Service Group Dispatcher: Work Order Assignment

Usage Restrictions

  • Requires service group dispatcher role permission
  • Please refer to Work Order Service Group for service group dispatcher settings

1. Work Order Assignment (Web)

Operation Entry: To-Do-Work Order to be Assigned
To-do List View Configuration: Click the [Settings] button in the upper right corner to customize the display fields of the to-do list, and click [Apply]
  • Select the task column data to be assigned, and click [Work Order Assignment]
  • List Dispatch: View the online status, current location, and number of dispatched work orders of engineers to improve assignment efficiency
  • Note: Service group dispatchers can only assign engineers in the service group
  • Map Dispatch: According to the detailed service address of the work order, the service resources near the work order are displayed on the map (supporting internal personnel of the company or external service provider enterprises) to realize the nearest assignment of the work order.
  • Note: Map dispatch cannot be used when the work order has no location address

2. Work Order Assignment App

  • In the workbench -> to be assigned menu entry (note: the administrator needs to be in advance, click to be assigned
  • Select the work order that needs to be assigned, and click the [Work Order Assignment] button
  • Select the engineer and click OK to assign the engineer
  • Collaborative engineers can choose multiple

3. Service Team Dispatcher Refuses & Transfers Work Order

  • Service Group Transfer: the dispatcher of the service group is transferred to other service groups
  • Service Group Rejection: the dispatcher of the order receiving service group can reject the work order, and the rejected work order will be returned to the dispatcher
  • Note: If you need to contact, you can contact the service administrator to add, please refer to: Rejection & Transfer & Reassignment

4. Work Order Reassignment

  • Usage Restrictions: You need to have the function permission of the [Reassign] button, you can contact the service administrator to add it, please refer to: Rejection & Transfer and Reassignment
  • After the dispatcher or service group dispatcher assigns a work order, you can continue to reassign the work order, select the work order to be reassigned, and click [Reassign] in the operation area
2023-02-16
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