Administer central dispatch

The system administrator can configure several settings that control the information displayed on the central dispatch board.

Before you begin

Role required: admin

About this task

The system administrator can set the following advanced configuration settings:
  • The task fields displayed in the Tasks section on the central dispatch board
  • The task fields displayed in task tooltips in the central dispatch calendar
  • The user fields displayed in the Team section on the central dispatch board
  • The colors assigned to the different task states
These configuration settings are saved for each dispatcher and are available the next time the dispatcher logs in. If the system administrator makes changes to the central dispatch advanced configuration settings, the dispatcher sees a message about the changes the next time they log in.
The configuration settings can be accessed in two different ways:
  • From the Central Dispatch window by clicking the configuration settings icon.
  • From the Field Service menu by navigating to Field Service > Administration > Central Dispatch Configuration.

Procedure

  1. Navigate to Field Service > Dispatching > Central Dispatch.
  2. Click the configuration settings icon (Central Dispatch Configuration Settings icon) in the upper corner to display the Configuration Settings window.
  3. Click the Advanced Configuration link to display the Personalize Central Dispatch window.
  4. Configure the following information.
    OptionDescription
    Select the task fields that can be displayed in the Tasks list. The selected fields appear on the Tasks tab of the Configuration Settings window and the dispatcher can enable or disable these fields as desired.

    In the Task Fields section, select the desired fields and move them to the Selected list.

    Select the fields displayed in the task tooltips. In the Task Tooltip Fields section, select the fields and move them to the Selected list.
    Select the user fields that can be displayed in the Team section. The selected fields appear on the Team tab of the Configuration Settings window. The dispatcher can enable or disable these fields as desired.

    In the Team Display Fields section, select the fields and move them to the Selected list.

    Select the colors that represent the different task states. Click the Visuals tab. For each task state, enter the name or HTML hex number for the desired color.
  5. Click Update.