Difference between revisions of "Dispatch"

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[[File:WorkRequest-DispatchUpdateStatusDDCompleted.png]]
 
[[File:WorkRequest-DispatchUpdateStatusDDCompleted.png]]
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== View Work Request Roster for a Campus ==
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{| class="wikitable"
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|- style="vertical-align:top;"
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|<big>'''<font size="5">1</font>'''</big>
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|With a campus selected, click the '''View Work Request Roster''' button [[File:CallCenter.png]] to open the Roster window for that campus.
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[[File:WorkRequest-DispatchRoster1.png]]
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|- style="vertical-align:top;"
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|<big>'''<font size="5">2</font>'''</big>
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|Scroll down the roster window to see which employees have assignments and how many assignments for each.
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[[File:WorkRequest-DispatchRoster2results.png]]
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Click the '''X''' in the corner to close the roster window.
  
 
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Revision as of 08:36, 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.

Work Request DispatchFilter2ResultsChoose.png

Edit a Work Request Dispatch

1 With a Work Request selected, determine which work request detail will be changed.

Work Request DispatchFilter2ResultsChoose.png

2 Click the Edit button EditLarge.png 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.


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.

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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