Dispatch Settings: Dispatcher > External Service Provider > Service Provider Engineer

I. Work Order Dispatch Process Overview

When a company needs to outsource certain Work Orders to Service Providers, these orders can be automatically or manually assigned to respective Service Providers first, then further allocated to engineers within each Service Provider by their designated dispatchers.

The assignment to Service Providers involves configuring two application nodes in the workflow:

1) Initial assignment by the manufacturer’s dispatcher
2) Subsequent assignment by the Downstream Service Provider’s dispatcher

II. Service Provider Assignment Node by Dispatcher

Ensure the workflow is an Interconnection process.

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First Assignment Node: Configure the dispatcher to assign Service Providers
Note: The system will prioritize executing automatic dispatch rules targeting [Service Providers]. Work Orders that don’t match any automatic rules will proceed to manual dispatch.

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2.1 Priority Execution: Automatic Assignment to Service Providers

• After configuring the Interconnection service workflow, you can set up automatic assignment rules to route qualified Work Orders to Service Providers.
• When reaching the manufacturer-to-Service Provider assignment node, automatic assignment rules will execute.
  (Note: The “Dispatcher Assigns Service Provider” node must be configured for automatic dispatch to take effect. Only orders not matched by automatic rules will proceed to manual dispatch.)

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2.2 Dispatcher Assignment (Manual) Diagram

The dispatcher assigns Work Orders to Service Providers through the order assignment interface.

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III. Service Provider Dispatcher Assigns Engineers

• Configure the second dispatch node in the workflow: Service Provider Engineer Assignment Node

Note: Must check “Set as Interconnection Node”. This node is processed by Service Provider personnel.

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• After assignment, the system automatically populates dispatch-related fields in the [Work Order] object:

3.1 Diagram

Service Provider Dispatcher manually assigns engineers:
Note: Only users with Service Provider Dispatcher Roles can assign Work Orders.

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