Configuration – Work Order Dispatch

OBJECTIVE

The Configuration icon in the Work Order Dispatch window allows the user to customize, by dispatch template, the functionality and display of the dispatch work order.

This configuration is saved by Dispatch Template selected and by user.

 

STEPS

maestro* > Projects > Work Orders > Processing > xxx

 

Configure the “Work Order” options

1. In the Work Order Dispatch window, click on the Configuration icon.
2. Click on the Dispatch Grid and customize the configurations in the Work Order tab.

Field	Action
Status if dispatch is deleted	Select the status from the following choices: Reserved Opened Confirmed Approved Final App.
Status used on non-dispatched W/O	Check the status box(es) used on non-dispatched work orders.
Action on double-click of a work order dispatch	Select the action to take from the following choices: Ask User Edit Dispatch Open the Work Order Open the Work Order Inquiry

3. Check the “Display Purchase Orders” box Concerning Service Calls and Work Orders to display purchase orders.
   • Orders linked section:

Field	Action
Display only open orders	Check the box to display only the open orders from a service call and work order.
Display open and received orders	Check the box to display the open orders and received orders from a service call and work order.

• Other section:

Field	Action
Automatic Assignment	Check the box to impact the automatic assignments. NOTE: If the box is not checked, the user must manually enter the resource assignment details when the Enter the project dispatch window is displayed.
Display information screen at startup	Check the box to display the Dispatch Dashboard screen when Dispatch is launched.
Prompt for confirmation once a change affects a list of resources already dispatched	Check the box to indicate to maestro* to display a confirmation message when a modification affecting an already sent resource is made.
Automatically adjust the height of the dispatches based on content	Check the box to indicate to maestro* to adjust the height in the dispatch grid based on the content.
Display beginning and ending time on dispatches	Select the display from the following options: Clocks Hours None NOTE: These indicators are displayed in the assignment status bar.
Prompt for confirmation once a change affects a dispatched employee’s schedule	Check the box to indicate to maestro* to display a confirmation message when a dispatch modification affects the already sent schedule of an employee.
Allow modification to past dispatches	Select the action from the following options: Confirm No Yes NOTE: Maestro* displays a confirmation message when the Confirm option is selected.

4. Click on the Colors tab.
5. Select the Dispatch Type Work Order and customize the configurations.
   Check “None” to leave the default colors.
   • According to the priority:

Field	Action
Background	Click in the background color field to display the color selection window. NOTE: Select the color and click OK.
Text	Click in the text color field to display the color selection window. NOTE: Select the color and click OK.

• Even Rows / Odd Rows:

Field	Action
Background	Click in the background color for even rows/odd rows to display the color selection window. NOTE: Select the color and click OK.
Text	Click in the text color for even rows/odd rows to display the color selection window. NOTE: Select the color and click OK.

• Color intensity for work schedule section:

Field	Action
Intensity bar	Slide the intensity bar to modify the intensity of the color.
Intensity sample	Displays the result of the intensity selected in the bar.

Click on the Reset Colours to Default button to return to the maestro* defaults.

6. Click on the Display Prefix tab.
   1. Prefix for displaying employees section:
      Check the desired prefixes in order to display them for the employee.

When the dispatch type Employees is selected, these prefixes will be displayed in the Employee column.

2. Prefix for displaying equipment section:
   Check the desired prefixes in order to display them for the equipment.

When the dispatch type Equipment is selected, these prefixes will be displayed in the Equipment column.

3. Prefix for displaying projects section:
   Check the desired prefixes in order to display them for the project.

When the dispatch type Projects is selected, these prefixes will be displayed in the Project column.

7. Click on Ok.

 

Last modification: December 20, 2024