Usage Restrictions

The current logged-in user must meet the following requirements to dispatch work orders:

• Must have the “Dispatcher” Role

1. Work Order Assignment (Web)

Access Path: To-Do List > Pending Assignments

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To-Do List View Configuration: Click the [Settings] button in the upper right corner to customize displayed fields, then click [Apply]

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• Select the task items to assign, then click [Assign Work Order]

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• List Assignment: View engineer availability status, current location, and assigned work order count to improve dispatch efficiency.
  Engineer Information Column Display and Dispatcher Work Order Details Settings

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• Map-Based Assignment: Displays nearby service resources (internal staff or external Service Providers) based on work order service address for proximity-based assignment.

• Engineer Location: Automatically captured by the system through Fieldwork check-ins, work order location components, or clock-in actions.

• Note: Map assignment is unavailable when work orders lack location data.

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• Group Assignment: Dispatchers can assign work orders to service groups.

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2. Work Order Assignment (Mobile App)

• Access via Workbench > Pending Assignments menu (Note: Requires admin pre-configuration)
• Select work orders and click [Assign Work Order]
• Choose engineers and confirm assignment (Map assignment unavailable in app)
• Multiple collaborative engineers can be selected

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3. Work Order Reassignment

• Restriction: Requires [Reassign] button permission (contact Service Connector admin for configuration)
• Dispatchers or service group dispatchers can reassign work orders by selecting items and clicking [Reassign]

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