Rostering

Introduction

The Rostering Module is the central planning engine used to create, optimize, and manage employee transportation routes. It helps transport administrators organize passengers into trips, create route plans, assign vehicles and drivers, optimize pickups and drops, and manage daily transportation operations.

The module supports shuttle services, regular employee transport, ad-hoc bookings, and route optimization using passenger locations and operational constraints.

Accessing the Rostering Module

  1. Login to the Admin Console.
  2. Open the Main Menu.
  3. Navigate to Operations.
  4. Click Rostering.

The Rostering Dashboard will open.

Purpose of the Rostering Module

The Rostering Module helps administrators:

  • Create transportation plans
  • Organize passengers into trips
  • Generate optimized routes
  • Assign vehicles and drivers
  • Manage shuttle services
  • Manage ad-hoc transportation
  • Monitor trip status
  • Optimize fleet utilization

Rostering Dashboard Overview

The Rostering screen consists of four primary sections:

  • Space Selector: Displays available transportation spaces.
  • Trip Status Tabs: Displays Draft, Confirmed, and Ready trips.
  • Passenger Queue: Displays unplanned passengers awaiting assignment.
  • Route Map: Displays optimized routes and passenger locations.

Understanding Transportation Spaces

A Space is a transportation planning container that groups trips based on a common schedule and purpose.

Examples:

  • Evening AM Logic
  • JMD Pickup
  • AM Logic Shift 1

Selecting a Space

  1. Click the Space dropdown.
  2. Select the desired space.
  3. The roster refreshes automatically.

The system displays all trips associated with the selected space.

Creating a New Space

  1. Click + Create Space.
  2. Select the transportation type.
  3. Enter required details.
  4. Click Create Space.

Available Space Types

  • Shuttle to Work: Used for fixed shuttle services transporting employees to the workplace.
  • Shuttle to Home: Used for fixed shuttle services transporting employees home.
  • Adhoc Home to Work: Used for temporary employee pickup requests.
  • Adhoc Work to Home: Used for temporary employee drop requests.
  • Regular Home to Work: Used for daily employee pickups.
  • Regular Work to Home: Used for daily employee drops.

Space Configuration

When creating a space, administrators must configure:

  • Office: Select the office location.
  • Shift: Select the associated work shift.
  • Space Name: Enter a unique space name.
  • Date: Select the roster date.
  • Pickup Time or Drop Time: Based on transportation type.
  • Notes: Optional operational comments.

Understanding Roster Information

The top section displays:

  • Office: Associated office location.
  • Roster Type: Type of transportation plan.
  • Pickup Time: Scheduled pickup or drop time.

Trip Status Tabs

Trips are organized into different workflow stages.

  • All: Displays all trips.
  • Draft: Trips that are planned but not finalized.
  • Confirmed: Trips that have been approved.
  • Ready: Trips that are ready for dispatch.

Passenger Queue

The Awaiting section displays passengers who are not yet assigned to a trip.

Information Available

  • Passenger Name
  • Pickup Address
  • Location Information

Creating Route Plans

The system can automatically generate route plans.

Steps

  1. Click Make Plan.
  2. Configure planning parameters.
  3. Click Create.

The system generates optimized trips automatically.

Route Planning Options

  • Maximum Passengers Per Vehicle: Defines seating capacity during route generation. Example: 3 Passengers Per Vehicle
  • Number of Vehicles: Defines the number of vehicles available. Example: 8 Vehicles

Advanced Route Planning

Advanced options may include:

  • Vehicle Capacity
  • Route Optimization Rules
  • Distance Constraints
  • Pickup Window Constraints
  • Vendor Restrictions

Understanding Trip Cards

Each trip card displays:

Trip Name

  • Example: 1_D_Spt_Danda Nooriwala

Route Information

Displays:

  • Distance
  • Duration
  • Passenger Count
  • Vehicle Count

Trip Status

Examples:

  • New
  • Completed
  • Draft

Passenger Information

Each trip displays assigned passengers.

Information Available:

  • Passenger Name
  • Pickup Address
  • Pickup Time

Viewing Route Maps

The Route Map displays:

  • Pickup Locations: Passenger pickup points.
  • Route Lines: Optimized travel paths.
  • Destination: Final drop location.
  • Passenger Clusters: Grouped passenger locations.

Understanding Map Markers

Different colored markers represent different transportation points.

  • Passenger Pickup Locations: Displays employee pickup addresses.
  • Destination Points: Displays office or drop locations.
  • Route Paths: Displays optimized trip routes.

Creating a Trip

Steps

  1. Open a Draft Route.
  2. Review passenger assignments.
  3. Click Create Trip.

The trip will be generated.

Updating a Trip

Steps

  1. Open the trip.
  2. Review route details.
  3. Click Update Trip.
  4. Save changes.

Trip Actions Menu

Each trip contains additional actions.

Available Actions

  • Assign Vehicle: Assign a vehicle to the trip.
  • Assign Driver: Assign a driver to the trip.
  • Send Message: Send notifications to passengers or drivers.
  • View Trip: Open complete trip details.

Assigning a Vehicle

  1. Open Trip Actions.
  2. Select Assign Vehicle.
  3. Choose a vehicle.
  4. Save.

The vehicle becomes linked to the trip.

Assigning a Driver

  1. Open Trip Actions.
  2. Select Assign Driver.
  3. Choose a driver.
  4. Save.

The driver becomes assigned.

Sending Messages

Administrators can notify:

  • Passengers
  • Drivers
  • Operations Teams

Common Uses:

  • Pickup reminders
  • Route updates
  • Vehicle assignment notifications

Viewing Trip Details

The View Trip option provides:

Route Information:

  • Distance
  • Duration
  • Passenger Sequence

Vehicle Information:

  • Assigned Vehicle
  • Driver Details

Passenger Information:

  • Pickup Order
  • Address Details

Saving Trips

When route changes are completed:

Steps

  1. Click Save.
  2. Review confirmation message.
  3. Click OK.

The updated trip is saved.

Trip Optimization Benefits

The Rostering Module automatically helps:

  • Reduce Distance: Optimized routing reduces travel distance.
  • Reduce Vehicles: Improves vehicle utilization.
  • Reduce Cost: Minimizes fuel and operational expenses.
  • Improve Passenger Experience: Reduces travel time.

Common Rostering Workflow

Daily Planning Process

  1. Select Space.
  2. Review passenger queue.
  3. Click Make Plan.
  4. Configure vehicle capacity.
  5. Generate routes.
  6. Review draft trips.
  7. Assign vehicles.
  8. Assign drivers.
  9. Save trips.
  10. Confirm trips.
  11. Move trips to Ready status.

Best Practices

Always verify:

  • ✓ Office Selection
  • ✓ Shift Selection
  • ✓ Pickup/Drop Time
  • ✓ Passenger Assignments
  • ✓ Vehicle Capacity
  • ✓ Route Optimization
  • ✓ Driver Assignment
  • ✓ Vehicle Assignment
  • ✓ Trip Status
  • ✓ Passenger Communication

Common Use Cases

  • Employee Transport: Daily employee pickup and drop planning.
  • Shuttle Services: Fixed shuttle route management.
  • Adhoc Transportation: Temporary transport requests.
  • Route Optimization: Automatic route generation.
  • Fleet Planning: Vehicle allocation and utilization.

Module Summary

The Rostering Module serves as the transportation planning and route optimization engine of the platform. It enables administrators to organize passengers into trips, automatically generate optimized routes, assign drivers and vehicles, manage shuttle and ad-hoc transportation services, and efficiently execute daily transport operations while minimizing cost and maximizing service quality.