Dispatch Bulk Actions

The dispatch table view has a few bulk actions that can be used.

1. Start by switching to the table view, click the table view icon at the top, right corner.
2. Select the "Select Multiple Rows" button in the top right. 
3. Select the rows that you'd like to make changes to. 
4. Select the action you'd like to perform. See actions below'

Actions

Update Schedule Date

This sets the schedule date on all selected work orders.

1. Click the Select Multiple Rows icon in the top right corner of the dispatch table view.
2. Select the work orders you want to update.
3. In the action bar, click Update Schedule Date.
4. Choose how to set the date (see options below).

• Date Range - Pick a start and end date from the calendar, then click [Save].
• Today or Tomorrow - Sets the schedule date right away.
• Unschedule - Removes the schedule date from the selected work orders right away.

NOTE: A schedule date isn't required. It's used to plan work. Work orders show up on the technician's device once they're dispatched, whether or not they have a schedule date.

Update Schedule Notes

This replaces the schedule notes on all selected work orders with the notes you enter.

1. Click the Select Multiple Rows icon in the top right corner of the dispatch table view.
2. Select the work orders you want to update.
3. In the action bar, click Update Schedule Notes.
4. Enter the notes, then click [Save].

A few rules apply.

• Any existing schedule notes on the selected work orders are overwritten. To keep a work order's current notes, update it on its own (see below).
• Schedule notes are for the back office. They are not visible to the technician on their device.
• Click Clear in the dialog to remove the notes from all selected work orders.

Add Technician (or Make Lead Tech)

This will add a technician to all work orders selected. A few rules apply.

• If the technician is already on the work order, the technician will not be added.
• If the work order has no current technicians, the new technician will be the lead tech by default.
• If you choose to make primary and the technician is already on the work order, the technician will be updated to become the lead tech.

Transfer Work Order

This transfers all selected work orders to a different technician. The current lead tech is removed from each work order, and the selected technician becomes the lead.

1. Click the Select Multiple Rows icon in the top right corner of the dispatch table view.
2. Select the work orders you want to transfer.
3. In the action bar, click Transfer Work Order.
4. Select or search for the technician, then click [Transfer].

NOTE: Primary Technician is always checked for a transfer. The technician you select always becomes the lead tech.

Remove Technician

This will remove the technician from all work orders selected. A few rules apply.

• If the technician is not on the work order, no action is performed.
• If the technician is actively working/traveling or has the work order signed/completed, the technician will not be removed. This follows the same rules as changing a single work order.

Update Schedule Notes on a Single Work Order

1. In the dispatch table view, click the three dots on the work order row.
2. Select Update Schedule Notes. The work order's current notes are already filled in.
3. Edit the notes, then click [Save].

TIP: To see schedule notes on the dispatch board, add the Schedule Notes column. Click the Manage Columns icon, check Schedule Notes, then click [Save].