Dispatch
a Work Order using Drag and Drop Method
Dispatch
a Work Order using Drag and Drop MethodSee also: Dispatch Board, Dispatch a Work Order, Dispatch Work Order Right Click Menu, Dispatch Work Order Show Needs Assignment, Dispatch Board Right Click Menu
Simple job assignments can be made utilizing the drag and drop features of the dispatch board. It’s as easy as picking a job and dragging onto an available technician at the desired time.
Service Coordinators are notified of the impact to the technicians schedule and daily route and have the opportunity to manually adjust the order of work orders to meet customer/travel needs
The system automatically notifies the technician’s mobile device of the new dispatch
Steps:
Open and view 
Dispatch Board in 3 Panel Layout.
In the workspace, click Needs Assignment tab.
From the grid, select the work order that you want to dispatch.
In the 
Gantt tab, scroll and find the FE to whom you
want to dispatch the work order.
From the Needs Assignment tab, drag the work order and
drop it near the FE in Gantt
tab. Ensure that you drop it in the future date.
Re-order
Jobs dialog box appears. Perform appropriate actions in
the dialog box, if any.
On the dialog box, in the tool bar, click Settings.
Setting
Work Order dialog box appears.
Ensure that Latest Work Start is set to future date. Perform appropriate actions in the dialog box, if any.
Click Save and Close.
On the Re-order
Jobs dialog box, click Save and Close.