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Agents

Localization

The documentation provides a description of the interface in Russian.

Agents perform work tasks and are used in creating route plans. Agents can be mobile employees (for example, operators and couriers), special vehicles, etc.

Before creating agents, create an agent template or select an agent type from pre-filled templates. A template contains a set of attributes that are specified when creating an agent. You can create agents during the process of creating a plan.

With the Main administrator and Company administrator roles, you can work with agents on the Management → Agents tab:

With the Dispatcher role, you can view the list of agents and their information.

Working with agents

Creating an agent​

  1. Go to the Management → Agents tab.

  2. Click Add agent.

  3. Select an agent template.

  4. Specify agent main data, which depend on the selected template:

    Creating an agent

    • Name: unique agent identifier. The field may have a different name depending on the agent template, for example, Identifier.

    • Transport: agent transport type. The field may have a different name depending on the agent template.

    • Location source: click Add source and select one of the location source types:

      • Application: select a user who uses the mobile application and will be linked to the agent.
      • EGTS tracker: to link the device to the agent, use the 2GIS GeoFlow solution along with 2GIS Logistics. In the common web panel, administrators will be able to track agent location.

      You can select multiple location sources for one agent, but each source can only be linked to one agent at a time.

      To add a source, click Add source. To delete a source, click Cross icon next to it.

  5. Specify other attributes, which depend on the agent template.

  6. Specify the agent work schedule:

    Creating an agent

    • Time zone: time zone in which the agent working time is specified.
    • Working days: days of the week when the agent works.
    • Working hours: time interval when the agent works. To add a working interval, click Add interval and enter the time. To delete an interval, click Cross icon next to it.
    • Hard time window: select the checkbox if the agent can work only at the specified time. If the parameter is specified, the agent cannot be assigned a task earlier or later.

  7. Click Save.

Viewing agent information​

  1. Go to the Management → Agents tab.
  2. Open the agent card. You can search agents by identifier and filter them by agent type (template).

The agent card displays:

  • Main data:

    • Name: unique identifier specified when creating the agent. The field may have a different name depending on the agent template: for example, Identifier.

    • Transport: transport type specified when creating the agent. The field may have a different name depending on the agent template.

    • Location source: sources used to collect agent location data (a mobile application or a tracker).

      • Application: name of the user who uses the mobile application and is linked to the agent.
      • EGTS tracker: name and unique identifier of the device. Displayed if you use the 2GIS GeoFlow.
      • Signal: current GPS signal status on the agent's location source.
      • Last activity: time the agent was last active. For agents using the mobile application, it is the time of the last sign-in to the mobile application. For agents using a tracker, it is the time when location data was last obtained.
      • View movement history: click to open the agent's current location and movement history on the map.

    • Creation date: date and time the agent was created.

    • Last modified: date and time the agent's information was last updated.

      Here other attributes may be displayed if they were specified in the agent template.

  • Work schedule:

    • Hard time window: displayed if was specified when creating an agent.
    • Days of the week: days of the week when the agent works.
    • Working hours: time when the agent works.

Editing agent information​

You can edit the main data, the work schedule of agents, and other attributes which depend on the agent template.

  1. Go to the Management → Agents tab.
  2. In the agent row, click Agent menu icon and select Edit.
  3. Apply changes to the agent information.
  4. Click Save.

Duplicating an agent​

  1. Go to the Management → Agents tab.
  2. In the agent row, click Agent menu icon and select Duplicate.
  3. (Optional) Specify new agent parameters.
  4. Click Save.

Deleting an agent​

warning

An agent will be removed from route plans and tasks. You cannot restore a deleted agent.

  1. Go to the Management → Agents tab.
  2. In the agent row, click Agent menu icon and select Delete.
  3. Confirm the deletion.