Usage Limitations

• Requires the Dispatcher Role permission within the service group
• For service group dispatcher setup, refer to: Work Order Service Groups

1. Work Order Assignment (Web)

Access Path: To-Do > 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 target task rows and click [Assign Work Order]
• List Assignment: View engineers’ online status, current location, and assigned work order count for efficient dispatching
  Note: Service group dispatchers can only assign tasks to engineers within their group

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• Map Assignment: Displays nearby service resources (internal staff or external Service Providers) based on work order location for proximity-based dispatching
  Note: Unavailable when work orders lack location data

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2. Work Order Assignment (Mobile App)

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

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3. Service Group Dispatcher: Rejection & Reassignment

• Service Group Reassignment: Transfer work orders to other service groups
• Service Group Rejection: Receiving group dispatchers may reject work orders, which return to the original dispatcher
  Contact Service Connector admin for setup. Reference: Rejection, Reassignment and Reallocation

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4. Work Order Reallocation

• Prerequisite: Requires [Reallocate] button permission (Contact Service Connector admin. Reference: Rejection, Reassignment and Reallocation)
• Dispatchers may reallocate assigned work orders by selecting target orders and clicking [Reallocate]

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