Users with the wm_qualifier and wm_initiator_qualifier roles can dispatch a task
automatically at qualification by assigning it to a dispatch group that has auto-assignment
To activate the auto-dispatch phase of the work order workflow, you must turn on
. By default, the slider is turned off.
Open a work order that is in the Awaiting Qualification state
or one that has been qualified automatically.
Open a task in the Draft state.
Select a Dispatch group that has auto-dispatch
The choice list is not filtered. You must know which of your groups are
configured for auto-dispatch. In this example, the California Dispatchers
group has auto-dispatch enabled.
Ensure that the task has a location defined.
Auto-dispatch will fail unless the task contains a valid location.
In the Planned section, create a schedule for this task or let the system
determine the times. For instructions, see
Work Order Tasks.
By default, the current date and time appear in the Window
start field. If you do not create a schedule or a fixed
window, the Window start value is used to look for an
agent who has that time slot open.
The view returns to the previous page, and a success message appears. The
system assigns an agent to the task, enters the agent's assignment group in
the task record, and moves the state to Assigned.
If auto-dispatch fails, the message indicates either that no agent was
available or that the task did not specify a location. The system moves
tasks that fail auto-dispatch to the Pending Dispatch
To auto-dispatch a task that failed previously, enter any missing information
or change the schedule, and then click