Dispatching a Partner

Use these steps to dispatch a partner to an existing task.

  1. On the Service Schedule Dispatch form, specify this information in the To Be Dispatched section:  
    Request Date
    The current date is displayed. Optionally, select a different date for the service.
    Source

    Select the reference for the appointment: Incident, SRO, Misc. The Source Information fields populate from the order specified in this field.

    Hours
    Specify the number of hours needed for the service.
    Days to Look Ahead
    Select the number of days to look ahead for availability of a partner.
    Minimum Hours Per Day
    Specify the minimum number of hours to work per day for the service.
    View Button
    Click this button to launch the Incidents or Service Orders form.
    Refresh Partner List Button
    Click this button to refresh the Partner List and update for all changes made to the Scheduler.
  2. Select the primary partner to dispatch for the service.
  3. Click Partner Selection Criteria to view the list of criteria being used to find a partner.
  4. Click View Partner Calendar to open the Calendar Scheduling form, filtered for the current partner.
  5. Optionally, specify these appointment details on the Detail tab:
    Appointment Type
    Select if the appointment is a standard type or holiday type.
    Appointment Status
    Select the status of the appointment: new, complete, work in process.
    Description
    Specify a description of the service.
    Notes
    Specify any additional notes.
  6. Click Dispatch Email to send an email to the partner.
  7. Click Create Appointment to schedule the appointment.
Note: Partner selection relies on the information specified on the Areas tab of the Partners form. You must specify the area information for a partner before they can be dispatched.
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