Assign a Ticket to a Driver in Texada Web

Describes how to assign a ticket to a driver in Texada Web.

Type

How to

Audience

Texada Web Counter

Products

Texada Web, Texada Mobile

Context

Assign a ticket to a driver when the equipment is ready to be delivered, picked up, or moved to another location. A ticket must be in Created or Loading status before you can assign or reassign it to a driver. A ticket must be in the Assigned status before you can unassign it from a driver.

See: "About Ticket Statuses in Texada Web and Texada Mobile" for more information about ticket statuses.

Note: You can only assign a ticket to a single driver at a time.

Before You Begin

Required: Internet connection, valid Texada app login credential and access permissions, existing ticket, existing driver

Optional: Mobile device with an internet connection

Steps

To assign a ticket to a driver, do the following:

In the Texada Web menu bar, do one of the following:
1. Navigate to Tickets > Pickup to view the list of tickets for equipment that are ready for pickup from your customer
2. Navigate to Tickets > Delivery to view the list of tickets for equipment that are ready for delivery to your customer
3. Navigate to Tickets > Task to view the list of tickets for equipment that needs to be moved from one of your customer’s site to another of their sites
The list of tickets opens in the main area
Click the ticket you need to assign
The ticket details page opens in the main area
In the GENERAL INFO panel, use the Driver drop-down to select the driver you need to assign the ticket to
Click Save
The ticket is updated
The ticket is assigned to the driver
The ticket appears in the driver's queue in Texada Mobile