A Service Call may be dispatched from the Call record or Dispatch Q or Resource Console. Alternately, a Background Job may be configured to automatically dispatch all Scheduled Calls a set period before they are scheduled to occur. A Background Job parameter is set to specify this period
From a Service Call
- Go to the Dispatch tab of a Service Call
- Users appear in the grid based on selected filters; click the row for selected User to whom you wish to dispatch the Call
- Click the Dispatch icon in the Dispatch column. The dispatched line will display as green and the Dispatched column will display a check mark
- An Event will be created and may be viewed on the Events tab and in the Events grid on the main tab of the Service Call. The Comment column will display “DISPATCHED.” Additionally, the Status Code of the Call will now display “DISPATCHED”
From Dispatch Q
- Open the Dispatch Q via Service Menu > Dispatch Q. Users appear in the grid based on selected filters; highlight the selected row(s) for Calls you wish to dispatch
- From the grid Extended Menu, select the applicable option:
- Dispatch Call(s)
- Dispatch Scheduled Tech(s) (this option is only available if the Call is already scheduled)
- Add Manual Event
- Request Service Dates (see separate Help Center article)
- A pop up window will open. Select a User ID – this is the User who will be dispatched to the Call. Click OK
- Note: Dispatched Calls will be removed from the Dispatch Q upon dispatch