Customizing the priority dropdown list

You can customize the eight selections in the priority dropdown list in 11-2 Work Orders/Invoices/Credits to make it applicable to your workflow. When you look at the appointment on the Dispatch Board, its priority appears as a color in the upper right corner.

Example #1: Priority by Service Level Agreement

For example, if you want to assign priority by service level agreement, you can do the following:

Priority

Color

1-4 Hour Response Time

Red

2-Same Day Response

Orange

3-8 Hour Response Time

Yellow

4-24 Hour Response Time

Green

5-48 Hour Response Time

Gray

Example #2: Priority by County

Priority

Color

West County

Red

North County

Yellow

East County

Green

South County

Blue
  1. Open 11-2 Work Orders/Invoices/Credits.
  2. Click the Dispatch tab.
  3. Click the up arrow to the right of the priority dropdown list.
  4. In the Label and Prompt tab:
    1. Type a name for the Priority label in the User Description field. Use only letters or numbers, up to 19 characters, spaces included.
    2. Type a prompt to help you identify what information the User Description field. This information displays in the status bar.
  5. In the Item Names and Colors tab:
    1. Type text in the fields to customize your section names.
    2. To change the color for the section name, click the lookup button to the right.
  6. If you need to remove a section or insert a section:

    1. Click the [Advanced Options] link.

      Note: You must be a company administrator to access the Advanced Options area.

    2. Delete the unneeded sections.

      If a section name is assigned to a record, you cannot delete that section.

  7. Click [OK].

The changes are reflected in the Section Name and dropdown menu.