. Determine the best resource to which you can assign the activity and click Continue.
  5. On the Select Move Reason dialog box, select the reason for moving the activity.
    The reason is required when there's at least one active Move Reason for the current move type (for example, resource to resource). When you move several activities with different Move Reasons, then all the corresponding reasons are available for selection. You'll not see this field if you belong to a User Type that's excluded from providing a Move Reason.
  6. Click Assign.
    The activity is assigned to the selected resource. The activity that's moved is highlighted with a darker background. When you move a not ordered activity, it's shown as ordered on the Main page and the Route details page. Therefore, the count of not ordered activities isn't changed on the Main page. However, when you move a not ordered activity to a bucket, the activity status ordered or not ordered is retained.

    If you try to assign activities with a total duration of more than 12 hours to a single resource's route, a warning message appears. The message doesn't appear when you assign activities to a bucket or to the non-scheduled pool of a resource. If you try to move more than 200 activities, then only the duration of the first 200 is displayed in the warning message.

  7. Make further changes using the Route details page:
    1. To set the activity as not ordered, just drag the activities to the Not ordered section. Or, click the stack icon and then click Set not ordered.
    2. To cancel the move, click the stack icon and then click Do not move. The activity is removed from this page and isn't assigned to mobile worker. Don't move is not available when only one moved activity remains on the page.
    3. To reorder the activities within the route, simply drag the activities to the required position.
    4. To save the changes, click Assign. Let’s say you've moved a not ordered activity and you haven't set it as not ordered on the Route details page. The activity is added as ordered and is shown in the appropriate position on the route.
    5. To go to the Main page without saving the changes, click the back arrow.