Scheduling ad hoc events

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:

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.

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:

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 the reason in the job information view under the note section)
8. 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:

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 the reason in the job information view under the note section)
7. 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:

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 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.

To reassign a patrol from a schedule:

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

Reassigning an active patrol mid-shift

Guards cannot simply "pick up" a different patrol route mid-shift without an administrative reassignment. 
Use the Reassign Patrol action to transfer an active patrol to another guard.
To reassign an active patrol:

1. Navigate to the Mobile Dispatch, Active Patrols, or schedule view where active patrols are listed.
2. Select the active patrol that needs reassignment
3. Select Reassign Patrol.
4. Choose the guard who will take over
5. Set the effective time of the reassignment (immediate or a specific time).
6. Confirm the change. The new assignment appears on the guard’s schedule and route list.

Permissions and notes:

• Only users with appropriate admin/dispatcher permissions can perform reassignments.
• Reassignments update audit logs and reporting so you can track who performed the change and when.
• If frequent mid-shift switches occur, consider creating guidance for dispatchers and guards to minimize gaps and duplicated coverage.

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:

1. Select the main Mobile Dispatch tab
2. Select Runsheets Overview
3. Select Cancel
4. 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:

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