Assign the Day's Work

Dispatch opens on Assign Work. Office roles see it; who can open Dispatch is also controlled under SettingsRoles.

Tabs across the top: Assign Work, Escalations, Route Planner, Saved Routes, and Live Maps. The first visit lands on Assign Work. After that, the sidebar remembers the last Dispatch tab you used in this browser.

Assign Work search, Crew, Show, Tags, Filters, and Clear all are the same band as Jobs and Schedule — see Filter and Share a List. The Crew chip is a roster preference (not stored in the URL).

There are three ways to put people on jobs. Pick one per situation.

Assign the Day

Click the Soliven button in the corner of Dispatch and choose Assign the Day. Two steps.

1. 1

   Set Up

   Start Date and End Date default to the board's date. Job Type is All Job Types or one of your work types.

   Jobs That Already Have Crew is the one choice that changes the result: Leave Them Alone plans only jobs with nobody assigned; Fill Around Them keeps every existing assignment, counts it against that person's day, and adds unassigned jobs into the time left.

   Under Roster, untick anyone who should not get work. Tick Force beside a name to include someone who is not marked as working that day. Groups switches the list to your dispatch groups from SettingsDispatch.

   More Options holds the tuning: Target Jobs per Person (a soft preference, default from SettingsWork Types), Max Jobs per Person (a hard ceiling, blank by default), Hours per Day if Unset, Move Jobs Between These Dates for a range, Distribution (Even Split or Waterfall), and Saved Routes for This Plan Only.

   Click Build Plan.

2. 2

   Review & Apply

   The first line says what Soliven did, for example "4 people take 21 jobs on Sep 10. 24h of 32h booked (75%). Every job is placed." Below it is the booked-against-capacity bar.

   Needs Your Attention appears only when something does. In order: jobs that could not be placed, each with a fix link (Fix Coordinates, Set Availability, Edit Skills, or Mark Licensed when the work type requires a licensed applicator and nobody rostered is marked as one) or Manually Assign; saved routes whose stops went to somebody other than the owner; free time on the roster with Preview Candidates to pull upcoming jobs forward; and people on the roster who are not in the plan because they are not marked as working. On a range with one heavy day and one light day while Move Jobs Between These Dates is off, the summary line says so; extending a single day into a range inside the wizard turns that switch on for you.

   The Plan lists each person's stops with the driving route on the map. Under each stop, a small line says why it went to that person: closest by so many minutes, same area as their other stops, a territory or preferred-skill match, the saved route's owner, pinned, or Shortens the driving for everyone. That last reason means Soliven swapped or relocated the stop after the first pass because it cut combined depot-to-depot driving while still respecting skills, territories, hours, and caps. Soliven first sweeps each day into one contiguous area per person, sized to their hours, so neighbouring stops stay with one truck instead of being alternated between people to even the counts. On any stop you can move it to another person, remove it, or click the lock to keep it with that person. Moving or removing a stop re-checks only what you touched; if anything else had to move, a note names the days. Regenerate runs the engine again keeping every pinned stop. Start Over drops every pin and edit.

   A flagged job shows its escalation reason as a red pill beside the job number and a red ring on the map. Visited - Work Outstanding is a link: it opens the visit that left the work outstanding in a new tab, so you can read what is still to be done without leaving the plan. On a retry Soliven created after a visit without treatment that is the completed visit; on a job the office flagged by hand it is the job itself.

   Fine-Tune Stop Order lets you describe in plain words how one person's stops should run on a day, then Apply Suggested Order.

   The line above the button says how many jobs go to how many people. Click Apply N Assignments. If anyone in the plan already started today's work (clocked in or In Progress), a Crew Already Working popup asks whether to continue — Cancel or Apply Anyway. Nothing is written before you confirm, and the server re-checks the plan first; if the schedule changed since the plan was built, Soliven rebuilds it and shows it again.

3. 3

   Check the result

   The last screen says how many jobs were assigned and to how many people. Undo These Assignments restores the previous crew, dates and stop order.

Find Jobs to Add to Crew

On Route Planner, pick a person and click the Soliven button, then Find Jobs to Add to Crew. Choose the date, the work types and how many jobs to find, then Find jobs. Soliven ranks unassigned work by urgency, then skill match, then distance from that person's route, and shows the capacity impact for each job. Tick the ones you want, Preview New Route, then confirm. Advanced Filters can skip sites visited recently or limit how far out the work is scheduled.

Escalations

On the Escalations tab, the Soliven button on a row asks who should take that job. The recommendation card names the best fit with projected day length, added drive and the nearest existing stop, and offers Assign to that person plus any alternatives as buttons.

Route Planner is included on Crew and up, not on Launch. Optimize Current Route only re-orders stops already on a saved route; it does not assign new work. Drag stops or click a numbered pin → Swap Stop → click another pin, then Save Order. Check Start and end at dispatch office when the loop should use the depot from SettingsDispatch.

Verify it worked

On Assign Work for that date, the jobs you meant to send out have assignees. On Route Planner, the stop order matches what you saved. Office still sees them on Schedule and Jobs. Crews see them under Jobs on the phone.