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The Dispatch Notify form pops up automatically when a call is "stopped" during Call Entry. The Dispatch task button in the Modify Work Order form also causes the Dispatch Notify form to pop up. The user has the option of notifying the Vendor or the Employee of the work order request by telephone, fax, a paging device, email, or the order can be sent directly to a printer. The caller and/or site requesting the work could also be notified using this form. Screen Shot
Complete each tab that applies to this order, i.e., Printer, Phone, Fax, Email and Page.
Note 1: The dispatch methods, i.e., fax, email, page, phone, print, will not be active in the Dispatch Notify form unless they are specifically added to the priority code (used for the work order) as a dispatch method. See Priority Code Maintenance for specific instructions.Note 2: The telephone, pager, and fax numbers, as well as email addresses are all system defaults. These numbers are added to the Dispatching tab of Employee Maintenance form and the Dispatching tab of the Vendor Site Maintenance form.
Check the box labeled Mark as Dispatched. The status “D” for Dispatchted will be added to the work order log.
Tip 1: To automatically set the status of all service request work orders as dispatched, use the Company Default Setting, Dispatch Notify_MarkAsDispatched.
To review the problem description and target dates for the order, click the button labeled Show Order.
To add information or an update to the Work Order Log History, click the button labeled Add Comment. When the dialog box pops up, enter the applicable text and click OK.
To include related documents, instructions, site plans, etc. with an email (only) dispatch, click the button labeled Add Attachments.
Tip 2: To automatically include a PDF attachment of the work order on all emails, use the Company Default Setting, Emailing_IncludePDFAttachment. In order for the attachments to work on the dispatch emails, the overall setting in the Messenger emailing configuration must be checked.
Click OK.
Note 3: Generally, business hours are set for 8:00am to 5:00pm. If the priority of a work order created after 5:00pm is other than P1, the dispatch notice will automatically be sent the following day. Morning and delayed paging preferences are set using the Technician Availability screen. See Pager Properties.
