Setting the owner of a schedule

The owner of a schedule (driver/vehicle pairing on a specific day) is the TransMaS user responsible for managing it. Schedules can be filtered by owner in scheduling screens including the Scheduler and Traffic Sheet.

There are three ways to set the owner of a schedule:

• The user of a manually created schedule will be its owner.
• A driver's manager will be the owner of any of that driver's automatically created schedules.
• Settings within each individual schedule allow you to set or change its owner.

How to set a default owner of a driver's schedules

1. Open the Driver Profile: Go to Settings, select Drivers under Scheduling Settings, and click on the driver whose profile you want to open.

   OR

   Right click on a driver in the scheduling screen and select View Driver Profile

2. In the Personal Tab, look for the Managed by drop down.
3. Select a user
4. Click Update

All future auto-scheduled schedules for that driver will now have the selected user as the owner.

How to change owner of an individual schedule

1. Open the Schedule View screen. You can reach this screen from a number of places with the most common being:
   • Scheduler Screen, click on the schedule to view details.
   • Open Orders, click on the assigned driver to view their daily work.
2. Click Owner in top right of box
3. Select email address of correct person
4. Click Update