Difference between revisions of "Dispatch"

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{| class="wikitable"
 
{| class="wikitable"
 
|- style="vertical-align:top;"
 
|- style="vertical-align:top;"
−
 
 
|<big>'''<font size="5">1</font>'''</big>
 
|<big>'''<font size="5">1</font>'''</big>
 
|Click the '''Work Request''' button and select '''Dispatch''' from the dropdown.
 
|Click the '''Work Request''' button and select '''Dispatch''' from the dropdown.
−
[[File:WorkRequest-HomeDispatch2.png]]
+
[[File:WorkRequest-HomeDispatch2.png]]  
 +
 
 
The Dispatch window opens.  
 
The Dispatch window opens.  
  
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[[File:WorkRequest-DispatchFilter.png]]
 
[[File:WorkRequest-DispatchFilter.png]]
  
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|-
+
|- style="vertical-align:top;"
 
|<big>'''<font size="5">3</font>'''</big>
 
|<big>'''<font size="5">3</font>'''</big>
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|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]]  
 
[[File:Work Request DispatchFilter2.png|1000x1000px]]  
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|-
+
|- style="vertical-align:top;"
 
|<big>'''<font size="5">4</font>'''</big>
 
|<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]]
 
[[File:Work Request DispatchFilter2Results.png|1000x1000px]]
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|-
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|- style="vertical-align:top;"
 
|<big>'''<font size="5">5</font>'''</big>
 
|<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. 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]]
 
[[File:Work Request DispatchFilter2ResultsChoose.png|1000x1000px]]
 
|}
 
|}
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|- style="vertical-align:top;"
 
|- style="vertical-align:top;"
 
|<big>'''<font size="5">1</font>'''</big>
 
|<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. Click the '''Edit''' button [[File:EditLarge.png|48x48px]] to open the Edit Work Request window.
 +
 
 
[[File:Work Request DispatchFilter2ResultsChoose.png|1000x1000px]]
 
[[File:Work Request DispatchFilter2ResultsChoose.png|1000x1000px]]
  
 
|- style="vertical-align:top;"
 
|- style="vertical-align:top;"
 
|<big>'''<font size="5">2</font>'''</big>  
 
|<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.
 +
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]]
 
[[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.
  
 
|}
 
|}
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|- style="vertical-align:top;"
 
|- style="vertical-align:top;"
 
|<big>'''<font size="5">1</font>'''</big>
 
|<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.
 +
With a Work Request selected, click the '''Assign Work Request''' button [[File:DispatchAssign.png]] to open the Assign Work Request window.
 +
The Assign Work Request Window only includes a dropdown of employees available to be assigned.
 +
 
 
[[File:DispatchAssignbutton.png]]
 
[[File:DispatchAssignbutton.png]]
  
 
|- style="vertical-align:top;"
 
|- style="vertical-align:top;"
 
|<big>'''<font size="5">2</font>'''</big>
 
|<big>'''<font size="5">2</font>'''</big>
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|Click the '''button''' to open the clone window
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|From the employee dropdown list, select the '''Employee Name''' to be assigned, and click on the'''Save''' button.
  
 +
[[File:WorkRequest-DispatchAssignment.png]]
 
|}
 
|}
  
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|- style="vertical-align:top;"
 
|- style="vertical-align:top;"
 
|<big>'''<font size="5">1</font>'''</big>
 
|<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]]
 
[[File:WorkRequest-DispatchUpdateStatus.png]]
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|- style="vertical-align:top;"
 
|- style="vertical-align:top;"
 
|<big>'''<font size="5">2</font>'''</big>
 
|<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-DispatchUpdateStatusDD.png]]
 +
 +
Fill in other details if needed. Click the '''Save''' button to save the new status.
 +
 
[[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.
 +
'''Note:''' The filter does not affect the Roster results.
 +
 +
[[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.
  
 
|}
 
|}

Latest revision as of 08:44, 21 April 2016

Dispatch

1 Click the Work Request button and select Dispatch from the dropdown.

WorkRequest-HomeDispatch2.png

The Dispatch window opens.

2 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. WorkRequest-DispatchFilter.png

3 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.

Work Request DispatchFilter2.png

4 Check that the Work Request details have been filtered and a smaller selection of Work Requests are listed.

Work Request DispatchFilter2Results.png

5 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.

Work Request DispatchFilter2ResultsChoose.png

Edit a Work Request Dispatch

1 With a Work Request selected, determine which work request detail will be changed. Click the Edit button EditLarge.png to open the Edit Work Request window.

Work Request DispatchFilter2ResultsChoose.png

2 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.


Work Request DispatchFilter2ResultsChooseEdit.png

Edit the fields as needed and press the Save button.

Assign a Work Request Dispatch

1 If the only change is the employee assignment, this is a fast way to assign a work request.

With a Work Request selected, click the Assign Work Request button DispatchAssign.png to open the Assign Work Request window. The Assign Work Request Window only includes a dropdown of employees available to be assigned.

DispatchAssignbutton.png

2 From the employee dropdown list, select the Employee Name to be assigned, and click on theSave button.

WorkRequest-DispatchAssignment.png


Update the Status of a Work Request Dispatch

1 With a Work Request selected, click the Update Status button UpdateStatus-ClockButton.png to open the update status window for that work request.

WorkRequest-DispatchUpdateStatus.png


2 Select the new status from the status dropdown list.

WorkRequest-DispatchUpdateStatusDD.png

Fill in other details if needed. Click the Save button to save the new status.

WorkRequest-DispatchUpdateStatusDDCompleted.png

View Work Request Roster for a Campus

1 With a campus selected, click the View Work Request Roster button CallCenter.png to open the Roster window for that campus.

Note: The filter does not affect the Roster results.

WorkRequest-DispatchRoster1.png


2 Scroll down the roster window to see which employees have assignments and how many assignments for each.

WorkRequest-DispatchRoster2results.png Click the X in the corner to close the roster window.

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