Understand dispatch eligibility checks

Pixie CRM guidance. Follow the route for your workspace, check your role and enabled modules, and verify the result before moving on.

Use this guide to diagnose and resolve why a driver, vehicle or job cannot be assigned.

What this guide helps you do

Troubleshoot why a driver, vehicle or job cannot be assigned. The instructions below follow the supplied module’s controller, form and model rules, including server-side validation and downstream effects.

Follow these steps

1. Go to each source record.
2. Correct the exact failed field/state.
3. Return to Dispatch and select the records again.

Fields and options

Rules and limits

• Do not bypass an eligibility failure by editing database values directly.

Check it worked

• The source record, status/history and any downstream notification, provider, POD or finance record should agree after the action.

Security, audit and operational checks

• Use the exact record and least-privilege role before changing any state.
• Verify the saved record after every action; a browser message alone is not evidence that every downstream step completed.
• Use protected document and image routes rather than exposing server filesystem paths.
• Keep customer, driver, provider, financial and credential data within the authorised workflow.
• For provider, finance, employment, transport and compliance decisions, follow the organisation’s authorised professional process.

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