Dispatch Dashboard – Dispatch (W/O)
OBJECTIVE
The Dispatch Dashboard allows the user to resolve assignment conflicts and to consult the sent assignments for the date selected.
PREREQUISITE
ICONS
Icon |
Title |
Used to |
---|---|---|
|
Apply |
Apply the changes made to the conflicts. |
|
Refresh |
Refresh the screen in order to display latest conflicts. |
STEPS
maestro* > Projects > Work Orders > Dispatch > Work Order Dispatch > Dispatch Dashboard icon |
Modify the dispatch dashboard
- In the Dispatch Dashboard window, complete the information in the Conflict Resolution section.
The Conflict Resolution section is displayed only if the checkbox “Bi-directional validation for Outlook assignments” is checked in the Dispatch Grid tab in the Dispatch Template Management.
Field
Action
Action
Select the action from the following choices:
- Later
- Apply the Change
- Reject the Change
- Ignore the Change
NOTE: The dispatcher can choose to resolve the conflict later (remains visible in the list), apply the change immediately (change applied to the dispatch and is no longer visible in the list), refuse the proposed change (no changes applied to the dispatch and remains visible in the list), or ignore the change (no changes applied to the dispatch and deletes it from the list).
Timestamp
Maestro* displays the date and time at which the action was performed.
Action Type
Maestro* displays the action type executed by the intervener.
NOTE: The possible action types are “modification” when the intervener modified the date or time proposed; “suppression” when the intervener deleted the mailing.
Resource
Maestro* displays the assigned resource.
Dispatch Type
Maestro* displays the dispatch type, either project, service call, quotation or work order.
Dispatch
Maestro* displays the dispatch number, either the number of the project, the work order, the quotation or service call.
Date (Before-After)
Maestro* displays the date of the assignment and the date modified, if applicable.
NOTES: Before indicates the original date of the assignment and After indicates the date modified by the intervener.
The fields highlighted in red indicate changes made and the fields highlighted in yellow indicate a problem with the proposed change.
Start Time (Before-After)
Maestro* displays the start time of the assignment and the modified start time, if applicable.
NOTES: Before indicates the original start time of the assignment and After indicates the start time modified by the intervener.
The fields highlighted in red indicate changes made and the fields highlighted in yellow indicate a problem with the proposed change.
End Time (Before-After)
Maestro* displays the end time of the assignment and the modified end time, if applicable.
NOTES: Before indicates the original end time of the assignment and After indicates the end time modified by the intervener.
The fields highlighted in red indicate changes made and the fields highlighted in yellow indicate a problem with the proposed change.
Status (Before-After)
Maestro* displays the status of the assignment.
NOTES: Before indicates the original status of the assignment and After indicates the status modified by the intervener.
The fields highlighted in red indicate changes made and the fields highlighted in yellow indicate a problem with the proposed change.
Comments
Maestro* displays the comments – originating from the dispatch.
Source
Maestro* displays the source of the dispatch.
The section below allows the user to filter the sent assignment Information.
- Modify the section as needed:
Field
Action
Date
Select the date.
Code
Enter the intervener code. (employee, contact)
Information
Check the box to display the information in the grid.
Warnings
Check the box to display the warnings in the grid.
Outgoing email
Check the box to display the information originating from the outgoing emails.
Incoming email
Check the box to display the information originating from the incoming emails.
Outgoing text messages
Check the box to display the information originating from the outgoing text messages.
Incoming text messages
Check the box to display the information originating from the incoming text messages.
Outlook Assignments
Check the box to display the Outlook assignments.
Mobility
Check the box to display information originating from maestro*mobile.
- The Information section displays:
Field
Action
Date/Time
Maestro* displays the date and time of the assignment.
Type
Maestro* displays the icon that represents the type of information.
Source
Maestro* displays the assignment source, either dispatch or mobile.
From
Maestro* displays the email address of the employee who sent the assignment.
To
Maestro* displays the email address of the employee who received the assignment.
Intervener Code
Maestro* displays the intervener code.
Description
Maestro* displays the intervener description.
Information
Maestro* displays the assignment information or the action taken.
Code
Maestro* displays the code for the dispatch.
Dispatch Counter
Maestro* displays the dispatch counter.
- Click on Apply or Refresh.
- Click on Quit.