In this article, you will learn how to configure advanced organization settings to optimize Onfleet for your business model.
Advanced Organization Settings
Units of Measurement
The units of measurement can be set by selecting "Metric" or "Imperial". Save the changes by clicking "Done" on the bottom right.
Active tasks and unassigned tasks will have their time displayed according to the local system’s time settings. For example, if a user is viewing active tasks while on a computer with an EST timezone set, then the tasks displayed will be in EST time zones.
Your organization's time zone is set under “Settings”. Exported tasks and viewing exported task data, the data will be displayed according to your organization’s timezone.
If you're managing deliveries across more than one service area or city, or have multiple physical stores/hubs, team assignment is right for you. With team assignment enabled, your teams can move tasks into a team without assigning them to a driver. Tasks that are assigned to a team will only be visible to other dispatchers if they have been granted permission to that team.
Enable Team Assignment
To enable team assignment, check the "Enable team assignment" checkbox in the Organization tab of your administrator's dashboard settings.
Once enabled, you can move tasks from the "Global Unassigned" section into a new "Team Assigned" section inside each team. When assigned to a team, a task will not be visible to other teams.
There are several ways to assign a task to a team:
- Manually in the dashboard, using drag-and-drop in the sidebar
- Manually in the dashboard, on creation or edit from the task modal.
- On task import.
- Through the API, via Manual and Automatic assignment.
Assign to a Team via drag-and-drop
To assign via drag-and-drop, simply select the desired task(s) and drag them to the desired team. As you drag over a team name, it will highlight white to indicate selection. Drop the tasks into the highlighted team name and they will be assigned to the team. Similarly, you can assign to another team or return to the global unassigned section by drag-and-drop.
Assign to a Team via Task Modal
To assign a task on manual creation or edit, select "Assign" located at the bottom of the task creation window. Once selected, a module will pop up on your screen with a list of your organization's teams, drivers, and dispatchers. Select the option you would like to assign the task to, click "Assign" then "Done" on the task window.
Assign Tasks via Right-Click
Once tasks have been assigned to a driver, you can assign them back to the current team or return to the global unassigned section by choosing "Assign Task" or "Unassign Task". If you select "Assign Task" then the task assignment module will open on your dashboard, and if you select "Unassign Task" then the task will return to the global unassigned section of the organization.
Disable Global Unassign
If your teams operate independently of one another and you wish to prevent the movement and visibility of tasks between teams, you can disable the " Global Unassigned" section for dispatchers.
This will prevent dispatchers from moving unassigned tasks outside of the teams they manage, and from seeing/interacting with tasks that have not yet been assigned to an individual team.
Note: To use this feature, you must have team assignments enabled in your organization's admin settings.
All task operations will be limited to the dispatchers' team environment. For example, cloning a task assigned to a team will create a copy within the team's unassigned task section instead of within the global unassigned section.
To disable the global unassigned section for dispatchers, navigate to the Dispatchers tab of your dashboard's admin settings. Below the list of dispatchers, check the box "Disable global unassigned section."
You can enhance your organization's map with lines and polygons by adding a custom map overlay. This is useful if you would like to visually represent a particular location like a warehouse or restaurant, or delineate a zone in which a particular team operates.
Currently, this is strictly a visual enhancement and does not change the behavior of tasks, drivers, or notifications.
There is a 1 MB file size limit for any map overlay geojson file.
Simply follow these steps to create a map overlay (optional: with color):
1. Create Map Overlay
Create a GeoJSON map overlay with the tool of your choice; we recommend the free tool: http://geojson.io/.
First, search for an area using the magnifying glass in the top right of the map.
Then, using the search and the drawing icons in the toolbar, place your points, lines, and polygons ("features") on the map.
2. [Optional] Add a Color to Properties
"color":"#AA81F3" (see example on the right in the screenshot below).
3. Download File
Once you are satisfied with your features, you can download the file to your computer by navigating to Save > GeoJSON from the menu in the top left corner of the screen.
4. Add Map Overlay to Onfleet Dashboard
Simply add this map overlay by opening the Organization tab within your Onfleet settings. Scroll to the bottom of that tab and select Add a Map Overlay... and select the GeoJSON file that was saved in Step 2. The overlay should be reflected within the dashboard immediately.
You should now see a map overlay with color within the dashboard map view.
Select Tasks in Map Overlay
Within the sections of a Map Overlay, you can right-click your cursor to select tasks within the zone. This function allows users to view the total number of tasks within a zone, and easily select all tasks within a zone to use within a Route Optimization.