Creating Activities from the Dispatch Board (End User)

Instead of working with the activities that appear on the Dispatch Board, you can create a new activity while viewing the Dispatch Board.

This task is a step in Process of Managing the Dispatch Board.

To create an activity from the Dispatch Board

  1. Navigate to the Dispatch Board screen.

  2. In the Unscheduled Activities view, create a new activity record, and complete the fields as appropriate.

    Centralized dispatchers can assign and schedule activities after searching for activities in a service region.