View task information by clicking the task icon on the dispatch map.
A pop-up window shows the task number, the name of the agent if one is assigned to the task,
and the task description. By default, the system closes one pop-up window before opening another.
To allow multiple pop-up windows to remain open, navigate to If true, automatically closes a dispatch map information
window before opening a new one property.
and edit the
The following information is included in a task pop-up window:
- SLA: Time remaining on an SLA, if one is affected by this task.
- Priority: Task priority by number, 1 being the highest and 5 the
- Skills Needed: Skills needed to perform the work.
- Parts Needed: Parts needed to perform the work.
If multiple tasks exist in the same location, click the cluster icon to display the list of
tasks by status. Click any entry to display summaries for all the tasks in a pane beside the map.
You can access individual task records from this list.
Click the task number link to display the record in a pop-up window. You can reassign a task to
another agent using these fields:
- Dispatch group
- Assignment group
- Assigned to
Note: If a task has transfer orders that have shipped and are in transit, the system
displays a warning and blocks any attempt to reassign the task or to clear the
Assigned to field. If the transfer orders have been received or
delivered, reassignment is permitted, and the assets are moved to a state of In Stock
For an unassigned task, click the Auto-Dispatch related link to let the
system dispatch the task
automatically. You can edit the task schedule in this record or create a