Central dispatch agents

The lower section of the central dispatch board displays the field service agents in the dispatcher's group and the tasks assigned to each agent.

The Team list on the left displays the names of the agents in the dispatcher's group. The dispatcher can configure this list to display additional information for each agent, such as the agent's location, matching skills, and parts required. The system administrator can configure the fields that are available for selection by the dispatcher.

After a task is selected from the Tasks list, the Team list updates to show all of the agents available for this task. To show all team members, click the Show all Team members link at the bottom of the Team list. You can also scroll through this list to display additional agents. As you scroll, more agents are displayed at the bottom.

Assigned tasks are represented on the calendar by colored bars, with the color of the bar indicating the task state. The default colors for the task states are:
  • Blue: accepted
  • Yellow: assigned
  • Gray: pending dispatch
  • Green: work in progress
  • Black: other states

Assigned tasks in the lower section are represented by colored bars that indicate the estimated work duration. These colored task bars are preceded by a thinner gray bar that represents estimated travel time.

To see more details about an agent, click the agent name in the Team list to open the user form on top of the central dispatch board. To see more details about an assigned task, you can point to the task in the calendar to display a tooltip or double-click the task in the calendar to open the task form on top of the central dispatch board.