Editing Dispatch Guide
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Watch the video below or continue reading below to get an orientation of dispatch, learn how to schedule orders on your techs schedule, and how to customize your dispatch layout. | Watch the video below or continue reading below to get an orientation of dispatch, learn how to schedule orders on your techs schedule, and how to customize your dispatch layout. | ||
+ | <videoflash>j546EsXlC2Q</videoflash> | ||
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− | == '''Dispatch | + | == '''Dispatch Overview''' == |
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== Order Tabs == | == Order Tabs == | ||
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The tabs at the bottom of dipsatch show you open service orders, open install orders, open invoices, open proposals, as well as unscheduled orders (orders that don't have a tech scheduled yet). Drag orders from the tabs on to the dispatch calendar to schedule. | The tabs at the bottom of dipsatch show you open service orders, open install orders, open invoices, open proposals, as well as unscheduled orders (orders that don't have a tech scheduled yet). Drag orders from the tabs on to the dispatch calendar to schedule. | ||
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Entering % after the word (e.g. tire%) you type will find everything in the column that begins with the word you typed. | Entering % after the word (e.g. tire%) you type will find everything in the column that begins with the word you typed. | ||
Enter % before the word (e.g. %tire) you type will find the word anywhere in the field. | Enter % before the word (e.g. %tire) you type will find the word anywhere in the field. | ||
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== Scheduling Orders on Dispatch == | == Scheduling Orders on Dispatch == | ||
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<br>2. Click the '''Layouts''' tab. | <br>2. Click the '''Layouts''' tab. | ||
<br>3. Click '''New'''. | <br>3. Click '''New'''. | ||
− | <br>4. In the '''New layout name''' field, enter a name for the | + | <br>4. In the '''New layout name''' field, enter a name for the original layout. Click '''OK'''. |
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<br>3. Click the '''Layouts''' tab. | <br>3. Click the '''Layouts''' tab. | ||
<br>4. Click '''New'''. | <br>4. Click '''New'''. | ||
− | <br>5. In the '''New layout name field''', enter a name for the | + | <br>5. In the '''New layout name field''', enter a name for the original layout. Click OK. |
To switch between saved layouts, use the '''Layout''' field to select the layout you want to use. | To switch between saved layouts, use the '''Layout''' field to select the layout you want to use. | ||
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+ | <h3>How to go back to original layout</h3> | ||
+ | If you deleted a lot of panes and didn't save a layout for the original layout, you can go back to the original layout by doing the following: | ||
+ | <br>1. In SME click '''Help''' > '''Tech Support Utilities''' | ||
+ | <br>2. Enter '''833''' and click '''OK'''. | ||
+ | <br>3. Delete the '''Dispatch''' folder. | ||
+ | <br>4. Double click the folder with your database name. | ||
+ | <br>5. Delete the '''Dispatch''' folder in that folder as well. | ||
+ | <br>6. Open the dispatch window in SME to see the original layout restored. | ||
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<br>4. Enter a name for your view. Click '''OK'''. | <br>4. Enter a name for your view. Click '''OK'''. | ||
<br>5. Click '''Close''' in Docking Setup window | <br>5. Click '''Close''' in Docking Setup window | ||
− | <br>6. Now it should have that view selected in the | + | <br>6. Now it should have that view selected in the Layout drop down and will be saved. |
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== Adding New Technicians == | == Adding New Technicians == | ||
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<br>Dragging the order to that tab doesn't schedule any technicians. It is just organizing what jobs you want to work on when. | <br>Dragging the order to that tab doesn't schedule any technicians. It is just organizing what jobs you want to work on when. | ||
<br>[[File:StartDate_EndDate_OrderChart.png]] | <br>[[File:StartDate_EndDate_OrderChart.png]] | ||
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