Selecting tasks in the Resource Allocator

  1. Using the top navigation bar, click Servicing → Tasks.

  2. On the Tasks page, click Tools near the top left of the page and then Resource allocator.

  3. Use the filters on the right to tailor your allocation and nominate Tasks with appropriate Service Groups for each technician.

  4. All Service Groups are selected by default. Delete Service Groups from the filter that are not applicable to the technician you are allocating Tasks to, do this by clicking the cross next to the blue Service Group.

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  1. Create a polygon on the map which covers the geographic area of Tasks that you wish for a specific Technician to be allocated to.

  2. Select the cog iconScreen Shot 2017-01-25 at 2.19.55 PM.pngon the top left of the map, create the polygon by clicking once on the map and set the polygon by double clicking.

  3. Move the points on the polygon to change the area you have selected, to delete, use the rubbish bin on the top left.

  4. All Tasks selected within the polygon will appear on the right side under ‘Select Tasks from Map’.

 

 

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