Dispatch Work Order using Show Needs Assignment button

See also: Dispatch Board, Dispatch a Work Order, Dispatch Work Order Drag & Drop, Dispatch Work Order Right Click Menu, Dispatch Board Right Click Menu

You can dispatch a work order directly from the Map by pointing to appropriate work order location and then, by using right clicks.

1. Open Dispatch Board and click Map tab.

2. On the ribbon bar, in the Map Options group, click Show Needs Assignment button. You can view all the work order locations pinned in the Map tab.

3. Hover the mouse over the work orders to identify the correct work order that you want to dispatch.

4. Right-click the work order. Right-Click Menu appears.

5. On the menu, point to Search Resources and then, select the method through which you want to dispatch.

• Dispatch Advisor

• Manual Lookup

• Auto Assign

  • Select Auto Assign option to enable the application to dispatch the present work order to an optimal technician based on the required skills, certifications, defined scenarios etc.

  • Before you auto assign, make sure that the present work order is not assigned to any technician and Do Not Reassign check box is not checked (in the Assignment Information section of General tab).

  • If already assigned then, first unschedule and then auto assign.

  

• Availability Matrix

Related Topics

Dispatch a Work Order