Scheduling and Dispatching Forms

How to schedule and dispatch forms

The Dispatch Schedule page displays all the dispatched forms in a new calendar view that allows you to see a technician’s schedule. Viewing this information in a calendar view is very helpful to avoid overlapping or double-booking a technician.

From the Operations menu, select Schedule and Dispatch. The Schedule and Dispatch page opens.
Select Multiple Users Today to view schedules for multiple users for one day. Then select the users for which you want to view schedules. The following illustration shows Alice’s and Barb’s schedules for Monday, April 27th, 2020.

Select One User This Week to view schedules for one technician for a week. Then select the user for which you want to view the schedules. The following illustration displays Barb’s schedule for the week of April 26th, 2020.
To create a new dispatched form, simply double-click on the empty time slot to open the Dispatch Form window.