Dispatch Board Overview

The Dispatch Board is a single screen designed to present that snapshot of your company's business for a single day. It displays all of your company’s teams along with each team’s employees and jobs for a specific day. The dispatch board allows you to easily see what is scheduled to take place for the current day, enabling you to manage your teams, employees, and jobs by switching job assignments, determining employee availability, etc.

Current Display
Active Employee Assignments

Unavailable Employees

Unassigned Jobs

Since the Dispatch Board is designed to be a centralized location where users can view and manage team assignments for a given day, you can change assignments and availability by dragging-and-dropping jobs and employees from team to team as well as to and from the windows located on the left side of the Dispatch Board. To facilitate this, the Dispatch Board is divided into two sections:

Note!

Note:
All ServiceCEO users with dispatch board viewing rights will be able to see the changes that you make on the Dispatch Board. Also, be aware that you will be able to see all of the changes that other users make. As such, it is a good idea to click Refresh before you perform any actions on the Dispatch Board. Alternatively, you can define a short refresh rate in the Dispatch Board Options page. See the Defining Dispatch Board Options section for details.

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Current Display

There are three possible drop-down lists in this section:

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Active Employee Assignments

The Active Employee Assignments list box displays all active employees, along with information about those employees:

The H/WK and H/PP columns will only be displayed if they are turned on in the Dispatch Board Options dialog box. For details, see the Defining Dispatch Board Options section.

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Unavailable Employees

The Unavailable Employees list box displays all employees who are not able to work during the selected day. Unavailability is based upon an employee’s work hours and work hour overrides. (See the Employee Work Hours section for more.)

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Unassigned Jobs

The Unassigned Jobs window displays all jobs that have not yet been assigned to a team and/or an employee. To assign an unassigned job to a team, drag-and-drop the job into a team window’s Jobs folder.

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