Auto-dispatch work order tasks

Automatically match a task to a nearby agent who has the necessary skills and a schedule that can accommodate the task.

Before you begin

Role required: wm_dispatcher, wm_initiator_qualifier_dispatcher, or wm_admin role

About this task

The auto-dispatch feature evaluates an agent's dispatch group, assignment group, location, or skills before assigning a task.

Procedure

  1. Open a task.
  2. Click Auto-Dispatch.
    If the system cannot find an appropriate agent, it displays a failure message and leaves the task in the Pending Dispatch state.