Dispatch - Revision history

Larson-rodger at 16:44, 21 April 2016

2016-04-21T16:44:22Z

Larson-rodger at 16:36, 21 April 2016

2016-04-21T16:36:23Z

Larson-rodger at 16:19, 21 April 2016

2016-04-21T16:19:03Z

Larson-rodger at 16:17, 21 April 2016

2016-04-21T16:17:13Z

Larson-rodger at 14:59, 21 April 2016

2016-04-21T14:59:50Z

Larson-rodger at 14:23, 21 April 2016

2016-04-21T14:23:23Z

Larson-rodger at 22:03, 20 April 2016

2016-04-20T22:03:43Z

Larson-rodger: Created page with " == Dispatch == {| class="wikitable" |- style="vertical-align:top;" |'''1''' |Click the '''Work Request''' button and select '''Dispatch''' f..."

2016-04-20T20:10:40Z

Created page with " == Dispatch == {| class="wikitable" |- style="vertical-align:top;" |<big>'''1'''</big> |Click the '''Work Request''' button and select '''Dispatch''' f..."

New page

== Dispatch ==
{| class="wikitable"
|- style="vertical-align:top;"

|<big>'''1'''</big>
|Click the '''Work Request''' button and select '''Dispatch''' from the dropdown.
The Dispatch window opens.

|- style="vertical-align:top;"
|<big>'''2'''</big>
|Find the work request to be edited and select it. Use the scroll bars to see all the details.
|}
== Edit a Work Request Dispatch ==
{| class="wikitable"
|- style="vertical-align:top;"
|<big>'''1'''</big>
|Click the '''Edit Work Request''' button to open the Edit window

|- style="vertical-align:top;"
|<big>'''2'''</big>
|Click the '''button''' to open the clone window

|}
== Assign a Work Request Dispatch ==
{| class="wikitable"
|- style="vertical-align:top;"
|<big>'''1'''</big>
|Click the '''Assign Work Request''' button to open the Assign Work Request window
|- style="vertical-align:top;"
|<big>'''2'''</big>
|Click the '''button''' to open the clone window

|}
== Update the status of a Work Request Dispatch ==
{| class="wikitable"

|- style="vertical-align:top;"
|<big>'''1'''</big>
|Click the '''Assign Work Request''' button to open the Update Status window

|- style="vertical-align:top;"
|<big>'''2'''</big>
|Click the '''button''' to open the clone window

|}

@@ Line 5: / Line 5: @@
 |<big>'''<font size="5">1</font>'''</big>
 |Click the '''Work Request''' button and select '''Dispatch''' from the dropdown.
 [[File:WorkRequest-HomeDispatch2.png]]
 The Dispatch window opens.
@@ Line 26: / Line 27: @@
 |- style="vertical-align:top;"
 |<big>'''<font size="5">5</font>'''</big>
-|Click a specific '''Work Request''' to select the one to be changed.
+|Click a specific '''Work Request''' to select the one to be changed. At this point you can choose from the available buttons ('''Add, Edit, View Roster, Assign, Update Status''') for your next step.
 [[File:Work Request DispatchFilter2ResultsChoose.png|1000x1000px]]
@@ Line 34: / Line 35: @@
 |- style="vertical-align:top;"
 |<big>'''<font size="5">1</font>'''</big>
-|With a '''Work Request''' selected, determine which work request detail will be changed.
+|With a '''Work Request''' selected, determine which work request detail will be changed. Click the '''Edit''' button [[File:EditLarge.png|48x48px]] to open the Edit Work Request window.
 [[File:Work Request DispatchFilter2ResultsChoose.png|1000x1000px]]
@@ Line 40: / Line 41: @@
 |- style="vertical-align:top;"
 |<big>'''<font size="5">2</font>'''</big>
-|Click the '''Edit''' button [[File:EditLarge.png|48x48px]] to open the edit Work Request window.
+|The Edit Work Request window provides a long page full of mandatory and optional fields that can be changed on work requests.
 The Edit Work Request window provides a long page full of mandatory and optional fields that can be changed on work requests.
 Employees can be assigned, but work request status cannot be changed in this window.
 Note: Materials information can be added in the edit window.
 [[File:Work Request DispatchFilter2ResultsChooseEdit.png|1000x1000px]]
-Edit the fields as needed and press the save button.
+Edit the fields as needed and press the '''Save''' button.
 |}
@@ Line 86: / Line 87: @@
 [[File:WorkRequest-DispatchUpdateStatusDD.png]]
 Fill in other details if needed. Click the '''Save''' button to save the new status.
@@ Line 96: / Line 98: @@
 |- style="vertical-align:top;"
 |<big>'''<font size="5">1</font>'''</big>
 |With a campus selected, click the '''View Work Request Roster''' button [[File:CallCenter.png]] to open the Roster window for that campus.
 [[File:WorkRequest-DispatchRoster1.png]]

← Older revision		Revision as of 16:36, 21 April 2016
Line 89:		Line 89:

	[[File:WorkRequest-DispatchUpdateStatusDDCompleted.png]]		[[File:WorkRequest-DispatchUpdateStatusDDCompleted.png]]
		+	\|}

		+	== View Work Request Roster for a Campus ==
		+	{\| class="wikitable"
		+
		+	\|- style="vertical-align:top;"
		+	\|<big>'''<font size="5">1</font>'''</big>
		+	\|With a campus selected, click the '''View Work Request Roster''' button [[File:CallCenter.png]] to open the Roster window for that campus.
		+
		+	[[File:WorkRequest-DispatchRoster1.png]]
		+
		+
		+	\|- style="vertical-align:top;"
		+	\|<big>'''<font size="5">2</font>'''</big>
		+	\|Scroll down the roster window to see which employees have assignments and how many assignments for each.
		+
		+	[[File:WorkRequest-DispatchRoster2results.png]]
		+	Click the '''X''' in the corner to close the roster window.

	\|}		\|}

@@ Line 3: / Line 3: @@
 {| class="wikitable"
 |- style="vertical-align:top;"
 |<big>'''<font size="5">1</font>'''</big>
 |Click the '''Work Request''' button and select '''Dispatch''' from the dropdown.
@@ Line 15: / Line 14: @@
 [[File:WorkRequest-DispatchFilter.png]]
-|-
+|- style="vertical-align:top;"
 |<big>'''<font size="5">3</font>'''</big>
 |The filter will allow you to limit the results so you can find the Work Request to be dispatched. Apply the filter parameters to limit the results. Press the '''Apply''' button to see the results.
 [[File:Work Request DispatchFilter2.png|1000x1000px]]
-|-
+|- style="vertical-align:top;"
 |<big>'''<font size="5">4</font>'''</big>
 |Check that the Work Request details have been filtered and a smaller selection of Work Requests are listed.
 [[File:Work Request DispatchFilter2Results.png|1000x1000px]]
-|-
+|- style="vertical-align:top;"
 |<big>'''<font size="5">5</font>'''</big>
 |Click a specific '''Work Request''' to select the one to be changed.

@@ Line 17: / Line 17: @@
 |-
 |<big>'''<font size="5">3</font>'''</big>
-|The filter will allow you to limit the results so you can find the Work Request to be dispatched. Apply the filter parameters to limit the results.
+|The filter will allow you to limit the results so you can find the Work Request to be dispatched. Apply the filter parameters to limit the results. Press the '''Apply''' button to see the results.
 [[File:Work Request DispatchFilter2.png|1000x1000px]]
 |-
 |<big>'''<font size="5">4</font>'''</big>
-|Press the '''Apply''' button to see the results.
+|Check that the Work Request details have been filtered and a smaller selection of Work Requests are listed.
 [[File:Work Request DispatchFilter2Results.png|1000x1000px]]
 |-
 |<big>'''<font size="5">5</font>'''</big>
-|Click a '''Work Request''' to select the select the one to be changed.
+|Click a specific '''Work Request''' to select the one to be changed.
 [[File:Work Request DispatchFilter2ResultsChoose.png|1000x1000px]]
 |}
@@ Line 32: / Line 35: @@
 |- style="vertical-align:top;"
 |<big>'''<font size="5">1</font>'''</big>
-|Once a '''Work Request''' is selected, choose which work request will be changed.
+|With a '''Work Request''' selected, determine which work request detail will be changed.
 [[File:Work Request DispatchFilter2ResultsChoose.png|1000x1000px]]
@@ Line 38: / Line 42: @@
 |<big>'''<font size="5">2</font>'''</big>
 |Click the '''Edit''' button [[File:EditLarge.png|48x48px]] to open the edit Work Request window.
 [[File:Work Request DispatchFilter2ResultsChooseEdit.png|1000x1000px]]
@@ Line 49: / Line 58: @@
 |- style="vertical-align:top;"
 |<big>'''<font size="5">1</font>'''</big>
-|Click the '''Assign Work Request''' button [[File:DispatchAssign.png]] to open the Assign Work Request window.
+|If the only change is the employee assignment, this is a fast way to assign a work request.
 [[File:DispatchAssignbutton.png]]
 |- style="vertical-align:top;"
 |<big>'''<font size="5">2</font>'''</big>
-|Click the '''button''' to open the clone window
+|From the employee dropdown list, select the '''Employee Name''' to be assigned, and click on the'''Save''' button.
 |}
@@ Line 64: / Line 77: @@
 |- style="vertical-align:top;"
 |<big>'''<font size="5">1</font>'''</big>
-|Click the '''Change Status''' button to open the update Status window
+|With a Work Request selected, click the '''Update Status''' button [[File:UpdateStatus-ClockButton.png]] to open the update status window for that work request.
-−
-[[File:WorkRequest-DispatchAssignment.png]]
 [[File:WorkRequest-DispatchUpdateStatus.png]]
@@ Line 73: / Line 84: @@
 |- style="vertical-align:top;"
 |<big>'''<font size="5">2</font>'''</big>
-|Click the '''button''' to open the clone window
+|Select the new status from the status dropdown list.
 [[File:WorkRequest-DispatchUpdateStatusDD.png]]
 [[File:WorkRequest-DispatchUpdateStatusDDCompleted.png]]
 |}

@@ Line 13: / Line 13: @@
 |The Work Request to be Dispatched may be visible on the first page, if so select it.
 If it is not visible, to find the work request to be edited, click on the '''Filter''' button. Use the scroll bars to see all the details.
 |-
 |<big>'''<font size="5">3</font>'''</big>
-|Apply the filter parameters to limit the results.
+|The filter will allow you to limit the results so you can find the Work Request to be dispatched. Apply the filter parameters to limit the results.
 [[File:Work Request DispatchFilter2.png|1000x1000px]]
 |-
@@ Line 53: / Line 49: @@
 |- style="vertical-align:top;"
 |<big>'''<font size="5">1</font>'''</big>
-|Click the '''Assign Work Request''' button to open the Assign Work Request window
+|Click the '''Assign Work Request''' button [[File:DispatchAssign.png]] to open the Assign Work Request window.
 |- style="vertical-align:top;"
@@ Line 68: / Line 65: @@
 |<big>'''<font size="5">1</font>'''</big>
 |Click the '''Change Status''' button to open the update Status window
 |- style="vertical-align:top;"
 |<big>'''<font size="5">2</font>'''</big>
 |Click the '''button''' to open the clone window
+[[File:WorkRequest-DispatchUpdateStatusDD.png]]
 |}