Difference between revisions of "Dispatch Route Board"

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| class="navigationTitles" colspan="4" id="top" | [[File:RouteUnassigned.jpg|RouteUnassigned.jpg]]
 
| class="navigationTitles" colspan="4" id="top" | [[File:RouteUnassigned.jpg|RouteUnassigned.jpg]]
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|-
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| class="navigationTitles" colspan="4" | The Route Board provides the ability to manage jobs by servicer qualifcations and location projections. 
 
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| class="navigationTitles" colspan="4" | Navigation
 
| class="navigationTitles" colspan="4" | Navigation
 
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|-
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| colspan="4" style="width: 265px;" | Select Search > Customer > Use the search filters to find the customer > Click the customer in the Result Grid > Click Edit.
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| colspan="4" style="width: 265px;" | Select Dispatch > Route Board
 
|-
 
|-
 
| class="navigationTitles" colspan="4" | Overview
 
| class="navigationTitles" colspan="4" | Overview
 
|-
 
|-
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| colspan="4" style="width: 265px;" | Use Customer Maintenance to view the customer information as received in SOTG from the parent accounting system. This information is not editable when connected to a parent accounting system. There are four SOTG fields that can be altered for use in SOTG. This task provides several functions that allow you to setup, maintain, and inquire about customers, including:
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| colspan="4" style="width: 265px;" | The Route Board diplays a list of unassigned dispatch cards on load. The list of unassigned dispatch cards can also be loaded by clicking the Unassigned Servicer button. 
 
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| class="navigationTitles" colspan="4" | Overview
 
| class="navigationTitles" colspan="4" | Overview
 
|-
 
|-
−
| colspan="4" style="width: 265px;" | Use Customer Maintenance to view the customer information as received in SOTG from the parent accounting system. This information is not editable when connected to a parent accounting system. There are four SOTG fields that can be altered for use in SOTG. This task provides several functions that allow you to setup, maintain, and inquire about customers, including:
+
| colspan="4" style="width: 265px;" | The Routes panel displays a list of servicers. When the user clicks the servicer's name a list of servicers dispatch cards for the selected date will display along with a map of the site locations. 
 
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|  
 
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| class="navigationTitles" colspan="4" | Overview
 
| class="navigationTitles" colspan="4" | Overview
 
|-
 
|-
−
| colspan="4" style="width: 265px;" | Use Customer Maintenance to view the customer information as received in SOTG from the parent accounting system. This information is not editable when connected to a parent accounting system. There are four SOTG fields that can be altered for use in SOTG. This task provides several functions that allow you to setup, maintain, and inquire about customers, including:
+
| colspan="4" style="width: 265px;" | When clicked the Assigned button displays a list of dispatch cards for the selected date that have an assigned servicer.
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|  
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|-
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| class="navigationTitles" colspan="4" id="top" | [[File:RouteAllButton.jpg|RouteAllButton.jpg]]
 
|-
 
|-
 
| class="navigationTitles" colspan="4" | Overview
 
| class="navigationTitles" colspan="4" | Overview
 
|-
 
|-
−
| colspan="4" style="width: 265px;" | Use Customer Maintenance to view the customer information as received in SOTG from the parent accounting system. This information is not editable when connected to a parent accounting system. There are four SOTG fields that can be altered for use in SOTG. This task provides several functions that allow you to setup, maintain, and inquire about customers, including:
+
| colspan="4" style="width: 265px;" | When clicked the All button displays a list of all dispatch cards for the selected date.
 
|-
 
|-
 
| class="navigationTitles" colspan="4" id="top" | [[File:RouteCurrentLocationGrid.jpg|RouteCurrentLocationGrid.jpg]]
 
| class="navigationTitles" colspan="4" id="top" | [[File:RouteCurrentLocationGrid.jpg|RouteCurrentLocationGrid.jpg]]
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| class="navigationTitles" colspan="4" | Overview
 
| class="navigationTitles" colspan="4" | Overview
 
|-
 
|-
−
| colspan="4" style="width: 265px;" | Use Customer Maintenance to view the customer information as received in SOTG from the parent accounting system. This information is not editable when connected to a parent accounting system. There are four SOTG fields that can be altered for use in SOTG. This task provides several functions that allow you to setup, maintain, and inquire about customers, including:
+
| colspan="4" style="width: 265px;" | When clicked the Current Location button, under the List section, will display a list of dispatch cards where the servicer is on site. 
 
|-
 
|-
 
|  
 
|  
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| class="navigationTitles" colspan="4" | Overview
 
| class="navigationTitles" colspan="4" | Overview
 
|-
 
|-
−
| colspan="4" style="width: 265px;" | Use Customer Maintenance to view the customer information as received in SOTG from the parent accounting system. This information is not editable when connected to a parent accounting system. There are four SOTG fields that can be altered for use in SOTG. This task provides several functions that allow you to setup, maintain, and inquire about customers, including:
+
| colspan="4" style="width: 265px;" | When clicked the Projected Location button, under the List section, will display a list of dispatch cards where the servicer is expected to be at the current time. 
 
|-
 
|-
 
|  
 
|  
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| class="navigationTitles" colspan="4" | Overview
 
| class="navigationTitles" colspan="4" | Overview
 
|-
 
|-
−
| colspan="4" style="width: 265px;" | Use Customer Maintenance to view the customer information as received in SOTG from the parent accounting system. This information is not editable when connected to a parent accounting system. There are four SOTG fields that can be altered for use in SOTG. This task provides several functions that allow you to setup, maintain, and inquire about customers, including:
+
| colspan="4" style="width: 265px;" | When clicked the Current Location button, under the Map section, will display a map of dispatch cards where the servicer is on site. 
 
|-
 
|-
 
|  
 
|  
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| class="navigationTitles" colspan="4" | Overview
 
| class="navigationTitles" colspan="4" | Overview
 
|-
 
|-
−
| colspan="4" style="width: 265px;" | Use Customer Maintenance to view the customer information as received in SOTG from the parent accounting system. This information is not editable when connected to a parent accounting system. There are four SOTG fields that can be altered for use in SOTG. This task provides several functions that allow you to setup, maintain, and inquire about customers, including:
+
| colspan="4" style="width: 265px;" | When clicked the Projected Location button, under the Map section, will display a map of dispatch cards where the servicer is expected to be at the current time. 
−
|-
 
−
|  
 
−
|-
 
−
| class="navigationTitles" colspan="4" id="top" | [[File:RouteAllButton.jpg|RouteAllButton.jpg]]
 
−
 
 
 
|-
 
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| style="width: 265px;" |  
 
| style="width: 265px;" |  
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|-
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|-
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| class="navigationTitles" colspan="4" id="top" | [[File:RouteDispatch.jpg|RouteDispatch.jpg]]
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|-
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| colspan="4" | The Dispatch tab provides the ability to edit the selected dispatch cards.
 
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|-
 
| colspan="4" |  
 
| colspan="4" |  
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|-
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| class="navigationTitles" colspan="4" id="top" | [[File:RouteJob.jpg|RouteJob.jpg]]
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|-
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| colspan="4" | The Job tab provides the ability to edit the job.
 
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|-
 
| colspan="4" |  
 
| colspan="4" |  
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|-
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| class="navigationTitles" colspan="4" id="top" | [[File:RouteWO.jpg|RouteWO.jpg]]
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|-
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| colspan="4" | The Work Order tab provides the ability to edit the work order.
 
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|-
 
| colspan="4" |  
 
| colspan="4" |  
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|-
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| class="navigationTitles" colspan="4" id="top" | [[File:RouteNotes.jpg|RouteNotes.jpg]]
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|-
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| colspan="4" | The Notes tab provides the ability to add and edit job notes.
 
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|-
 
| colspan="4" |  
 
| colspan="4" |  
 
|-
 
|-
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| colspan="4" |  
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| class="navigationTitles" colspan="4" id="top" | [[File:RouteOptions.jpg|RouteOptions.jpg]]
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|-
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| colspan="4" | Use Distance: When checked the predictive dispatching will use distance when filling the servicers list.
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|-
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| colspan="4" | Adjust Jobs: When checked the system will move job's schedule date forward when a job is completed early.
 +
|-
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| class="navigationTitles" colspan="4" id="top" | [[File:RouteOrder.jpg|RouteOrder.jpg]]
 +
|-
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| colspan="4" | The Order tab is used to establish the dispatch prediction order. This order is used to determine which servicer is best qualified for the job. If the distance option is selected, it will use location and qualifications to create the servicer list.
 
|-
 
|-
 
| colspan="4" |  
 
| colspan="4" |  
 
|-
 
|-
−
| colspan="4" |  
+
| class="navigationTitles" colspan="4" id="top" | [[File:RouteLegend.jpg|RouteLegend.jpg]]
 
|-
 
|-
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| colspan="4" |  
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| colspan="4" | The Legend tab displays a list of all servicers with their pin colors.
 
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|-
 
| colspan="4" |  
 
| colspan="4" |  

Latest revision as of 11:53, 19 February 2025

The Route Board provides the ability to manage jobs by servicer qualifcations and location projections. 
Navigation
Select Dispatch > Route Board
Overview
The Route Board diplays a list of unassigned dispatch cards on load. The list of unassigned dispatch cards can also be loaded by clicking the Unassigned Servicer button. 
 
Overview
The Routes panel displays a list of servicers. When the user clicks the servicer's name a list of servicers dispatch cards for the selected date will display along with a map of the site locations. 
 
Overview
When clicked the Assigned button displays a list of dispatch cards for the selected date that have an assigned servicer.
 
Overview
When clicked the All button displays a list of all dispatch cards for the selected date.
Overview
When clicked the Current Location button, under the List section, will display a list of dispatch cards where the servicer is on site. 
 
Overview
When clicked the Projected Location button, under the List section, will display a list of dispatch cards where the servicer is expected to be at the current time. 
 
Overview
When clicked the Current Location button, under the Map section, will display a map of dispatch cards where the servicer is on site. 
 
Overview
When clicked the Projected Location button, under the Map section, will display a map of dispatch cards where the servicer is expected to be at the current time. 
       
 Top
 
The Dispatch tab provides the ability to edit the selected dispatch cards.
 
The Job tab provides the ability to edit the job.
 
The Work Order tab provides the ability to edit the work order.
 
The Notes tab provides the ability to add and edit job notes.
 
Use Distance: When checked the predictive dispatching will use distance when filling the servicers list.
Adjust Jobs: When checked the system will move job's schedule date forward when a job is completed early.
The Order tab is used to establish the dispatch prediction order. This order is used to determine which servicer is best qualified for the job. If the distance option is selected, it will use location and qualifications to create the servicer list.
 
The Legend tab displays a list of all servicers with their pin colors.
 
 
 
 
 
 
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