Usage Restrictions

The current logged-in user must meet the following conditions to dispatch Work Orders:

• Must have the “Dispatcher” Role

1. Work Order Assignment (Web)

Access Path: 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 displayed fields, then click [Apply]

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• Select the task row data and click [Assign Work Order]

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• List Assignment: View engineers’ online status, current location, and assigned Work Order count to improve dispatch efficiency
  Engineer Information Column Display and Dispatcher Work Order Info Settings

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• Map 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 object check-in components, or Work Order clock-ins
• Note: Map assignment is unavailable when Work Orders lack location data

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• Dispatchers can assign Work Orders to service groups:

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2. Work Order Assignment (App)

• Access via Workbench → Pending Assignment menu (Note: Requires admin pre-configuration)
• Select Work Orders and click [Assign Work Order]
• Select 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 setup)
  Reassignment Settings
• Dispatchers or service group dispatchers can reassign Work Orders by selecting orders and clicking [Reassign]

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