Defining Dispatch Board Options

You can define various options for the Dispatch Board The Dispatch Board is a single screen that displays all of an organization’s teams along with all of the employees and jobs assigned to each team. This configuration allows users to easily see what is scheduled to take place during the selected day. In addition, users can use the Dispatch Board to easily manage their teams within ServiceCEO. The Dispatch Board is divided into two sections:1. The Dispatch Board’s main window displays team windows.2. A series of windows and fields on the left-hand side of the screen, including the Active Employee Assignments , Unavailable Employees , and the Unassigned Jobs windows. on the Dispatch Board Options dialog box.

To define options for the Dispatch Board:

Select Tools > Options or press CTRL+O. The Options dialog box appears.
Select Dispatch Board from the Categories bar. The Dispatch Board Options dialog box appears.

Type the number of minutes you want to pass between automatic refreshes of the Dispatch Board from the spin box. If you do not want the Dispatch Board to automatically refresh, type 0 in this field.
Click the option button corresponding to the format you want for Dispatch Board job lines. Your options are:
- Long. All information will be displayed in longhand.
- Short. All information will be abbreviated.

Tip:
If you use the Short Dispatch Job Line format, information will be severely abbreviated. For example, the Zone name is limited to five characters. Thus, if your Zone names contain many characters, it will be difficult to decipher these values. We recommend you either use the Long format or use short zone names to circumvent this issue. For example, if one of your zones covers Northeast Houston, you could use the zone name "NEHou".
For more on how this formatting option affects the dispatch board display, see the Dispatch Board Job Options section.

Select the Show job notes when mouse rests over a job record check box to display a job's notes when you move your mouse over the job on the Dispatch Board.
Select the Show Customer names along with the map code of the Work Location check box to display the customer's Map Code before the job's description on the Dispatch Board. The map code will only be displayed if the location at which the job is being performed has a Map Code; see the Defining a Customer Address section for more.
Select the Hours worked this week to display this statistic for all employees on the Dispatch Board.
Select the Hours worked this pay period to display this statistic for all employees on the Dispatch Board.
Select the Only count completed jobs check boxes to only include completed jobs in the Hours worked this week and Hours worked this pay period calculations.
Click OK. The Dispatch Board Options dialog box closes.

Back to Options Overview

See Also:
Dispatch Board Overview