Configure central dispatch

Each dispatcher can create their own configuration for the central dispatch board.

Before you begin

Role required: wm_dispatcher or admin

About this task

A dispatcher can configure the following on the central dispatch board:
  • Select the fields that are displayed for each task in the Tasks list.
  • Select the fields that are displayed for each agent in the Team list.
  • Select conditions to filter the tasks that are displayed in the Tasks list.
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.

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. Configure the following information.
    OptionDescription
    Select the fields that are displayed for each task in the Tasks list on the central dispatch board. Click the Tasks button at the top of the window. In the Task Display Fields section, enable the fields that you want to display and disable the fields that you want to hide.

    The Number and Short description fields are displayed by default. The remaining fields available for selection are configured by the system administrator.

    Select the fields that are displayed for each agent in the Team list on the central dispatch board. Click the Team button at the top of the window. In the Team Display Fields section, enable the fields that you want to display and disable the fields that you want to hide.

    The Name field is displayed by default. The fields available for selection are configured by the system administrator.

    Select one or more conditions to filter the tasks that are displayed in the Tasks list on the central dispatch board. Click the Advanced Configuration link to display the Personalize Central Dispatch window. In the Task condition field, use the condition builder to construct one or more condition statements to filter the tasks in the Tasks list.
  4. Click the configuration icon again to close the Configuration Settings window.