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About the Process Flows for Dispatch Board Scheduling


Figure 12 shows the process flows for local dispatch procedures and for centralized dispatch procedures.

Figure 12. Process Flows for Dispatch Board Scheduling

In a local dispatch situation, the dispatcher creates an activity, creates an activity plan, and then schedules an activity. In the centralized dispatch situation, the dispatcher searches for activities and then assigns activities. This topic includes details about each task in these situations.

Local Dispatcher tasks for Scheduling Activities

Local dispatchers can perform the following tasks to schedule activities:

  1. Create an activity. For more information, see Creating Service Activities (End User).
  2. Create an activity plan. For more information, see Service Activity Templates and Activity Plans.
  3. Schedule an activity. For more information, see Assigning Activities to Field Service Engineers (End User).

Central Dispatcher Tasks for Scheduling Activities

Central dispatchers can perform the following tasks to schedule activities:

  1. Search for activities. They search for activities in the Unscheduled Activities list of the Dispatch Board.
  2. Assign activities. For more information, see Assigning Activities to Field Service Engineers from the Dispatch Board.
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