How to assign vehicles, drivers and suppliers

Allocating resources in Sengerio is simple and it always works the same way for all the types of trip (quotation, booking and journey).

Let'start with drivers and assistants
Whenever you want to cover a duty with a driver (or an assistant), you will have to choose one from the availability window.

This window shows only the human resources available in the period of time occupied by that duty. If a resource does not appear it means that activity already registered overlaps, at least partially, or that the specific human resource does not have an active contract for that period.

The vehicles work exactly in the same way.

Finally, for the supplier, in the vehicles availability window, you must select Suppliers at the top, and then choose one.

There are three points within Sengerio where you can manage assignments, and you can always choose the most comfortable for you depending on the situation.

  • Form
Inside the form of a trip access the Operational tab.

Click on Assign on the duty you are interested in.
If you need to replace a resource, first remove it from the x icon, and then click on Assign.

  • Agenda
The agenda allows you to have an overview of all the duties that cover a specific day.
Just like in the form, you can click on Assign on the column of the vehicle, or of the drivers (or assistants).
To replace a resource simply click on its code (or name) and select the option Replace.

  • Scheduler
Sengerio provides you with two schedulers, one for drivers and one for vehicles, with which it is possible to have a graphic representation of all the services of a certain period, their temporal organization, and their coverage status.

As in the two previous cases, it is possible to click on Assign in the grid of the duties to cover at the bottom.
The real potential of the scheduler, however, lies in being able to drag a duty (already covered or to be covered) on any of the resources to assign it immediately.

Keep in mind that this is a generic guide and that there are other more detailed guides on each of the aspects addressed here.

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Sengerio SUPPORT | 2024