Dispatch Board – Options

The options menu provides you with various multi-select options so that you can select the desired ones to display the data the way you want. For detailed information, you can take a look at the options mentioned below:

See Also

Dispatch Board

Create Organization Filter

Steps:

  • Show FE Locations:

    1. Select the desired line of organizational hierarchy so that you can display its associated FE locations.

    2. From the Options menu, select Show FE Locations. The Map displays the location of all the FEs associated to the selected hierarchy line.

  • Show Active Work Orders:

    1. Select the desired line of organizational hierarchy so that you can display its associated Active Work Orders.

    2. From the Options menu, select Show Active Work Orders. The Map displays all the active work orders associated to the selected organizational hierarchy line.

  • Show Needs Assignment

    1. Select the desired line of organizational hierarchy so that you can display its associated Needs Assignment Work Orders.

    2. From the Options menu, select Show Needs Assignment. The Map displays all the work orders associated to the selected organizational hierarchy line, that are ready for assignment to FEs.

  • Hide Closed Work Orders

    1. Select the desired line of organizational hierarchy so that you can display its associated FE locations.

    2. From the Options menu, select Show FE Locations. The Map displays the location of all the FEs associated to the selected hierarchy line.

  • Show Past Needs Assignment

    1. Select the desired line of organizational hierarchy so that you can display its associated Needs Assignment Work Orders.

    2. From the Options menu, select Show Past Needs Assignment option if you want to display all the ‘Needs Assignment’ work orders irrespective of created date & time.

    3. Unselect Show Past Needs Assignment option if you want to display all the ‘Needs Assignment’ work orders that were created on current date only.

  • Confirm Assignment

    1. Select the desired line of organizational hierarchy so that you can display the respective work orders in both Needs Assignment and Assigned screens and simultaneously display the associated FEs in the Gantt screen.

    2. From the Options menu, select Confirm Assignment.

    3. To confirm assignment for a Needs Assignment work order:

      1. From the Needs Assignment screen, search for the desired work order that you want to assign and then drag it into the Gantt screen and drop it near the desired FE at desired timing.

      2. In the Manual Lookup form, check the Resource and Time details and you can edit them if required.

      3. Click Save.

    4. To reorder an Assigned work order:

      1. From the Assigned screen, search for the desired work order that you want to reorder and then drag it into the Gantt screen and drop it near the desired FE at desired timing.

      2. In the Manual Lookup form, check the Resource and Time details and you can edit them if required.

      3. Click Save.