Scheduling A Dispatch

Use the Service Schedule Dispatch form to dispatch a partner to an existing task. Follow these steps to schedule the dispatch:

1. On the Service Schedule Dispatch form, specify this information in the To Be Dispatched section:

   Request Date

   The current date is displayed. Optionally, select a different date for the service.

   Source

   Select the reference for the appointment: Incident, SRO, Misc. The Source Information fields populate from the order specified in this field.

   Hours

   Specify the number of hours needed for the service.

   Days to Look Ahead

   Select the number of days to look ahead for availability of a partner.

   Minimum Hours Per Day

   Specify the minimum number of hours to work per day for the service.

   View Button

   Click this button to launch the Incidents or Service Orders form.

   Refresh Partner List Button

   Click this button to refresh the Partner List and update for all changes made to the Scheduler.

2. Select the primary partner that you want to dispatch for the service.
3. Click Partner Selection Criteria to launch view the list of criteria being used to find a partner.
4. Click View Partner Calendar to launch the Service Schedules form, filtered for the current partner.
5. Optionally, specify these appointment details on the Detail tab:

   Appointment Type

   Select if the appointment is a standard type or holiday type.

   Appointment Status

   Select the status of the appointment: new, complete, work in process.

   Description

   Specify a description of the service.

   Notes

   Specify any additional notes.

6. Click Dispatch Email to send an email to the partner.

7. Click Create Appointment to schedule the appointment.

Related Topics

About Scheduling