Usage Restrictions

• Requires the Service Group Dispatcher Role permission
• For Service Group Dispatcher setup, please refer to Work Order Service Group

1. Work Order Assignment (Web)

Access point: To-Do → Pending Assignment Work Orders

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To-Do list view configuration: Click the [Settings] button in the upper right corner to customize the displayed fields in the To-Do list, then click [Apply]

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• Select the task data to assign, then click [Assign Work Order]
• List-based assignment: View engineer availability status, current location, and assigned work order count to improve assignment efficiency
• Note: Service Group Dispatchers can only assign engineers within their service group

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• Map-based assignment: Based on the work order’s service address, display nearby service resources (including internal personnel or external Service Providers) on the map for proximity-based assignment
• Note: Map assignment cannot be used when the work order lacks location data

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2. Work Order Assignment (Mobile App)

• Access point: Workbench → Pending Assignment menu (Note: Requires admin pre-configuration)
• Select the work order to assign, then click [Assign Work Order]
• Select the engineer and click Confirm to complete assignment
• Multiple collaborative engineers can be selected

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3. Service Group Dispatcher Rejection and Reassignment

• Service Group Reassignment: Service Group Dispatcher can reassign to another service group
• Service Group Rejection: The receiving Service Group Dispatcher can reject work orders, which will return to the dispatcher
• Note: Contact the Service Connector administrator for setup. Reference: Rejection, Reassignment and Reallocation

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4. Work Order Reallocation

• Restriction: Requires the [Reallocate] button function permission. Contact the Service Connector administrator for setup. Reference: Rejection, Reassignment and Reallocation
• After assignment by a dispatcher or Service Group Dispatcher, work orders can be reallocated. Select the work order and click [Reallocate] in the action area

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