1. Field Service Guide
  2. Assigning Activities to Field Service Engineers from the Dispatch Board

Assigning Activities to Field Service Engineers from the Dispatch Board

You can assign activities to engineers from the Dispatch Board. For more information, see About Using the Dispatch Board to Assign Activities.

Note: You can also call Contract Scheduling from the Unscheduled Activities view of the Dispatch Board by clicking the Insert Activity button. For more information, see About Running Contract Scheduling.

To assign an activity to a field service engineer from the Dispatch Board

  1. Navigate to the Dispatch Board screen.

  2. In the Unscheduled Activities view, select an activity.

    Note: To assign an activity, it must have a type.

  3. Select and then move the selected activity to the schedule of a field service engineer on the Gantt chart.

    The activity appears as a horizontal bar. You can position the mouse pointer over this bar to see a description of the activity.

  4. To remove the activity from the schedule, complete one of the following steps:

    • Drill down on the text in the activity on the Gantt chart, and change the Status field value to Unscheduled and the Employees field value to your user ID in the Schedule view in the Activity List view of the Activities screen.