Creating and Managing Custom Views

Overview
When to Use This
Steb-by-Step Instructions
Example
Tips

Overview

This workflow explains how to customize the Dispatch grid using filters and save those settings as a reusable view. Custom views are helpful for planners who need quick access to specific driver segments—like by zone, fleet, availability, or last location and using those lists in optimization without needing to reapply filters.

When to Use This

To monitor only a specific fleet (e.g., OTR drivers, MidWest Region)
To create filtered views based on availability or geography
To quickly reapply the same filters without reconfiguring the grid each time
To create repeatable and consistent lists to submit for optimization
To support different users (planners, dispatchers, ops managers) with role-based views

Step-by-Step Instructions

Step 1: Navigate to the desired Module

For example, Go to Planning > Dispatch or Resources > Locations from the navigation sidebar.

Step 2: Apply Initial Filters

Use the top bar to filter by:

Employment Type, Fleet, Operation Type, etc.

You can also click + Add Filter to open the advanced filter list.

Step 3: Use Advanced Filters

From the filter dropdown, choose from options such as:

Last Location
Next Available Zone
Next Availability Start
Driver Ref. #
Remaining Shift Driving

Select your filter condition (e.g., “In”) and enter values like a city or zone (e.g., “Chicago, IL”).

Click Apply to update the grid.

Step 4: Save the View

Once your filters are set:

Click the Save View icon (floppy disk) at the top right.
Choose to either:
- Save to an Existing View (updates shared or personal view), or
- Save as a New View (creates a new reusable view for future access)
Click Save View to confirm.