Administer central dispatch

The system administrator can configure several settings that control the information displayed on the central dispatch board.

Before you begin

Role required: admin

About this task

The system administrator can set the following advanced configuration settings:
  • The task fields displayed in the Tasks section.
  • The task fields displayed in task tooltips.
  • The user fields displayed in the Team section.
  • The colors assigned to the different task states.
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.
The configuration settings can be accessed in two different ways:
  • From the Central Dispatch window by clicking the configuration settings icon.
  • From the Field Service menu by navigating to Field Service > Administration > Central Dispatch Configuration.

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. Click the Advanced Configuration link to display the Personalize Central Dispatch window.
  4. Configure the following information.
    OptionDescription
    Select the fields that can be displayed for a task in the Tasks list. The selected fields appear on the Tasks tab of the Configuration Settings window and the dispatcher can enable or disable these fields as desired.

    In the Task Fields section, select the desired fields and move them to the Selected list.

    Select the fields displayed in the task tooltips. The selected fields appear in the tooltip when the dispatcher points to a task in the calendar.

    In the Task Tooltip Fields section, select the desired fields and move them to the Selected list.

    Select the fields that can be displayed for an agent in the Team list. The selected fields appear on the Team tab of the Configuration Settings window and the dispatcher can enable or disable these fields as desired.

    Click the Team Display tab. Select the desired fields and move them to the Selected list.

    Select the colors that represent the different task states. Assigned tasks are represented on the calendar by colored bars, with the color of the bar indicating the task state.

    Click the State Colors tab. For each task state, enter the name or HTML hex number for the desired color.

    Select the colors for the task SLA indicators. SLA indicators appear as thin colored bars under assigned and unassigned tasks.

    Click the SLA Color tab and modify the SLA color codes as needed.

  5. Click Update.