Overview

Entry page of Dispatching: central menu with tiles for all dispatching functions, role- and module-dependent display as well as personal favorites.

The Dispatching overview is the entry page of the Dispatching area. It serves as a central navigation hub and displays all dispatching functions as clickable tiles. From here, dispatchers can reach the individual workspaces with a single click – from order management through resource and tour planning to templates and area settings.


1. Navigation

The overview opens automatically when you select the Dispatching area in the main menu. It forms the starting point for all further functions of this area.


2. Navigation Menu with Tiles

At the center of the page is a card with a grid of tiles. Each tile represents a subpage of Dispatching and consists of an icon as well as the name of the respective function.

Layout

  • The tiles are grouped into named, colour-coded categories, so that thematically related functions are visually combined.
  • Each category appears as a separate panel. Its header shows a coloured square and the category name in capital letters; the tiles of the category follow below.
  • The categories are placed side by side. On smaller screens they wrap onto several rows.
  • A category in which no tile is available to you is not displayed.
  • Clicking a tile opens the associated function.

Available Functions

Depending on your permissions and enabled modules, the following tiles may be displayed, grouped by category:

CategoryTileFunction
Planning BoardsDispositionGraphical planning board for dispatching
OrdersOrder overview and editing
Resource PlanningPlanning of vehicles and personnel
Resource Planning (Beta)New version of Resource Planning in the beta phase; the previous Resource Planning remains available
Orders, Tours & WorkflowsRecurring OrdersManagement of recurring orders
Order TemplatesManagement of order templates
Generate Demand TemplatesGeneration of demand templates
Precombined ToursManagement of pre-combined tours
LinesManagement of lines
MeasurementsManagement of survey orders
CommissioningPicking of shipments
Areas & RulesPlanning AreaManagement of planning areas
AreasManagement of areas
Working AreasManagement of work areas
Way Split RulesManagement of route split templates
Cell Coloring RulesDefinition of coloring rules

Note: Which tiles actually appear depends on your role, the activated modules and the selected group (see Section 3). Only functions that you are allowed to access are displayed.


3. Visibility of the Tiles

The displayed tiles are filtered automatically based on several criteria. This way, you see only the functions that are relevant and released for you.

Role-dependent Display

Access to the individual functions is bound to your user role:

  • Disposition and Orders are available, among others, to super administrators, administrators, dispatchers as well as read-only and clerk roles.
  • Functions such as Precombined Tours, Recurring Orders, Working Areas, Planning Area, Resource Planning and Resource Planning (Beta) are intended for dispatchers.
  • Measurements are visible to dispatchers (including survey dispatchers).
  • Lines, Generate Demand Templates, Order Templates, Way Split Rules, Areas and Cell Coloring Rules are reserved for administrators.
  • Commissioning is displayed to the roles authorized for it.

Module-dependent Display

Some tiles only appear when the associated module is activated for your company – for example for Resource Planning and Resource Planning (Beta), Measurements, Commissioning, Planning Area and Cell Coloring Rules.

Group-dependent Display

Visibility is additionally influenced by the currently selected group. When you switch the active group, the tile grid is recalculated automatically and adapted to the permissions of the new group – reloading the page is not required.


4. Marking Pages as Favorites

Each tile contains a star icon with which you can add the respective function to your personal favorites or remove it from them.

How to Mark a Favorite

  1. Click the star icon of a tile.
  2. The star is displayed filled – the page is now saved as a favorite.
  3. Clicking again removes the page from the favorites; the star is displayed empty again.

Clicking the star icon does not trigger any navigation – you stay on the overview. The favorites are assigned to your user account and are retained across sessions.


5. Notes

  • The dispatching overview itself contains no data, but serves exclusively for navigation and the management of your favorites.
  • The tile grid adapts dynamically to your permissions, the activated modules and the selected group. It is therefore possible that different users see different tiles.