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Shuttle Management

Shuttle profiles represent the yard drivers who receive and complete work tickets. Each shuttle has an on-duty status, capability tags, and a tracked position based on their last completed ticket.

Shuttle profiles are managed in the Shuttles panel of the Dispatch screen (the Dispatch item in the main navigation, available to Admin and Dispatch roles). That screen also holds the live Dispatch Queue and, for Admins, the Dispatch Settings panel.

Creating a Shuttle Profile​

In the Shuttles panel, an Admin user can create a profile for any user who has the Shuttle role in User Management.

To create a profile, provide:

  • Email — Must match the user's Cognito login email (case-insensitive)
  • First Name / Last Name — Optional, for display purposes
  • Capabilities — Tags describing what this shuttle can do (e.g. "hazmat", "oversize")
Setup First

Before a shuttle profile can be added, the user must already belong to your organization with the shuttle role. See User Management for more details.

Capabilities should also be created before than can be assigned to a shuttle profile.

On-Duty / Off-Duty Toggle​

Shuttles must be on-duty to receive automatic ticket assignments. The toggle can be set in two places:

  • The shuttle driver themselves — from the on-duty toggle in their own toolbar (no need to open the Dispatch screen)

toggle

  • An Admin or Dispatch user — from the Shuttles panel on the Dispatch screen, to manage the fleet

Going On-Duty​

When a shuttle toggles to on-duty, a dispatch cycle runs immediately. If there are tickets waiting in the queue that match the shuttle's capabilities and capacity, they may be assigned right away.

Going Off-Duty​

When a shuttle toggles to off-duty:

  • To Do tickets (not yet started) assigned to this shuttle are automatically unassigned and re-queued for other shuttles
  • In-progress tickets remain assigned — the shuttle has working context and should complete them
  • A dispatch cycle runs to reassign the re-queued tickets to other available shuttles

Capabilities​

Capabilities are tags that describe what a shuttle can do. They are used for matching: a ticket with required capabilities can only be dispatched to a shuttle whose capabilities include all of them.

For example, a ticket requiring ["hazmat", "oversize"] will only be assigned to shuttles that have both the hazmat and oversize capabilities.

See Capabilities & Priority for how to define capability tags for your organization.

Position Tracking​

A shuttle's position is automatically updated when they complete (close) a ticket that has a destination location. This position is used by the dispatch algorithm to calculate proximity — closer shuttles are preferred for nearby tickets.

Active Ticket Count​

Each shuttle profile tracks how many tickets are currently assigned to them. The dispatch algorithm uses this to balance workload — shuttles with fewer active tickets are preferred.

The maximum number of concurrent tickets per shuttle is configurable in Admin Settings (default: 5).