Dispatch

Use this topic for assign active work.

Before you start

  • Use the correct company and an active account with permission for this workflow.

Where to go

Workspace → Dispatch

Audience

Business owners and dispatchers.

Permissions

  • Only business owners and authorized dispatchers may manage this view.

Actions

Assign work
Use Assign work to support assign active work.
Reassign work
Use Reassign work to support assign active work.

Statuses

Unassigned
The record is currently unassigned.
Assigned
The record is currently assigned.
En route
The record is currently en route.
Completed
The record is currently completed.

Workflow

  1. Open Dispatch.
  2. Review the record and its current status.
  3. Choose Assign work and confirm the result.

Expected outcome

Read the current saved state in the workspace after the permitted action; Help does not perform or verify the action.

Troubleshooting

No eligible assignee appears
Check staff status, service skills, branch, and availability