Using the SM Dispatch Board

The SM Dispatch Board shows open work orders and technicians so you can create trip assignments.

Before you start

• Boards are configured in SM Dispatch Board Setup.
• Technicians and work orders exist.

Steps

1. Open the SM Dispatch Board.
2. Review open work orders and available technicians.
3. Assign a work order to a technician to create an SM Trip record.
4. Create new work orders from the board when needed.
5. Adjust call-type colors and display options if your board allows local view changes.

Notes

• Technicians must be listed and available before you assign trips.

Tips

• Field apps or integrated third-party tools can track trips after assignment in Vista.