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Use this form to monitor and manage the specific activities of your dispatch teams and the service order flow for your organization in general. For example, you can prioritize service orders, assign the appropriate activities to individual service orders, and view and sort service orders by date, priority, or type of service activity. You can review which service orders have yet to be dispatched and reassign service orders among teams.

The advanced view of this form contains an actionable Gantt chart at the top and a set of tabs below that display details about the activities you select in the top view. If you cannot see both areas, try maximizing or resizing the form.

You can also drag and drop the graphic representation of a service activity in the chart to assign it to a different employee or different date and time. The color of a service activity graphic indicates the activity's priority, such as red for , yellow for , green for .

Tip Tip

These colors can be changed on the tab in the form.

Right click a graphic to open these menu options:

  • - Open the form to view essential details about the activity, such as scheduled start and end times, assigned priority level and employee, and service level agreement details.

  • - Change the status of a service activity from Undispatched to Dispatched.

  • - Open a view of this service activity in the form.

  • - View the service order associated with this service activity on the form.

Tasks that use this form

Navigating the form

The following tables provide descriptions for the controls in this form.

Tabs

Tab

Description

View all open dispatch activities in the selected date range.

View all activities that have been assigned to the dispatch teams that you belong to or are authorized to monitor.

View those activities on the tab that have not yet been dispatched.

View those activities on the tab that have been dispatched.

View the service address and other service order header information, such as SLA and reference information.

View the individual activities that have been assigned to the service order that is currently selected in the service chart at the top of the form.

View all service order lines that are associated the service order that is currently selected in the service chart at the top of the form.

View all service object relations that are associated the service order that is currently selected in the service chart at the top of the form.

Buttons

Button

Description

View the form without the tabs.

View the form with both the chart and tabs.

Update the form with the latest available data.

Print the dispatch chart.

Fields

Field

Description

Select the starting date of the period you want to view.

Select the end date of the period you want to view.

Select to include activities that have been closed in the dispatch overview.

Select to display dispatch activities only for teams you are associated with.

The identification number assigned to the activity selected in the chart.

The service order number of the activity selected in the chart.

View or change the start date assigned to the selected activity.

View or change the start time assigned to the selected activity.

View or change the actual work time for this selected activity.

The total work time calculated for this activity.

A brief description of this activity.

Account number of the customer for whom the activity will be performed.

View or change the type of dispatch associated with this activity.

View or change the priority level for this dispatch activity.

Select to indicate that the assigned employee or team has been dispatched.

View or change the employee assigned to the selected activity.

View or change the status of the selected activity, such as In Progress, Finished, or Cancelled.

Select to indicate that this particular service line has been completed.

View or change the type of activity to be performed.

The customer's preferred date and time for the service call.

View or change the start date assigned to this activity.

View or change the starting time assigned to this activity.

View or change the end date assigned to this activity.

View or change the end time assigned to this activity.

The customer account number.

The name of the customer.

The identification number of the project associated with this service order.

The service agreement in place with this service activity.

Name of the customer contact for this activity.

The service level agreement for this activity.

The status of the time registration against the limit set in the SLA.

The service level agreement start time.

The latest allowable time for completion according to the service level agreement.

The employee responsible for the service agreement.

The customer's preferred technician for the service call.

Select to indicate that the technician has been dispatched on the service call activity.

The transaction type in service management.

The employee assigned to this service line.

The category to which this service line belongs.

An identifier for this service line task.

The status of this service line task.

The ID of a service object relation associated with this activity.

The ID of a service object associated with this activity.

The key ID field on the main service table associated with this activity.

See Also