Dispatch board
The dispatch board serves as the central hub for viewing the status of activities in a service order. It allows you to filter and view service activities in a specific date range, identify the priority of service activities by using a customizable color scheme, and differentiate between service priority levels. You can also review the workers who are assigned to a dispatch team, adjust service times and technician assignments for service activities, and check the list of service activities that aren’t yet dispatched.
To use the Dispatch board, first go to Service management > Perform periodic tasks > Dispatch board. In the Action Pane, select Adjust view settings, and then use the dialog to choose the date range and other preferences for the service activities that you want to view. Then, select the service activity that you want to manage from the grid. Finally, navigate through the tabs in the lower panel to access and edit the details of the chosen service activity.
View dispatch teams
The Dispatch board form organizes service orders by dispatch team. To access the form, go to Service management > Perform periodic tasks > Dispatch board. In the Action Pane, select Adjust view settings to open the Adjust view settings dialog. Choose a date range and then select OK. On the Dispatch board page, you can expand a team list in the Gantt chart in the upper part of the page to view the names of the workers on the team, along with details about the service activities that each worker is assigned to.