Vehicle assignment schedule

On AntsRoute, you can change the vehicle assigned to a field agent in two ways:

• from the assignment schedule, to plan the use of a vehicle by another field agent on a specific date or over a given period;
• directly from the route schedule, to quickly make a one-off adjustment, for example on the same day.

These features are particularly useful when several field agents take turns using the same vehicles or when a last-minute change is required.
 

What is the assignment schedule used for?

When you create a field agent in AntsRoute, a vehicle is assigned to this field agent by default. However, in certain situations (replacement, internal organization, vehicle rotation, etc.), you may need to temporarily change this assignment.

With the assignment schedule, you can:

• assign a vehicle to another field agent for one or more dates;
• view upcoming assignments in a table;
• better manage vehicles shared between several field agents.

⚠️ Important: When a vehicle is reassigned to another field agent for a given period, the field agent to whom the vehicle is assigned by default will no longer have a vehicle during that period. If a route is scheduled for this field agent, it will be unscheduled.
 

Assign a vehicle from the assignment schedule

To schedule the assignment of a vehicle to another field agent:

1. Go to the “Resources” module.
2. Click the “Assignment schedule” tab.
3. Click the “Add assignment” button.
4. Select a field agent.
5. Choose a vehicle from the list. You can identify it by its license plate and by the color of the field agent to whom it is assigned by default.
6. Add one or more assignment periods.
7. Click “Save”.

💡 The vehicle will then appear in the table cell corresponding to the selected field agent and period. It will keep the color of the field agent to whom it is assigned by default.  

Assign a vehicle directly from the table

You can also create an assignment directly from the table:

1. Select a month in the calendar.
2. Click the cell corresponding to the date and field agent to whom you want to temporarily assign a vehicle.
3. The field agent and date will be preselected in the assignment window.
4. Simply select the vehicle you want to assign.

Temporarily change a field agent’s vehicle from the schedule

Need to quickly change the vehicle used by a field agent, for example for the day? You can make this change directly from the schedule in the “Organize” module, without using the assignment schedule.

This method is particularly useful for one-off adjustments, especially when changing a vehicle on the same day.

To assign another vehicle:

1. Go to the “Organize” module.
2. Click the “Agenda” tab.
3. Go to the relevant date, for example today’s date.
4. Find the relevant field agent and click “...” > “Resources” > “Assign a vehicle”.
5. Select the desired vehicle.
6. Adjust the Period if necessary.
7. Click “Save”.

Good to know:

🙋 In the “Organize” module, under the “Agenda” tab, you can see the license plate of the vehicle assigned to each field agent.

If no vehicle is assigned to a field agent for the relevant period, “No vehicle” appears on their row.

⚠️ Impact on existing routes: Changing a vehicle assignment may affect routes that have already been scheduled. After changing a vehicle, check your schedule and, if necessary, reoptimize your routes to ensure your planning remains consistent.