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Process Flows for Dispatch Board Scheduling

Figure 3 shows two process flows: one for a local dispatch business scenario and one for a centralized dispatch business scenario. In a local dispatch scenario, the dispatcher creates an activity, creates an activity plan, and then schedules an activity. In the centralized dispatch scenario, the dispatcher searches for activities and then assigns activities. This section provides details about each procedure in the two processes.

Figure 3.  Process Flows for Dispatch Board Scheduling

Local Dispatch Procedures for Scheduling an Activity

Local dispatcher can schedule an activity by performing the following procedures:

1. Creating an activity. See To enter a new activity for a service request.
2. Creating an activity plan. See Field Service Activities.
3. Scheduling an activity. See To schedule field service engineers manually.

Centralized Dispatch Procedures for Scheduling an Activity

This section discusses the following procedures:

1. Searching for activities.
2. Assigning activities. See To assign and schedule field service engineers with the Dispatch Board.

To search for activities

1. Navigate to the Dispatch Board screen.
2. Search for unscheduled activities by doing one of the following:
   • Clicking the Select Service Region button on the Gantt Chart
   • Clicking the Query button on the Unscheduled Activities view.