How to manage Custom Movements (Transfers) in Connecteam

The Depot or Operations Manager will be responsible for coordinating all sorts of movements - bag movements, shuttle runs, vehicle relocations, and custom shuttles.  

How to set up  Custom Transfers in Odyssey

• In Odyssey, Custom Transfers can either be managed from the
• Main Menu | Tour | Movements | Custom Transfer | View Full Month, or alternatively from the
• Main Menu | Depot | Diary | Custom Transfer Movements (select your trail and date from the RHS)

This view shows all of the custom shuttle movements for this month, learn more about Custom Shuttles here

Notes:

• In our example, some transfers have already been pushed to Connecteam, indicted by the small blue icon next to the vehicle/driver name
• Any custom transfers which have already been assigned to an external transfer operator can be ignored, as they will manage their own staff rostering.  We are only assigning our "own" company's movements to Connecteam

• We are looking for records which haven't yet been assigned a driver, to push the record to Connecteam.  (These records will be in a peach coloured field)

• Try clicking the Push to Roster button; if it works the Connecteam Icon will appear.  
• If it doesn't push, it may be that some more detail is required in your custom movements settings, e.g. has the Duration been entered?  How long will it take to move from the Start Location to the End Location?  Enter that amount of time into the Duration field.  Click the button to Push to the Roster from there.  

• Driver notes, a driver name, or a vehicle could also be added in Odyssey prior to pushing to Connecteam

In Connecteam

• This custom shuttle run has  has now been pushed to the Connecteam Roster.
• It will appear as an unassigned shift, as the driver had not been assigned in our example

• Note that the custom transfer is shown in green, where as briefings for example, are in red
• Click once on an entry in Connecteam to see the details

Assign this custom transfer to a team member, by dragging it from the unassigned shift, to one of the drivers.

• This custom transfer is currently unpublished, so that the Depot Manager can review and confirm the rostering schedule.  This process is known as Publishing.
• Once the Depot Manager has reviewed the Rostering schedule, they can publish each shift, or click Publish at the top RHS

• Back in Odyssey, we can now see that Anna has been assigned this Custom Transfer