Setting Up Field Service Control

Open Admin > Field Work > Field Service Control > Add to define the dispatch group that is responsible to perform a field activity in each operation area for each SP type.

Description of Page

Note:

Eligible for dispatch. You would only define this information for field activity types that are eligible for dispatch because these are the only ones that need dispatch groups.

If a field activity type is Eligible for Dispatch, you must define the Default Dispatch Group that will be assigned to field activities. You do this in respect of the Field Activity Type, the field activity's service point's SP Type, and the service point's Operation Area. In addition you must define the following for every combination of Activity Type, SP Type and Operation Area you define the following:

Priority The priority controls the order in which the system calls the algorithms that determine the Dispatch Group to be assigned to field activities associated with a given Activity Type, SP Type and Operation Area. Higher priorities are used before lower priorities.

Dispatch Algorithm Select the algorithm that determines the dispatch group to be assigned to the field activity.

If you haven't done so already, you must set up this algorithm in the system. To do this:

  • Create a new algorithm (refer to Setting Up Algorithms ).
  • On this algorithm, reference an Algorithm Type that assigns a dispatch group.
Important:

You must have at least one entry in this collection otherwise the system will not assign a dispatch group to a field activity. This entry should have the lowest priority code and should reference a Dispatch Algorithm that references the OFSDGRP DFLT algorithm type.

Where Used

This information is used to default the appropriate dispatch group on new field activities.