ROLO Operations System
Lesson 5: Auto-Dispatch Setup (Rules, Scoring, and Safe Activation)
This lesson defines how ROLO moves from manual dispatch to controlled automation. The goal is to increase speed and efficiency WITHOUT losing service quality or control.
ROLO Rule
Auto-Dispatch supports dispatch — it does not replace thinking. Start controlled, test, then scale.
Step 1: Start in Assisted Mode (Not Full Auto)
What to do
- Enable Auto-Dispatch in suggestion/assisted mode only
- Require dispatcher approval before assignment
- Do NOT enable full automatic dispatch initially
Why this matters
This allows ROLO to test system logic without risking bad assignments. Full automation too early will create service failures.
Step 2: Define Driver Working Areas
Where: Driver Setup / Auto-Dispatch Settings
What to do
- Assign each driver a primary geographic working area
- Use:
- Radius (simple setup)
- OR zone-based areas (more advanced)
- Align areas with real driver behavior
Why this matters
Prevents drivers from being assigned jobs far outside their normal territory, reducing inefficiency and delays.
Step 3: Configure Auto-Dispatch Scoring
Key Scoring Factors
- Proximity Score: Closest driver to pickup
- Vector Score: Driver moving in correct direction
- Cargo Capacity: Driver can handle load
- Driver Preference: Trusted or priority drivers
- Tech Score: MobileTek / GPS enabled drivers
- Route Impact: Does this assignment break an existing route?
What to do
- Prioritize proximity + route direction first
- Layer in capacity rules
- Add preference scoring for top drivers
- Enable route impact protection if available
Why this matters
Good scoring makes Auto-Dispatch smarter than manual dispatch. Poor scoring creates inefficient routes and service failures.
Step 4: Set Service + Vehicle Matching Rules
What to do
- Ensure orders only match drivers with correct vehicle type
- Restrict:
- White Glove → 2-Man teams only
- Medical → approved drivers only
- Large freight → box trucks only
- Prevent invalid assignments
Why this matters
This protects service quality and prevents failed deliveries.
Step 5: Define Exception Rules
What to do
- If no qualified driver → send to dispatcher queue
- If no GPS visibility → do NOT auto-assign
- If route would create lateness → block assignment
- If order is high-value or sensitive → require manual review
Why this matters
Exception rules prevent automation from making bad decisions in edge cases.
Step 6: Test Auto-Dispatch with Live Orders
What to do
- Run Auto-Dispatch in assisted mode
- Compare:
- System suggestion vs dispatcher decision
- Track:
- Assignment accuracy
- Route efficiency
- On-time performance
- Adjust scoring rules as needed
Why this matters
This step fine-tunes the system before full automation.
Step 7: Gradually Increase Automation
What to do
- Start with low-risk orders:
- Simple same-day deliveries
- Non-critical shipments
- Monitor results daily
- Expand to more order types over time
- Keep manual override always available
Why this matters
Automation should grow with confidence, not all at once.
Lesson 5 Completion Standard
Auto-Dispatch is considered properly set up when assignments are accurate, routes remain efficient, and dispatchers maintain full control with minimal manual correction.