Dispatch a task automatically at qualification by assigning the task to a dispatch
group that has auto-assignment enabled.
Role required: wm_qualifier, wm_initiator_qualifier, or wm_admin
To activate the auto-dispatch phase of the work order workflow, navigate to Assignment tab, and select
using auto-assignment for the Assignment
method for tasks configuration option.
, select the
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.
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.
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