Service Dispatch
OBJECTIVE
The Service Dispatch function is a planning tool use to dispatch current calls to employees for a given date.
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The Service Dispatch function does not display Work complete calls, contrary to the Call Dispatch function. |
PREREQUISITE
Steps
Dispatch a Call
- Select a display type.
You can display a single employee, customer or area based on the type of display selected. Simply select the employee, customer or area from the corresponding field.
These various icons display only the desired calls, which are either calls that have not been dispatched, dispatched calls, completed calls or order calls (calls with which a Catalogue Order is associated).
The Select a Date icon lets you determine the starting date for displaying the schedule.
You can change the display of the schedule by clicking the Select a Date icon. Clicking this icon lets you display one, two, three or more days based on the date entered earlier.
- Click on a call and drag it to the desired location in the dispatch grid.
You can close a call by selecting it from one of the lists and clicking the icon:
- Confirm and complete the Time field.
- Complete the Empl. No. field.
- Click Save.
To ensure the List of Technicians is available, an employment category must be created in Define Work Categories and this category must be selected in the employee’s record.
You can configure colours based on the urgency of calls by clicking the Configuration icon.
See also
