How to Use Bulk Actions in Dispatch Planner

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Overview

Bulk Actions is available to all Dispatch Planner users at no additional cost. Six operations are supported: | cells | |---| | cells | | cells | | cells | | cells | | cells | | cells |

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Before You Start

Before using Bulk Actions, confirm the following:

• You have access to Loads and Trips > Dispatch Planner v2. All authenticated Alvys users can access Dispatch Planner v2.
• The trips you want to act on are visible in the Trips table and are in a status eligible for the operation you intend to apply (see the table in Overview above).

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How to Use Bulk Actions

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Select trips

1. Navigate to Loads and Trips > Dispatch Planner v2.
2. In the Trips table, select trips using the checkbox column:
3. Click a checkbox individually to select a single trip.
4. Shift-click a second checkbox to select all trips in the range between the two.
5. Click the checkbox in the column header to select all trips on the current page.

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Apply an operation

1. Once trips are selected, a bulk action header appears above the Trips table. Click the Actions menu in that header.
2. Choose the operation you want to apply.
3. Confirm in the modal. Bulk Actions applies the change to every selected trip.

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Using Bulk Actions with Find Drivers

When choosing Find Drivers, a driver selection table appears at the bottom of the screen.

1. Select a driver from the bottom table.
2. Take the assignment action from the side panel.
3. The action applies to all selected trips at once.

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Result

After the operation runs, a success or failure toast appears at the bottom of the screen. If the operation failed for some trips but not others, the toast shows per-trip detail so you know exactly what went through and what did not.

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FAQs

Q: Who has access to Bulk Actions? A: All users with Dispatch Planner v2 access. There is no additional cost and no special role required. Q: Can I select trips across multiple pages? A: The select-all checkbox in the column header selects all trips on the current page. To act on trips across pages, apply the operation page by page or use column filters to narrow the Trips table to the set you want to act on. Q: What happens if an operation fails for some trips but not others? A: The result toast shows per-trip detail for partial failures. Successfully updated trips keep their new status; trips that failed are unchanged. Q: Why doesn’t an operation appear in the Actions menu? A: Operations are shown based on the eligible statuses of your selected trips. If the trips you have selected are not in a status that supports a given operation, that operation will not appear. Check that the selected trips are in the correct status for the action you want to take (see the Overview table above).

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Go Deeper

• Dispatch Planner overview
• How to Dispatch a Load