Usage Restrictions

The currently logged-in user must meet the following condition to perform assignment:

• Must have the “Dispatcher” role

1. Work Order Assignment (Web)

Operation path: To-Do → To Be Assigned Work Orders

To-Do list view configuration: Click the Settings button at the top right to customize visible columns in the To-Do list, then click Apply

• Select the work order records to assign, then click Work Order Assignment

• List assignment: View engineers’ online status, current location, and number of assigned work orders to improve assignment efficiency; see Engineer info column display and Dispatcher supplementary work order info settings

• Map assignment: Based on the work order’s detailed service address, the map displays nearby service resources (supports internal staff or external Service Providers) to enable nearest-resource assignment.
• Engineer location: The system automatically captures location from Fieldwork check-ins, work order object check-in components, work order clock-ins, and similar actions.
• Note: Map assignment is unavailable when the work order lacks a geocoded service address

• Dispatcher assigns the work order to a Service Group:

2. Work Order Assignment (App)

• Entry: Workspace → To Be Assigned (Note: an administrator must enable this in advance)
• Select the work orders to assign, then tap Work Order Assignment
• Choose an engineer and confirm to assign (the app does not support map assignment)
• You may select multiple collaborative engineers

picture coming soon:

3. Reassignment of Work Orders

• Usage restriction: Requires permission for the Reassign action. Contact the Service Connector administrator to add this permission. Reassignment settings
• After a Dispatcher or Service Group Dispatcher assigns a work order, they may reassign it. Select the work order to reassign and click Reassign in the action area