Dispatch a single task from the task map

You can dispatch a task from the task map.

Before you begin

Role required: wm_dispatcher, wm_initiator_qualifier_dispatcher, or wm_admin

About this task

In some cases, you might need to dispatch an urgent task or reassign a task to an alternate agent if the assigned agent is delayed or otherwise unable to perform the task. Only users with the wm_dispatcher or wm_initiator_qualifier_dispatcher role can display their tasks on the dispatch map directly from a task record and see the available agents nearby who have the skills to perform the task. A task cannot be displayed on the dispatch map without a location that has latitude and longitude defined.

Procedure

  1. Navigate to Field Service > Dispatching > My Dispatch Queue.
  2. Open the task you want to dispatch or reassign.
  3. Click View Task on Map.

    This button is only visible if the task contains a location with a defined latitude and longitude. The map that appears displays a red task icon with a black spot for the task, and shows icons for all nearby agents.

  4. Click View Filter.
  5. Select a skill level for the agents to display in the map.
    • Match all needed skills
    • Match some needed skills
    • Match none of skills
  6. Click Apply Filter.

    The resulting list shows the agents on the map who match the skills selection.

  7. Click an agent icon to show the agent's name, skills, and schedule.
  8. Click the icon beside the agent's name to assign the task to that agent.
    Figure 1. Assign single task
    Assign single task

    If the task can fit within the agent's schedule, the task is assigned to the agent and a confirmation message is displayed. If the agent's schedule cannot accommodate the task, the system displays a failure message and allows you to select a different agent.