Scheduling guides
How to run the daily scheduling loop — load the date, adjust shifts, solve, work the schedule, and carry the result into MediRoutes. Interactive walkthroughs reproduce the screens step by step; written guides carry the rules and the workflows.
AThe Data page
Loading a date and shaping the fleet's day before anything is solved.
- Loading a DateThe wizard, re-import, the shared-dataset banners — and the flagged-trip triage where Drop / Continue decides what's even in the solve.
- Editing a Driver's ShiftDisable, pull-out/pull-in, garages, breaks and service stops — plus the reload rule: which edits reach the solver instantly and which need a reload.
- Funding SourcesExclusion defers whole journeys to manual dispatch — it never removes trips, and the unassigned panel becomes the hand-dispatch worklist.
- Editing a Driver's Shift — written companionThe written companion to the shift-editing walkthrough above, covering the same rules as prose.
BBefore you solve
Choices made in the run dialog, and what happens while a solve runs.
- Manual SchedulingEmpty baseline → hand assignments (which auto-pin — Pin all is redundant) → MediRoutes → commit → extend with the solver.
- Choosing the SolvePartial-day vs full-day (judge by morning coverage), region scope, and the New solve vs Re-solve from baseline decision table.
- Staging the Day by RegionSolve one region, commit and transcribe it, then re-solve with “Keep a region, expand the rest” — shown as the timeline it really is.
- While a Solve RunsThe progress screen, why everyone converges on one run, and what the failure and cancelled cards mean.
CThe Schedule tab
The bulk of daily use: reading the screen, placing trips, editing the plan, committing.
- Reading the Schedule ScreenBanner colours (amber = review, red = do not dispatch), the metrics pills, who can press what, and the layout toggle.
- Assigning a TripThe three-panel move: pick the van, pick the trip, and the one button where they meet — with auto-pinning and the force path.
- Splitting a PairSever a long-haul pair so two drivers can share the day — the legs stay put, they just stop travelling together. Immediately.
- The Region & Time FilterOne filter scopes vans, map and unassigned rides together — removed, not dimmed, and the state lives in the URL.
- Swap, Reorder & UnassignSwap trades complete manifests; a reorder's sequence doesn't survive a re-solve; retimes do; unassign-all removes pins too.
- The Edit Confirm DialogValidate → confirm → apply; what expands with your edit, forcing with a recorded override, what can't be forced, and reason tags.
- Commit & the WorklistCommit makes the baseline; Changes is the MediRoutes retranscription worklist with ticks that gate the next commit.
- Getting the Schedule into MediRoutesWritten companion to Commit & the Worklist — the retranscription checklist end to end.
- The Feedback PageWho changed what and why, forced-override attribution, and the weekly triage loop your reason tags feed.