Manage deliveries, collections, and transport jobs in one place using the Driver Scheduler.

This article walks you through how to access the scheduler, allocate jobs, manage trips, use different views, and take advantage of search and filtering tools.

Topics Included in This Article

• Access the Driver Scheduler

• Understand What Jobs Appear

• Set Up Vehicles for the Scheduler

• Allocate Jobs and Manage Trips

• Move and Edit Jobs

• Use Day, Week, and Month Views

• Search and Filter Jobs

• Driver Scheduler stuck on 75% Loading Screen

• Use Additional Scheduler Tools

• FAQ

Access the Driver Scheduler

1. From the top ribbon, click Depot and then click View.

   

    

2. Enter your normal Syrinx username and password and press OK.

   

    

3.  The Driver Scheduler will open.

   

Understand What Jobs Appear

The Driver Scheduler displays all jobs linked to transportation, including:

• Hire Delivery

• Hire Collection

• Hire Exchange

• Site Movements

• Advice Note Delivery

• Purchase Order Collection

• Customer Service Job Collection

• Customer Service Job Delivery

• Contract Servicing

• Miscellaneous Jobs

If the job you are looking for isn’t displayed, make sure Requires Delivery/Collection is ticked on the relevant screen.

Set Up Vehicles for the Scheduler

The top section of the scheduler is transportation vehicles. To add vehicles, they need to be created as hire items.

1. Create the vehicle as a Hire Item.

2. Open the Misc tab.

3. Tick Include in Driver Schedule.

4. Save your changes.

To set the default vehicle against a member of staff:

1. Go to Staff > Staff Members.
2. Search for the person.
3. On the main screen, choose the Vehicle.
4. Save your changes.

Allocate Jobs and Manage Trips

The bottom section is unallocated jobs.

To see more information:

1. Click on an unallocated job in the bottom section.

2. Review the job details in the Properties page on the right-hand side.
   

If you need to change anything on the contract, click Open in Syrinx. This opens the job in the main system so you can make changes.

To allocate jobs to drivers/vehicles:

1. Drag the job from the unallocated jobs list.

2. Drop it onto the relevant vehicle in the top section.

Once you have dragged jobs up, you will notice a black line. This is called a trip.

1. Click the trip to see more information.

2. Assign a driver (drivers can be preset up with default vehicles).

3. Set the load and unload jobs (if enabled).

4. Review the total weight of the delivery and the safe working weights, if set against the vehicle.

Move and Edit Jobs

You can move jobs to different days.
 

1. Click the job in the bottom section.

2. In the Properties page, click the arrow next to the date.

3. Change the date.

You can create Misc Jobs.

These can be customer, supplier, or other visits. It may be that you want to send the driver to a customer to collect something or the vehicle may be off the road for maintenance.

Use Day, Week, and Month Views

The schedule view currently provides three different views to the user: Day, Week, and Month. Changing the view is accessed via the navigation bar.

Day View

• Day view is the only view where you can edit information relating to the jobs and trips.
• In Day view, you can drag and resize jobs.
• Trip information is shown in Day view.

Week View

• Week view shows jobs slightly differently and does not show the trips.
• In Week view, you cannot drag or resize any jobs.
• The number of days displayed in Week view can be changed via a system option to exclude or include weekends, or to just include Saturday.
  
  

Month View

• Month view shows jobs in a different manner and does not show trips.
• In Month view, you cannot drag or resize any jobs.
• Each day will only show a max of one job. Use the arrow to expand and show all jobs for that day.

Search and Filter Jobs

You can now search for jobs in the time period they are viewing on the schedule and jobs list by using the search button next to the Add section at the top. The search screen shows all jobs within the time period you are scheduling for, as well as the time period used for the job list (which can now be a set date range).

1. Click the Search button next to the Add section at the top.
   

In this example, it shows scheduled jobs for the 3rd August and unallocated jobs between 1st June – 3rd August.

Highlighting a job and pressing OK will instantly highlight that job on the schedule or the jobs list. The list offers fully integrated filtering and search functionality. To filter on a particular column, press the filter button. In this example, the filter is applied to the Doc Type column and allows selecting individual Doc Types or specifying rules for which rows to show.

Or if a more general search is required, use the Search Term box at the top to type in what you want to search for.

• If the search term contains a space, surround the search terms in double quotations. For example, to find all jobs for the customer John Abbott Ltd, type "John Abbott Ltd".

• If you omitted the double quotations, the search would return all jobs that contained the words John or Abbott or Ltd.

Driver Scheduler stuck on 75% Loading Screen

This guide will provide you with troubleshooting steps on how to resolve the driver scheduler getting stuck at 75%.

1. Open File Explorer
    
    

2. You will need to go into location and delete the folder in there below. 

   C:\Users\%USERNAME%\AppData\Local\IsolatedStorage
    
    

3. Open Driver Scheduler which should now allow you to access it.
   

If the issue still occurs after doing the deleting the isolated Storage.

1. Open File Explorer and go into C:\ProgramData\Higher Concept\SyrinxSP v4 and rename the Driver Scheduler. 
   
    

2. Run the SPV4 installer again which will reinstall Syrinx and create the new driver scheduler folder
    
    

3. Log in to Syrinx and load the Driver scheduler, which should now launch successfully.
    

Use Additional Scheduler Tools

Add a New Trip

You can also add a new trip by dragging a New Trip down.  When you add a new trip this will create a new vehicle check that will need to be completed on the app. This could be used if the driver is changing mid shift (vehicle checks need to be created and enabled in the configuration).

Bring Forward

The Bring Forward button will bring forward any unallocated jobs to the present day. There is a number of days that this will look back. This is set in the configuration.

Map

The Map button in the unallocated section will show on a map where the jobs are. You will be limited to the number of points that is displayed. Google Maps allows around 23 different waypoints.

Column Controls

All the columns can be resized, filtered, and moved around.

View-Only Access

You can allow users to view the driver scheduler but not amend it.

More Information / FAQ

Why can’t I edit jobs in Week or Month view?

Only Day view allows editing. Week and Month views are display-only and do not show trips.

Why isn’t my job appearing in the scheduler?

Make sure Requires Delivery/Collection is ticked on the contract or document.

Why do I need quotation marks in search?

Without quotation marks, the system searches each word separately. Quotation marks ensure the exact phrase is searched.

What happens when I add a new trip?

A new vehicle check is created in the Driver App and must be completed in the app. Vehicle checks must be created and enabled in the configuration.

Can I prevent users from editing the schedule?

Yes. You can allow users to view the driver scheduler but not amend it.