An Example Of The Entities Involved In Field Order Dispatch

The following picture illustrates two field orders that are dispatched from the same operations area where each field order is assigned to a different representative.

The following dispatch-related concepts are illustrated above:

Representative A representative is the individual (or crew) that performs a field order's activities. A representative may work in any number of dispatch groups. Refer to Setting Up Representatives for more information.

Operations Area An operation area is a physical or logical location from which field orders are dispatched. Every service point references the operation area(s) responsible for its service. Refer to Setting Up Operations Areas for more information.

Dispatch Group A dispatch group is a logical group of representatives located at an operations area. For example, in the South West Operations Area you may have the dispatch groups of SW Service Installers, SW Service Investigators, SW Meter Exchangers, etc. Within each dispatch group are representatives with interchangeable skills (i.e., you can assign a field activity to any representative within a dispatch group). Refer to Setting Up Dispatch Groups for more information.

The system automatically assigns a field activity a dispatch group when it's first created. It does this based on: 1) the type of field activity, 2) the service point's SP type, and 3) the operation area on the service point that's linked to the field activity type's field service classification. Refer to Designing Who Does Your Field Activities for more information.