Send Trips to History

The purpose of this article is to explain how and why to send your completed Trips to History. Trips can be sent to History from two places, "Dispatch" which is useful when sending one at a time, or from "Trip Dashboard", where you can still send one at a time but is most convenient to use if sending Trips in batch/bulk, both options are described below.

Sending Trips to History keeps your work queue clean and keeps your system working fast and efficient. In addition, by maintaining a clean work queue, it makes it easier to work with your on hand Orders and Trips. Sending Trips to History is also beneficial for your Drivers, as it keeps your Drivers Trip selection screen cleaner.

 

For more in-depth steps, please refer to the following:

• To know how to Restore a Trip from History see the Restore Trips in History article.

Quick Look:

Sending From Dispatch

• Start at "Daily Work" > Select "Dispatching"
• Select "Trips" Tab > Locate Trip > Hover over Trip
• Click "Send to Hist" button
• Click "OK" > Click "OK"
  

Sending From Dashboard

• Start at "Dashboard" > Select "Trip Dashboard"
• Select Trip(s)
• Click "Send to History" button 

Sending From Dispatch 

Note: When sending from "Dispatch" you can only select one Trip at a time

1. Beginning with Daily Work select Dispatching.

2. Then select the Trips tab.

3. Locate the Trip you want to send to History, hover over the Trip then click on the Send to Hist button. 

4. Now click on the OK button. 

5. Lastly, confirmation the Trip was Sent to History appears, click the OK button.

Your Trip is no longer in your working queue and is now in History.

Sending From Dashboard

Reminder: When sending from "Dashboard" you can select by Batching/Bulk.

1. Beginning with Dashboard, select Trip Dashboard.

2. Select the Trip/Trips you want to send to History by clicking on them.

3. Now you can click on the Send to History button located at the bottom right of the screen.

4. Lastly click the Ok button on the Are you sure? confirmation box.

a. Confirmation appears in the upper right corner of your screen:

 Your Trip is no longer in your work queue and is now in History.

This concludes the steps of how to send Trip to History.

If you have any questions, you can contact us at [e-mail] or call 760-267-9040