Setting Up the SM Dispatch Board

SM Dispatch Board Setup defines boards used for scheduling: which technicians appear and which open work orders the board shows.

Before you start

• Technicians exist in SM Technicians.
• Know filter criteria (call type, customer, and so on) for each board.

Steps

1. Open SM Dispatch Board Setup.
2. Create a board or edit an existing one.
3. Link the board to the technicians who should appear on it.
4. Assign custom queries to filter open work orders (call type, customer, and similar criteria).
5. Adjust display settings for how the board presents work.
6. Save.

Notes

• Incorrect queries can hide open work orders from dispatchers.

Tips

• Day-to-day assignment steps are in Using the SM Dispatch Board.