Legacy - Original "Dispatch Settings"

功能入口：服务通>系统设置>全功能设置>工单指派>派单设置

picture coming soon:

1. Offline staff do not receive assignments

1. When enabled, employees whose “Work Status” is “Offline” are excluded from Work Order assignment; the system will not assign Work Orders to offline employees.

picture coming soon:

2. Map settings

1. Map assignment range: Engineers within the default search radius in the map assignment view.
2. Staff location validity period: The time window after an engineer’s location is captured during which that location is considered valid.
3. Service Provider location: The field source for obtaining the Service Provider’s location.

picture coming soon:

3. Assignment node settings

• Work Order assignment nodes that take effect include: Dispatcher assigns Engineer node and Dispatcher assigns Service Group node.

picture coming soon:

3.1 Web assignment — Engineer modal column settings

• Assignment modal column settings: Configure which fields display in the Work Order assignment list.

picture coming soon:

picture coming soon:

3.2 Dispatcher fills additional information when assigning

When a dispatcher assigns an Engineer or a collaborating Engineer, they may need to provide additional details, such as scheduling an on-site time for the Engineer or adding assignment notes.

• Enable a secondary confirmation modal at the assignment node.

1. Engineer planned service time: Includes planned start time and planned end time (previously called Assign Start Time and Assign End Time). These represent the dispatcher’s expected start and completion times for the Engineer on the current Work Order.

   (a) This populates the Gantt chart time blocks for Engineers.

   (b) This applies to the planned start and end times of the Fieldwork node (Fieldwork feature has been deprecated; new customers no longer have this feature). If the Engineer does not check in onsite and complete the Fieldwork plan within the planned times, the system will flag Fieldwork timeout and generate exception alerts.

   1. When enabled, dispatchers enter the Engineer’s Planned Start Service and Planned End Service times during assignment.
   2. The organization can preset default values using custom calculation formulas or functions. Configure default values on the Work Order object fields: Planned Start Service (field_zpfwsj__c) and Planned End Service (field_assign_endtime__c).
   3. If Planned Start Service is empty or earlier than the assignment time, the system sets Planned Start Service = Assignment Time + 2 hours.
   4. If Planned End Service is empty or earlier than Planned Start Service, the system sets Planned End Service = Planned Start Service + 1 hour.

2. Assignment field entry: After assigning an Engineer, the dispatcher must fill in or edit specified Work Order fields (for example, Assignment Notes).

picture coming soon:

picture coming soon: