Patrol: Adhoc Guide

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Contents

  1. Adhoc template day
  2. Add Adhoc Patrol to Schedule
  3. Cancel Patrol from Schedule (Daily)
  4. Cancel Patrol (Single Patrol)
  5. Reassign Patrol from Schedule
  6. Reassign / Cancel Runsheet

Adhoc template day

Description

Adhoc events are meant to give the Patrol planners more flexibility when they receive none
recurrent requests from clients. These events are defined within the template to add
or replace recurrent jobs to a specific date in the schedule(live) view.

 

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Steps to create:


1. Select schedule template
2. Select Price Tier
3. Select Patrol Type
4. Select Route Position
5. Select Time, Min, # frequency
6. Select Adhoc
Note: you cannot use the “start date” and “end date” fields for Adhoc items.

 

Add Adhoc Patrol to Schedule

Description
Add a unique patrol request to an existing day or future days for service.

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Steps to complete:

  1. Select Site
  2. Select Schedule (Live)
  3. Select Date required
  4. Select Add Patrols
  5. Select Adhoc items to add
  6. Select Assign action to assign each Adhoc item to the desired runsheet
  7. Add note/reason (It will display reason in the job information view under the note section)
  8. Select Save

Cancel Patrol from Schedule (Daily)

Description
Cancel patrol request for an existing day or future days for service. The cancel action will leave
a trail and audit of activity.

 

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Steps to complete:

  1. Select Site
  2. Select Schedule (Live)
  3. Select Date required
  4. Select Cancel Patrols
  5. Select Patrols to cancel for that day
  6. Add note/reason (It will display reason in the job information view under the note section)
  7. Select Save

Cancel Patrol (Single Patrol)

Description
Cancel a unique patrol request to an existing day. Cancel will leave trail and audit of activity.

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Steps to complete

  1. Select Schedule (Live)
  2. Select Date required
  3. Select Schedule Patrol
  4. Select Cancel Patrol
  5. Add note/reason
  6. Select Save

Note: Adding Adhoc patrols is a task that should only be able to be done for Today and in the future, so to prevent errors from happening, Admins will NOT have access to 'Bulk Change' and 'Add Ad-Hoc Patrols' buttons when viewing yesterday and previous days under the  'Schedule (Live)' menu. Only the 'Cancel patrols' button will be available for the past days.

 

Reassign Patrol from Schedule

Description
Reassign a unique patrol request to an existing day or future days for service.

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Steps to reassign

  1. Select Mobile Dispatch Tab
  2. Select Active Patrols
  3. Select Date
  4. Select Patrol
  5. Select Runsheet
  6. Select Save

Reassign / Cancel Runsheet

Description
Reassign a runsheet or cancel a job when there is a demand on the operation and all jobs within the
runsheet need to move to the best available. You can cancel jobs altogether and set them to ‘MISSED” due to the inability to recover from those jobs at that
time.

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Steps (when runsheet not started):

  1. Select the main Mobile Dispatch tab
  2. Select Runsheets Overview
  3. Select Cancel
  4. Runsheet set to canceled (can’t be undone)

Steps (when runsheet started):

  1. Select the Main Mobile Dispatch tab
  2. Select Runsheets Overview
  3. Select Cancel
  4. Select Missed, Reassign, New Runsheet
  5. Select Save

Related:

Mobile App: Performing Jobs

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