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Search the List of Scheduled Tickets in the FleetLogic Web Application

Provides an overview of the ticket scheduling functionality, and describes how to view, search and filter the list of scheduled tickets in the FleetLogic web application.

Type

How to/Conceptual

Audience

FleetLogic Counter or Logistics Manager

Products

FleetLogic web application

In This Article

Context

As your business grows, and your list of scheduled tickets grows longer, you can use the search and filter functionality to narrow down the list of tickets to only display the tickets that you need to view.  This enables you to focus on scheduling your tickets in a systematic and easy to follow way, while cutting out irrelevant information.

 

For example, if you are mostly done scheduling your tickets for a particular day, but still need to schedule tickets for a single driver, you can search for that driver and only display the tickets that are scheduled for them, without the distraction of seeing what is assigned to other drivers.

Sections of ticket scheduling

Use the following diagram to understand the different sections of the ticket scheduling page:

1. Date/time fields and arrows

Used to move between different days to view the different tickets that are scheduled for each day.

Note: You can only view a single day’s worth of tickets at a time

2. Driver selection dropdown

Enables you to filter the list of tickets by driver

3. Division and location dropdowns

Enables you to filter the list of tickets by division and/or location

4. List of scheduled tickets

Displays all assigned and unassigned tickets for a particular day along with:

    • Ticket number
    • Ticket type (delivery, pickup, or task)
    • Scheduled time
    • Priority level (low, medium or high)
    • Number of assets
    • Ticket status (see: “About Ticket Statuses in FleetLogic" for more information)
    • Customer number
    • Origin address
    • Destination address
    • Number of tickets that are unassigned or assigned to a specific driver

Notes:

5. Map

Enables you to visually locate tickets on a map using Google maps

Notes

      • Click here to learn more about how to use Google maps
      • Click a pin on the map to change the information that appears in the ticket details and to highlight the selected ticket in the list of scheduled tickets
      • Each pin on the map uses color to display the type of ticket (red for delivery, blue for pickup, and orange for task), and a symbol to display the status of the ticket
 

6. Ticket Details

Contains functionality to assign the ticket to a driver, or to view the details of the ticket

Displays specific information about the ticket:

    • Ticket number
    • Ticket type
    • Scheduled time
    • Ticket Status
    • Driver
    • Company name
    • Origin address
    • Destination address
    • Assets
    • Comments

Notes

Before You Begin

Required: internet connect, valid FleetLogic login credentials and access permissions, existing ticket

Optional: mobile device with an internet connection, existing driver

Steps

Search and filter the list of scheduled tickets by driver

  1. In the FleetLogic dashboard, navigate to Tickets > Scheduling
    The Ticket Scheduling page opens and displays the list of scheduled tickets for the current day
  2. Optional: Click date  and use the calendar field, or use the arrows to select the date you need to schedule a ticket on
  3. Click the Select driver(s) dropdown and do one of the following:
    1. If you are looking for a specific driver, type the name of the driver in the Search field
      The list of drivers and scheduled tickets is narrowed to reflect your search term(s)
    2. If you are looking for multiple drivers, check the driver(s) in the list that you need to view
      The list of drivers and scheduled tickets is narrowed to only include the driver(s) you checked
    3. Optional: Click Select All to select all drivers

Filter the list of scheduled tickets by division and location

  1. In the FleetLogic dashboard, navigate to Tickets > Scheduling
    The Ticket Scheduling page opens and displays the list of scheduled tickets for the current day
  2. Optional: Click date  and use the calendar field, or use the arrows to select the date you need to schedule a ticket on
  3. Do any of the following:
    1. Use the Divisions dropdown to select the division that you need to filter the list of scheduled tickets by
    2. Use the Locations dropdown to select the location that you need to filter the list of scheduled tickets by
    The list of tickets is filtered to reflect your selections

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