Create a Shift

This page walks you through creating a shift: name and times, draw the delivery area, save a draft, then Activate or Schedule when it should go live. On this wizard the split button reads Activate. Schedule is the item on its caret. Publish is not the label of that button.

Where to find it: Roster › Roster Management. On the shift list, click Create – the button with the plus icon.

Set places first: Warehouses.

Step 1: Fill in the basic info

Creating a shift takes three steps: Basic Info, Shift Range, Assignment Rules. Step 1 is Basic Info.

On this step: Roster › Roster Management › Create, which lands you on step 1 Basic Info of the create-shift wizard.

1. Shift Name: required. Use a name the team already uses (for example NSW AM1).
2. Delivery Time: fill in the start and end times. Orders join this shift only if their window sits inside this range and the address is inside the area you draw in step 2.
3. Cut Time: when orders are pulled into planning for this shift. Set it before the delivery start time. The field is disabled until Delivery Time is filled, and shows Set the delivery time first underneath.
4. Click Next at the bottom-right to move on to step 2. Save Draft sits beside Next. If the delivery time is incomplete, Next stays on this step and shows Please select delivery time.

Full details: to change shift name, times, or cut time after creation, see Plan Your Weekly Roster.

Step 2: Draw the delivery area

Step 2 is Shift Range. On this step you use map tools to draw the shift's service area, and Sendit Go turns it into a postcode list. Only orders whose delivery address falls inside this area and within the shift's time window get scheduled onto this shift.

On this step: Step 2 Shift Range of the create-shift wizard.

The four small steps: open the range editor → draw a delivery zone (and optionally an exclusion zone) → confirm the postcodes → save. Each is covered below.

The empty Delivery Range card

Step 2 opens with an empty Delivery Range card. The map says No delivery area defined yet. Click "Edit" to draw your delivery zone on the map.

1. Map Range: after you save an area, this view shows the blue delivery area with the warehouse inside. Selected by default.
2. Covered Postcodes: the other view, which lists every suburb and postcode the area covers.
3. Edit (top right): the pencil button. Click it to open the full-screen range editor – that editor is where the real work of Step 2 happens.

Next at the bottom of the wizard is disabled at this stage; resting the pointer on it shows Please draw at least one delivery zone. You need at least one blue delivery zone before you can move on.

Open the range editor

Click Edit to open the full-screen Select Delivery Range window. The map centres on the fleet's warehouse so you can draw against familiar streets.

1. Draw Delivery Zone: the blue drawing tool for the area you do deliver to. Click it to enter blue drawing mode.
2. Draw Exclusion Zone: the orange tool for cutting a block out of a blue area (for example a remote mountain, a gated estate). Click it to enter orange drawing mode.
3. View Warehouses: a toggle that lists the fleet's warehouses. Pick one and the map flies to it. The orange truck pin on the map is the warehouse itself.

The banner along the top reads Use map tools to draw delivery areas. Blue zones indicate service coverage, orange zones indicate exclusions. Click on an existing zone to edit it. The right side of the toolbar also has:

• Delivery Zone (blue dot) / Exclusion Zone (orange dot): the legend showing what each colour means.
• Clear Map: wipes every zone off the map so you can start again.

Top-right buttons zoom in / out and recentre the map.

Draw a blue delivery zone

Click Draw Delivery Zone to enter blue drawing mode, click points on the map to draw a polygon, and double-click to close and finish the shape.

• Click to add a vertex: every click drops a vertex and the line updates live.
• Finish: double-click to close the polygon; it fills with a translucent blue.
• Tweak the shape: drag any vertex to nudge the boundary; drag an unwanted vertex right off the map to delete it.
• Multiple blue zones: a single shift can have several blue zones, for example two neighbouring but disconnected suburbs.
• Cancel the current shape: press Esc to abandon a polygon that isn't finished yet.

Once at least one blue zone exists, Next at the bottom lights up.

Add an orange exclusion zone (optional)

If part of the blue area isn't serviceable – a remote mountain, a private road inside a housing estate – click Draw Exclusion Zone to enter orange mode, and draw the block you want cut out.

1. The blue delivery zone: what you drew first.
2. The orange exclusion zone: the part cut out of the blue zone. As soon as you finish the orange polygon, Sendit Go recalculates the effective area.
3. Effective Coverage: the legend picks up a new dashed-purple entry called Effective Coverage – the blue-minus-orange result, which is the area that actually takes orders.

Made a mess of it? Clear Map wipes every zone off the map so you can start over.

Once the area is ready, click the blue Next at the bottom-right to move on to the postcode confirmation step.

Confirm the postcodes

The next screen is Confirm Delivery Range. The map switches to a purple cropped preview of the effective area, and the panel on the right lists every suburb and postcode Sendit Go worked out. The banner along the top reads Map information generated. Please confirm the covered postcodes.

1. Selected Postcodes: the panel header and total (for example Contains 3 areas). The search box below lets you type a Suburb name or Postcode to jump to a row.
2. Suburb rows: each row shows the suburb (for example Greystanes) and the matching postcode (for example 2145), with a Remove link on the right.
3. Save: click the blue button to save. To tweak the polygon, click Previous at the bottom-left to go back to the map; to leave without saving, click Cancel.

Remove a suburb from the list

If a suburb is inside your polygon but you don't actually want to deliver there, click Remove on its row to drop it. The total updates immediately.

1. The total updates live: the summary under Selected Postcodes flips from Contains 3 areas to Contains 2 areas, and the row is gone from the list.

Removed one by mistake? Click Previous at the bottom-left to go back to the map, nudge the polygon so Sendit Go recomputes the suburbs – or close the window and start over.

Save and return to Step 2

Once the list is right, click Save. The editor closes and you return to Step 2 of the wizard. The Delivery Range card now holds what you just saved.

• Map Range: the default view, with the blue area next to the orange truck-pin warehouse.
• Covered Postcodes: switch to this tab for the confirmed suburbs and postcodes as a table.
• To change the area, click the pencil Edit at the top-right of the card again. Reopening jumps straight to Confirm Delivery Range so you can adjust the list without redrawing.

Next at the bottom of the wizard is now enabled. Click it to move on to Step 3, Assignment Rules.

Full details: to swap in a fresh area later, or to handle range-related edge cases (for example the same suburb served by more than one shift), see Plan Your Weekly Roster.

Step 3: Set assignment rules and go live

Click Next after the area is saved to reach step 3 Assignment Rules. This step covers which fleet runs this shift, on which weekdays, and which drivers can take it – then you send it live directly from here.

On this step: Step 3 Assignment Rules of the create-shift wizard. Previous is at the bottom-left. Save Draft and Activate are at the bottom-right.

Fields on this step:

• Rules / Exceptions: Also create this shift on public holidays, Return to Warehouse, Include Pickups. On this sample Return to Warehouse was already ticked.
• Personnel Settings reads: “Once a fleet is assigned, this shift will be dispatched to the fleet. If no driver is specified, the shift cannot be published.” The fleet in the header was SenditGo#NSW. There is no separate Assign Fleet field on this step.
• Minimum Work Hours per Route showed 2 hours and 0 minutes.
• Driver Count Limit had Unlimited ticked.
• Applicable Weekdays shows Select applicable weekdays until days are chosen. No weekday was selected, so the daily driver list was not opened.
• Schedule Color.

Activate was not clicked. Clicking the caret only opens the menu. Schedule is that menu item. It is not the same control as Activate.

Button	What it does
Save Draft	Saves a draft. This click was not run on this pass.
Activate	The main button. This click was not run, so this page does not show an activated shift.
Schedule	The caret item beside Activate. It opens the dialog below. The dialog was opened and closed with Cancel.

The dialog title is Schedule Publish, and the date field is Publish Date. Those words are still on the dialog. The wizard button itself is Activate, not Publish. Schedule in the dialog stays disabled until a date is chosen. Cancel closes the dialog without scheduling. No date was chosen, and Schedule was not clicked.

To discard the whole creation, click Back to Management at the top-left; if any field is unsaved, a prompt asks whether to discard.

Full details: for how a draft is later copied, scheduled, and published, and for editing a shift once it's live, see Plan Your Weekly Roster.

Change the shift after you create it

Change times, priority, drivers, or redraw the area on the shift's own page – there is no separate edit screen. See Plan Your Weekly Roster.

You'll know it worked when

This sample did not click Save Draft, Activate, or Schedule. A draft on the list, and the list after Activate or Schedule, were not checked.

Next steps

• Plan Your Weekly Roster: calendar, list, Copy to Draft, edit times, adjust priority, redraw.
• Assign orders on the Sendit Go Carrier Console: assign orders to drivers, or let Sendit Go auto-fill run sheets from the roster.