Select and assign multiple tasks

Dispatchers can manually select multiple tasks on which to run dynamic scheduling.

Before you begin

Role required: wm_dispatcher or wm_admin

About this task

Users with the dispatcher role can select multiple tasks for assignment. Clicking Auto Assign creates assignment recommendations for the selected tasks which the dispatcher can view in the Confirm Assignment pop-up window. The dispatcher can then cancel or confirm the task assignments.

If there has been an update to any of the selected tasks, an informational message notifies the dispatcher to run the recommendations again.

Procedure

  1. Navigate to a list of work order tasks.
  2. Select the desired tasks for assignment. Tasks must be in the Pending Dispatch state.
  3. From the Actions menu at the bottom of the list, select Auto Assign.
    The Confirm Assignment pop-up window displays a list of the selected tasks in the following categories: Assigned, Not Assigned, Reassigned, and Unassigned.
    Note: If there has been an update to any of the selected tasks, an informational message notifies the dispatcher to run the recommendations again.
    Note: If more tasks are selected than dynamic scheduling can handle, the pop-up window displays a message to reduce the number of tasks.
  4. Click Confirm to approve the recommendations on the Confirm Assignment pop-up window.