Setting Up the Work Order Dispatch Board

The Work Order Dispatch Board shows all work orders that are not yet completed. You can configure the display of the dispatch board by user login to optimize the information each user sees. For example, one user may not need to know the category of work orders but it is critical to know how much time is left before a notification reaches its date/time threshold. For example they may want to identify and schedule emergency work orders within a specified time after the initial call for service is received and also make sure that the work order is completed within a specified time after it is scheduled. Another user may not be interested in notifications at all and simply needs to review work orders by status and/or priority.

WO Dispatch Screen

The following WO Dispatch screen setup options require explanation:

Submit	Click this button to show the work orders that match the criteria you have selected (property codes, unit codes, notification codes, call date range, due date range, status, priority, or category).
Grid Setup	Click Grid Setup to configure the column sizes, positions, and the columns that will appear in the WO Dispatch grid for the user that you are logged in as.
Display Settings	Click Display Settings to configure visual display parameters for your notifications as they appear in the grid. These settings are global and apply to all Work Order Dispatch Board login users. You can set different color and font displays depending on the range of time left for the specified notifications.

To setup up the display grid settings

From the Functions menu, click the Grid Setup link.

• Grid Setup Screen

The following Grid Setup options require explanation:

Status	You can double-click this column to change the status of a work order on the Other Info tab.
Assigned To	You can double-click this column to assign an employee and set the scheduled start date and time and the finish date and time on the Labor tab for a work order.
Scheduled Date	This date is the Start Date in the Schedule section on the work order Labor tab. You can set the labor Schedule start date and time as well as finish date and time by double-clicking in the Assigned To column in the Dispatch Board grid. This is not the Scheduled Date on the work order Other Info tab. The dates on that tab report the history when you changed the status on the work order record.
Positions	You can arrange the positions that a column appears in the grid.
Width	You can set the width of a column in pixels or as a percentage of the screen. You can be more precise if you use pixels.
Unit	PX = Pixels. % = Percentage.
Show	Check the option to show the column in the grid. Remove the check mark to hide the column.
Order By	You can order the grid by all columns except Pending, Time Left, or Sent.
Max Rows	You can change the maximum number of rows displayed in the grid.
Refresh Rate	The default is zero (0) which means the screen does not refresh until you click the Refresh button. Otherwise, you can type an integer to set the rate in minutes.

To setup up the notification display settings

From the Functions menu, click the Display Settings link.

• Display Settings Screen

The Work Order Display screen provides default settings for you to use as examples. If you have set up work order notifications, you can set how the work order displays on the dispatch board as it approaches date/time thresholds. For information on excluding or including after business hours, holidays, and weekends in the notification calculation, see “Setting Up Business Hours for Notifications”, “Setting Up Holidays for Notifications”.

The following Display Settings options require explanation:

Notification	Select specific notifications to limit the display in the setup grid to those selected notifications.
Time Less Than	The time left before the notification is triggered is less than the value you enter.
Time Greater Than	The time left before the notification is triggered is greater than the value you enter.
Color Scheme	The color scheme determines the row background color on the dispatch board when the notification is triggered.
Font	The font determines how the text displays on the dispatch board when the notification is triggered (Bold, Italic, or Normal).