Scheduling ad hoc events

Updated July 22, 2024 21:01

Learn how to schedule ad hoc events for Mobile Patrol.

Overview

Adhoc events give the Patrol planners more flexibility when they receive non-recurrent requests from clients. The template defines these events to add or replace recurrent jobs to a specific date in the live schedule (live) view.

Creating an ad hoc template day

To create an ad hoc template day:

Select schedule template
Select Price Tier
Select Patrol Type
Select Route Position
Select Time, Min, # frequency
Select Adhoc
Note: you cannot use the "start date" and "end date" fields for Adhoc items.

Adding an ad hoc patrol to a schedule

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

To add an ad hoc patrol to a schedule:

Select Site
Select Schedule (Live)
Select Date required
Select Add Patrols
Select Adhoc items to add
Select Assign action to assign each Adhoc item to the desired runsheet
Add note/reason (It will display the reason in the job information view under the note section)
Select Save

Canceling a patrol from the Schedule (Daily)

Cancel patrol requests for the current or future day. The cancel action will leave a trail and audit of activity.

To cancel a patrol from the daily schedule:

Select Site
Select Schedule (Live)
Select Date required
Select Cancel Patrols
Select Patrols to cancel for that day
Add note/reason (It will display the reason in the job information view under the note section)
Select Save

Canceling a patrol (Single Patrol)

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

To cancel a single patrol:

Select Schedule (Live)
Select Date required
Select Schedule Patrol
Select Cancel Patrol
Add note/reason
Select Save
Note: Adding Adhoc patrols is limited to the current day and days in the future to prevent errors. Bulk Change and Add Ad-Hoc Patrols are unavailable for previous days under the 'Schedule (Live)' menu. Only Cancel Patrols will be available for days in the past.

Reassigning a patrol from a schedule

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

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To reassign a patrol from a schedule:

Select Mobile Dispatch Tab
Select Active Patrols
Select Date
Select Patrol
Select Runsheet
Select Save

Reassigning or canceling a runsheet

You can reassign a runsheet or cancel a job when all jobs within the runsheet need to move to the best available. You can cancel jobs and set them to 'MISSED" due to the inability to recover from those jobs.

Reassigning or canceling a runsheet when a runsheet isn't started

To reassign or cancel a runsheet when a runsheet isn't started:

Select the main Mobile Dispatch tab
Select Runsheets Overview
Select Cancel
Runsheet set to canceled (can't be undone)

Reassigning or canceling a runsheet when a runsheet is started

To reassign or cancel a runsheet when a runsheet is started:

Select the Main Mobile Dispatch tab
Select Runsheets Overview
Select Cancel
Select Missed, Reassign, New Runsheet
Select Save