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]]
 +
|-
 +
| class="navigationTitles" colspan="4" | The Route Board provides the ability to manage jobs by servicer qualifcations and location projections. 
 
|-
 
|-
 
| class="navigationTitles" colspan="4" | Navigation
 
| class="navigationTitles" colspan="4" | Navigation
 
|-
 
|-
−
| 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.
+
| colspan="4" style="width: 265px;" | Select Dispatch > Route Board
 
|-
 
|-
 
| 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 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. 
 
|-
 
|-
−
| colspan="4" style="width: 265px;" | <span class="dotContentHeader">•</span>&nbsp;Adding or editing links for LinkedIn, Twitter and Facebook
+
| &nbsp;
 
|-
 
|-
−
| colspan="4" style="width: 265px;" | <span class="dotContentHeader">•</span>&nbsp;[[Customer_Management#customersitesTab|Site Tab]]
+
| class="navigationTitles" colspan="4" id="top" | [[File:RouteServicerSpecific.jpg|RouteServicerSpecific.jpg]]
 
|-
 
|-
−
| colspan="4" style="width: 265px;" | <span class="dotContentHeader">•</span>&nbsp;[[Customer_Management#customertaskstab|Tasks Tab]]
+
| class="navigationTitles" colspan="4" | Overview
 
|-
 
|-
−
| colspan="4" style="width: 265px;" | <span class="dotContentHeader">•</span>&nbsp;[[Customer_Management#customercontactstab|Contacts Tab]]
+
| 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.&nbsp;
 
|-
 
|-
−
| colspan="4" style="width: 265px;" | <span class="dotContentHeader">•</span>&nbsp;[[Customer_Management#customernotestab|Notes Tab]]
+
| &nbsp;
 
|-
 
|-
−
| colspan="4" style="width: 265px;" | <span class="dotContentHeader">•</span>&nbsp;[[Customer_Management#customerdoctab|Documents Tab]]
+
| class="navigationTitles" colspan="4" id="top" | [[File:RouteAssignedButton.jpg|RouteAssignedButton.jpg]]
 
|-
 
|-
−
| colspan="4" style="width: 265px;" | <span class="dotContentHeader">•</span>&nbsp;[[Customer_Management#customerinvoicestab|Invoices Tab]]
+
| class="navigationTitles" colspan="4" | Overview
−
|-
 
−
| colspan="4" style="width: 265px;" | <span class="dotContentHeader">•</span>&nbsp;[[Customer_Management#customeragreementstab|Agreements Tab]]
 
−
|-
 
−
| style="width: 265px;" | &nbsp;
 
−
| style="width: 306px;" | &nbsp;
 
−
| style="width: 432px;" | &nbsp;
 
−
| style="width: 446px;" | &nbsp;
 
−
|-
 
−
| class="headerMainTitles" colspan="4" | Fields
 
−
|-
 
−
| class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#customer_number|Customer No]]
 
−
| class="fieldGrayBackgrounds" style="width: 306px;" | [[Glossary#customercity|City]]
 
−
| class="fieldGrayBackgrounds" style="width: 432px;" | [[Glossary#activestatus|Active]]
 
−
| class="fieldGrayBackgrounds" style="width: 446px;" | [[Glossary#Cust_Name|Customer Name]]
 
−
|-
 
−
| class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#customeraddress|Address]]
 
−
| class="fieldGrayBackgrounds" style="width: 306px;" | [[Glossary#customerext|Ext]]
 
−
| class="fieldGrayBackgrounds" style="width: 432px;" | [[Glossary#customerstate|State]]
 
−
| class="fieldGrayBackgrounds" style="width: 446px;" | [[Glossary#customerbillingcontact|Billing Contact]]
 
−
|-
 
−
| class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#customeraddress|Address]]
 
−
| class="fieldGrayBackgrounds" style="width: 306px;" | [[Glossary#customeremail|Email]]
 
−
| class="fieldGrayBackgrounds" style="width: 432px;" | [[Glossary#customercountry|Country]]
 
−
| class="fieldGrayBackgrounds" style="width: 446px;" | [[Glossary#customerterms|Terms]]
 
−
|-
 
−
| class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#customeraddress|Address]]
 
−
| class="fieldGrayBackgrounds" style="width: 306px;" | &nbsp;
 
−
| class="fieldGrayBackgrounds" style="width: 432px;" | [[Glossary#customerfacebook|Facebook]]
 
−
| class="fieldGrayBackgrounds" style="width: 446px;" | [[Glossary#customertaxschedule|Tax Schedule]]
 
−
|-
 
−
| class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#customerzip|Zip]]
 
−
| class="fieldGrayBackgrounds" style="width: 306px;" | &nbsp;
 
−
| class="fieldGrayBackgrounds" style="width: 432px;" | &nbsp;
 
−
| class="fieldGrayBackgrounds" style="width: 446px;" | [[Glossary#customertaxexemptno|Tax Exempt No]]
 
−
|-
 
−
| class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#customerphone|Phone]]
 
−
| class="fieldGrayBackgrounds" style="width: 306px;" | &nbsp;
 
−
| class="fieldGrayBackgrounds" style="width: 432px;" | &nbsp;
 
−
| class="fieldGrayBackgrounds" style="width: 446px;" | [[Glossary#customerpricelevel|Price Level]]
 
−
|-
 
−
| class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#customerfax|Fax]]
 
−
| class="fieldGrayBackgrounds" style="width: 306px;" | &nbsp;
 
−
| class="fieldGrayBackgrounds" style="width: 432px;" | &nbsp;
 
−
| class="fieldGrayBackgrounds" style="width: 446px;" | [[Glossary#customersalesperson|Salesperson]]
 
−
|-
 
−
| class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#customerlinkedin|LinkedIn]]
 
−
| class="fieldGrayBackgrounds" style="width: 306px;" | &nbsp;
 
−
| class="fieldGrayBackgrounds" style="width: 432px;" | &nbsp;
 
−
| class="fieldGrayBackgrounds" style="width: 446px;" | [[Glossary#customeraccountmanager|Account Manager]]
 
−
|-
 
−
| class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#customertwitter|Twitter]]
 
−
| class="fieldGrayBackgrounds" style="width: 306px;" | &nbsp;
 
−
| class="fieldGrayBackgrounds" style="width: 432px;" | &nbsp;
 
−
| class="fieldGrayBackgrounds" style="width: 446px;" | &nbsp;
 
−
|-
 
−
| colspan="4" style="width: 265px;" | &nbsp;
 
−
|-
 
−
| colspan="4" style="width: 265px;" | [[File:CustomerSearch.jpg|CustSearch ccexpress.png]]
 
 
|-
 
|-
−
| colspan="4" | &nbsp;[[Customer_Management#top|Top]]
+
| 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.
−
----
 
−
 
 
 
|-
 
|-
−
| class="headerMainTitles" colspan="4" id="customersitesTab" | Sites Tab
+
| &nbsp;
 
|-
 
|-
−
| colspan="4" style="width: 265px;" | [[File:CustomerSites.jpg|Cust sitesTab ccexpress.png]]
+
| 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;" | Sites are managed using the [[Site_Management|Site Management]] form.
+
| colspan="4" style="width: 265px;" | When clicked the All button displays a list of all dispatch cards for the selected date.
−
|-
 
−
| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;Use the More drop-list to Add a new site
 
 
|-
 
|-
−
| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;Select a site in the results grid to Edit the site.
+
| class="navigationTitles" colspan="4" id="top" | [[File:RouteCurrentLocationGrid.jpg|RouteCurrentLocationGrid.jpg]]
−
|-
 
−
| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;Use the More drop-list to Search for an existing site.
 
−
|-
 
−
| colspan="4" | &nbsp;[[Customer_Management#top|Top]]
 
−
----
 
−
 
 
−
|-
 
−
| class="headerMainTitles" colspan="4" id="customertaskstab" | Tasks Tab
 
−
|-
 
−
| colspan="4" style="width: 265px;" | [[File:CustomerTasks.jpg|CustomerTasks.jpg]]
 
 
|-
 
|-
 
| class="navigationTitles" colspan="4" | Overview
 
| class="navigationTitles" colspan="4" | Overview
 
|-
 
|-
−
| colspan="4" style="width: 265px;" | Tasks are managed using the [[Task_Management|Task Management]] form.
+
| 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.&nbsp;
 
|-
 
|-
−
| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;Use the More drop-list to add a new task
+
| &nbsp;
 
|-
 
|-
−
| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;Select Edit in the results grid to rdit an existing task.
+
| class="navigationTitles" colspan="4" id="top" | [[File:RouteProjectedLocationGrid.jpg|RouteProjectedLoationGrid.jpg]]
−
|-
 
−
| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;Select Replicate in the results grid to replicate the task.
 
−
|-
 
−
| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;Select Remove in the results grid to remove the task.
 
−
|-
 
−
| class="headerMainTitles" colspan="4" | Fields
 
−
|-
 
−
| class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#TaskType|Task Type]]
 
−
| class="fieldGrayBackgrounds" style="width: 306px;" | [[Glossary#TaskDetails|Task Desc]]
 
−
| class="fieldGrayBackgrounds" style="width: 432px;" | &nbsp;
 
−
| class="fieldGrayBackgrounds" style="width: 265px;" | &nbsp;
 
−
|-
 
−
| colspan="4" | &nbsp;[[Customer_Management#top|Top]]
 
−
----
 
−
 
 
−
|-
 
−
| class="headerMainTitles" colspan="4" id="customercontactstab" | Contacts Tab
 
−
|-
 
−
| class="headerMainTitles" colspan="4" | [[File:CustomerContacts.jpg|CustomerContacts.jpg]]
 
 
|-
 
|-
 
| class="navigationTitles" colspan="4" | Overview
 
| class="navigationTitles" colspan="4" | Overview
 
|-
 
|-
−
| colspan="4" style="width: 265px;" | Contacts are managed using the [[Contact_Management|Contact Management]] form.&nbsp;
+
| 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.&nbsp;
 
|-
 
|-
−
| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;Use the More drop-list to add a new customer contact
+
| &nbsp;
 
|-
 
|-
−
| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;Select a site in the Results Grid to edit the site.
+
| class="navigationTitles" colspan="4" id="top" | [[File:RouteCurrentLocationMap.jpg|RouteCurrentLocationMap.jpg]]
−
|-
 
−
| colspan="4" | &nbsp;[[Customer_Management#top|Top]]
 
−
----
 
−
 
 
−
|-
 
−
| class="headerMainTitles" colspan="4" id="customernotestab" | Notes Tab
 
−
|-
 
−
| colspan="4" | [[File:CustomerNotes.jpg|CustomerNotes.jpg]]
 
 
|-
 
|-
 
| class="navigationTitles" colspan="4" | Overview
 
| class="navigationTitles" colspan="4" | Overview
 
|-
 
|-
−
| colspan="4" style="width: 265px;" | Notes are managed on the Notes Tab.&nbsp;&nbsp;
+
| 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.&nbsp;
 
|-
 
|-
−
| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;Use the More drop-list to toggle the form to add a new customer note.
+
| &nbsp;
 
|-
 
|-
−
| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;Use the More drop-list to toggle the form to search for an existing customer note.
+
| class="navigationTitles" colspan="4" id="top" | [[File:RouteProjectedLocationMap.jpg|RouteProjectedLocationMap.jpg]]
−
|-
 
−
| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;Click the Edit option in the Results Grid to edit an existing customer note.
 
−
|-
 
−
| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;Click the Remove option in the Results Grid to remove an existing customer note.
 
−
|-
 
−
| class="headerMainTitles" colspan="4" | Fields
 
−
|-
 
−
| class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#NoteCategory|Category]]
 
−
| class="fieldGrayBackgrounds" style="width: 306px;" | &nbsp;
 
−
| class="fieldGrayBackgrounds" style="width: 432px;" | &nbsp;
 
−
| class="fieldGrayBackgrounds" style="width: 446px;" | &nbsp;
 
−
|-
 
−
| class="fieldGrayBackgrounds" colspan="4" | [[Glossary#NoteContent|Note]]
 
−
|-
 
−
| colspan="4" | &nbsp;[[Customer_Management#top|Top]]
 
−
----
 
−
 
 
−
|-
 
−
| class="headerMainTitles" colspan="4" id="customerdoctab" | Documents Tab
 
−
|-
 
−
| class="headerMainTitles" colspan="4" | [[File:CustomerDocs.jpg|CustomerDocs.jpg]]
 
 
|-
 
|-
 
| class="navigationTitles" colspan="4" | Overview
 
| class="navigationTitles" colspan="4" | Overview
 
|-
 
|-
−
| colspan="4" style="width: 265px;" | Document are uploaded, downloaded and removed using the&nbsp;[[Documents_Management|Documents Management]] form.
+
| 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.&nbsp;
 
|-
 
|-
−
| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;Use the More drop-list to add a new document using the Documents Management form.
+
| style="width: 265px;" | &nbsp;
−
|-
+
| style="width: 306px;" | &nbsp;
−
| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;Click the View option in the Results Grid to edit the document in the Documents Management form.
+
| style="width: 432px;" | &nbsp;
−
|-
+
| style="width: 446px;" | &nbsp;
−
| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;Click the Remove option to remove the selected Document.
 
 
|-
 
|-
 
| colspan="4" | &nbsp;[[Customer_Management#top|Top]]  
 
| colspan="4" | &nbsp;[[Customer_Management#top|Top]]  
Line 196: Line 77:
  
 
|-
 
|-
−
| class="headerMainTitles" colspan="4" id="customerinvoicestab" | Invoices Tab
+
| &nbsp;
 
|-
 
|-
−
| class="headerMainTitles" colspan="4" | [[File:CustomerInvoices.jpg|CustomerInvoices.jpg]]
+
| class="navigationTitles" colspan="4" id="top" | [[File:RouteDispatch.jpg|RouteDispatch.jpg]]
 
|-
 
|-
−
| class="navigationTitles" colspan="4" | Overview
+
| colspan="4" | The Dispatch tab provides the ability to edit the selected dispatch cards.
 
|-
 
|-
−
| colspan="4" style="width: 265px;" | Invoices are created using the&nbsp;[[Job_Management|Job Management]] form.&nbsp;
+
| colspan="4" | &nbsp;
 
|-
 
|-
−
| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;Select an invoice in the Results Grid to view or edit an invoice.&nbsp;
+
| class="navigationTitles" colspan="4" id="top" | [[File:RouteJob.jpg|RouteJob.jpg]]
 
|-
 
|-
−
| colspan="4" | &nbsp;[[Customer_Management#top|Top]]
+
| colspan="4" | The Job tab provides the ability to edit the job.
−
----
 
−
 
 
 
|-
 
|-
−
| class="headerMainTitles" colspan="4" id="customeragreementstab" | Agreements Tab
+
| colspan="4" | &nbsp;
 
|-
 
|-
−
| class="headerMainTitles" colspan="4" | [[File:CustomerAgreements.jpg|CustomerAgreements.jpg]]
+
| class="navigationTitles" colspan="4" id="top" | [[File:RouteWO.jpg|RouteWO.jpg]]
 
|-
 
|-
−
| class="navigationTitles" colspan="4" | Overview
+
| colspan="4" | The Work Order tab provides the ability to edit the work order.
 
|-
 
|-
−
| colspan="4" style="width: 265px;" | Agreements are managed using the [[Agreement_Management|Agreement Management]] form.&nbsp;
+
| colspan="4" | &nbsp;
 
|-
 
|-
−
| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;Select an agreement in the Results Grid to edit the selected agreement.&nbsp;
+
| class="navigationTitles" colspan="4" id="top" | [[File:RouteNotes.jpg|RouteNotes.jpg]]
 
|-
 
|-
−
| colspan="4" | &nbsp;[[Customer_Management#top|Top]]
+
| colspan="4" | The Notes tab provides the ability to add and edit job notes.
−
----
 
−
 
 
 
|-
 
|-
 
| colspan="4" | &nbsp;
 
| colspan="4" | &nbsp;
 
|-
 
|-
−
| colspan="4" | &nbsp;
+
| class="navigationTitles" colspan="4" id="top" | [[File:RouteOptions.jpg|RouteOptions.jpg]]
 +
|-
 +
| colspan="4" | Use Distance: When checked the predictive dispatching will use distance when filling the servicers list.
 
|-
 
|-
−
| colspan="4" | &nbsp;
+
| colspan="4" | Adjust Jobs: When checked the system will move job's schedule date forward when a job is completed early.
 
|-
 
|-
−
| colspan="4" | &nbsp;
+
| class="navigationTitles" colspan="4" id="top" | [[File:RouteOrder.jpg|RouteOrder.jpg]]
 
|-
 
|-
−
| colspan="4" | &nbsp;
+
| 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" | &nbsp;
 
| colspan="4" | &nbsp;
 
|-
 
|-
−
| colspan="4" | &nbsp;
+
| class="navigationTitles" colspan="4" id="top" | [[File:RouteLegend.jpg|RouteLegend.jpg]]
 
|-
 
|-
−
| colspan="4" | &nbsp;
+
| colspan="4" | The Legend tab displays a list of all servicers with their pin colors.
 
|-
 
|-
 
| colspan="4" | &nbsp;
 
| colspan="4" | &nbsp;

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.
 
 
 
 
 
 
Retrieved from "https://svconthego.net/index.php?title=Dispatch_Route_Board&oldid=3832"