Setting the Dispatch Board preferences

Note: Service Receivables features are available only if you purchased the Service Receivables Add-On Module.

You can now select which pieces of information are displayed on the graphic that represents the work order on the Dispatch Board. You can also set regular business hours so that non-standard work hours are grayed out, and have a dialog box warn when previously emailed (sent) information is changed.

Notes:

  • Preferences are saved for the individual user.
  • To restore the original system settings, click the [Restore] button, then click [Save].

To set up the preferences:

  1. In the Dispatch Board, from the Settings menu, select Preferences.
  2. In the General tab, do the following:

    1. Click to enable or disable real-time dispatch board updates. If this option is enabled, the Dispatch Board automatically updates with changes from other users in real-time to prevent overbooking.

      Note: Real-time dispatch board updates are not available on a computer with a checked out license.

    2. Click to enable or disable warnings when schedule conflicts are created. If this option is enabled, the Dispatch Board displays a warning every time a schedule conflict is created. If this option is disabled, no warning is displayed.
    3. Select the default appointment duration for new schedule items: 15 minutes, 30 minutes, 45 minutes, 60 minutes, 90 minutes, or 120 minutes. The default appointment duration is 30 minutes, when you right click in an empty space in the Dispatch Board. Selecting a new time from the list changes the default appointment duration.
  3. In the Unassigned Column tab: 
    1. Select how many unassigned items are included in the Unassigned column.

    2. Select which work items are also displayed in the Unassigned column, in addition to Work Orders.

      Note: Work Orders are always included.

  4. In the Board Layout tab, do the following:

    1. Set the size of the one-hour time blocks by click and dragging on the resize handles.

      Note: Adjusting the width of the time blocks also adjusts the width of the technician columns in the Dispatch Board.

    2. Set the regular business hours by selecting the Begin the day at and End the day at times using the drop-down menu.
  5. In the Work Order Display tab, select the fields you want to see displayed in work orders.
    1. To add a field, click on the field name in the Available fields box and then click on the [Add] button.
    2. To remove a field, click on the field name in the Show these fields in this order box and then click the [Remove] button.
    3. To change the order of fields displayed, click on the field name and then click the [Move Up] or [Move Down] button.
  6. Click [Save].