Dispatch Details Page
Dispatch Detail Page Section Explanations | |||||||||||
Section | Explanation | ||||||||||
Itinerary | The itinerary section can be added to the dispatch details page, outlining any activity and waypoints associated with the dispatch. WIKI LINK HOW TO ADD AN ACTIVITY TO A DISPATCH ITINERARY WIKI LINKI HOW TO ADD A WAYPOINT TO AN ACTIVITY
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People | People can be added to the dispatch details page. WIKI LINK HOW TO ADD PEOPLE TO A DISPATCH Once added, hovering your cursor over the displayed name shows icons that open the individual user page, that edit the People attachment, and delete the People attachment from the dispatch details. | ||||||||||
Certifications | Certification roles can be added to the dispatch details page. WIKI LINK HOW TO ADD CERTIFICATIONS TO A DISPATCH | ||||||||||
Documents | Documents can be added to the dispatch details page. WIKI LINK HOW TO ADD DOCUMENTS TO A DISPATCH Once added, hovering your cursor over the displayed name shows icons that view the attached file, that edit the Documents attachment, and delete the Documents attachment from the dispatch details. | ||||||||||
Assets | Assets can be added to the dispatch details page. WIKI LINK HOW TO ADD ASSETS TO A DISPATCH | ||||||||||
Actions | Actions can be added to the dispatch details page. WIKI LINK HOW TO ADD ACTIONS TO A DISPATCH | ||||||||||
Reports | Reports can be added to the dispatch details page. WIKI LINK HOW TO ADD REPORTS TO A DISPATCH | ||||||||||
Forms | Forms can be added to the dispatch details page. WIKI LINK HOW TO ADD FORMS TO A DISPATCH | ||||||||||
Distribution List | Users and certification roles can be added to the dispatch distribution list. WIKI LINK HOW TO ADD DISTRIBUTION LISTS TO A DISPATCH Pre-defined Distribution Lists can be created on the Settings Page of the Dispatch Module and added to the dispatch. WIKI LINK HOW TO CREATE A PRE-DEFINED DISTRIBUTION LIST | ||||||||||
Approvers | Approvers can be added to a dispatch and approval can be required for any dispatch status change. WIKI LINK HOW TO ADD APPROVERS TO A DISPATCH Once added, hovering your cursor over the displayed name shows icons that edit and delete the approver attachment to the dispatch details. | ||||||||||
Dispatch Detail Page Icon Explanations | ||
Location | Icon / Option | Explanation |
Header Row | Selecting the edit icon from the header row will open the Edit Dispatch Modal where the dispatch title, tags, status, and incident viewing privileges can be edited. WIKI LINK HOW TO EDIT A DISPATCH | |
Header Row |
| Selecting the PDF icon will open a View Document Modal showing the Dispatch Order. The Dispatch Order can be downloaded and printed from this modal. WIKI LINK HOW TO VIEW A DISPATCH ORDER |
Header Row | Selecting the QR Code icon will open the QR Code Modal. WIKI LINK HOW TO ACCESS A DISPATCH QR CODE | |
Header Row | Selecting the envelope icon will open the Send Communications Page in the Communications Module. The individuals in the distribution list have been input into the To: field and the specific Dispatch Orders are attached. WIKI LINK HOW TO SEND A DISPATCH ORDER | |
Header Row | Selecting the book icon will open the Dispatch Log which provides a record with a date and time stamp for any user activity in the dispatch. WIKI LINK HOW TO ACCESS A DISPATCH LOG | |
Header Row | Selecting the trashcan icon will open the Dispatch Delete Confirmation Modal, which states the dispatch title as asks for confirmation before permanent deletion. WIKI LINK HOW TO DELETE A DISPATCH | |
The following icons are displayed in the individual dispatch details sections. | ||
Itinerary |
WIKI LINK HOW TO ADD A WAYPOINT TO AN ITINERARY | |
Itinerary | Selecting the plus sign box icon in the Itinerary Section opens the Add Activity Modal, allowing for an activity to be added to the dispatch itinerary. WIKI LINK HOW TO ADD AN ACTIVITY TO A DISPATCH ITINERARY | |
Itinerary | The dark right arrow icon to the left of an activity title indicates an incident free dispatch activity. | |
Itinerary | The yellow right arrow icon to the left of an activity title indicates that there was an incident with a dispatch activity. WIKI LINK HOW TO INDICATE A DISPATCH ACTIVITY | |
Itinerary | Selecting the clock icon in the to the right of an activity in the Itinerary section open the Edit Activity Status Modal, allowing the expected start and finish date/times to be updated to actual start and finish date/times. Selecting the clock icon to the right of a waypoint in the Itinerary Sections opens the Edit Waypoint modal, allowing expected arrival and departure date/times to be updated with actual arrival and departure date / times. WIKI LINK HOW TO UPDATE ESTIMATED ACTIVITY STATUS WITH ACTUALS WIKI LINK HOW TO INDICATE A DISPATCH INCIDENT | |
All Sections | To the right of each section header is a plus sign icon. Selecting the plus sign icon opens the Add Modal, allowing additional entries to be added to each section. People, Certifications, Documents, Assets, Actions, Reports, and Forms can all be attached to a dispatch on the Dispatch Details Page. WIKI LINK HOW TO ADD PEOPLE TO A DISPATCH, ADD CERTIFICATIONS TO A DISPATCH, ADD DOCUMENTS TO A DISPATCH, ADD ASSETS TO A DISPATCH, ADD ACTIONS TO A DISPATCH, ADD REPORTS TO A DISPATCH, ADD FORMS TO A DISPATCH The plus sign icon is also used to add distribution lists and approvers to a dispatch. WIKI LINK HOW TO ADD PRE-DEFINED DISTRIBUTION LISTS TO A DISPATCH, ADD APPROVERS TO A DISPATCH | |
All Sections | Selecting the edit icon to the right of an attachment name will open a modal to edit the specific attachment. WIKI LINK HOW TO EDIT A DISPATCH ATTACHMENT | |
All Sections | Selecting the trashcan icon to the right of an attachment name will open a modal to delete that specific attachment. WIKI LINK HOW TO DELETE A DISPATCH ATTACHMENT | |
All Sections | The light gray paperclip icon indicates that the document attached to the dispatch details page will not be included in the Dispatch Orders. | |
All Sections | The dark paperclip icon indicates that the document attached to the dispatch details page will be included in the Dispatch Orders. WIKI LINK HOW TO INCLUDE DOCUMENT ATTACHMENTS IN DISPATCH ORDERS | |
All Sections | The information icon indicates that there is additional information available. Click on the icon to see the additional message. | |
People Section | The identification icon opens the Add People by Certification Role Modal, allowing for an additional method to add individuals to a dispatch. WIKI LINK HOW TO ADD PEOPLE TO A DISPATCH | |
People Section | Selecting the people icon will open the user page (in the People Module) of the individual attached to the dispatch details page. | |
Certifications Section | Selecting the eyeball icon in the Certifications Section will open the Certification Status modal, which uses the People Module Certification and Competency Legend to designate the certification status. WIKI LINK PEOPLE MODULE CERTIFICATION STATUS LEGEND | |
Documents Section | Selecting the upload icon in the Documents section will open the Add New File Modal so that the file can be attached to the dispatch. WIKI LINK HOW TO UPLOAD A FILE AS A DISPATCH DOCUMENT | |
Documents Section | Selecting the eyeball icon in the Documents Section opens the File Viewer Modal, providing access to the files directly from the Dispatch Display Page. | |
To the right of an asset attachment is the three-dot icon which opens the Assets Section Context Menu. | ||
Assets Section | Go To Asset | Selecting "Go To Asset" on the Asset Section context menu opens the asset's Manage Assets Components Page. |
Assets Section | Enter Meter Readings | Selecting "Enter Meter Reading" on the Asset Section context menu opens the Asset Meter Modal, allowing a meter reading to be input directly in the Dispatch Module. WIKI LINK HOW TO UPDATE A METER READING |
Assets Section | Report Fault | Selecting "Report Fault" on the Asset Section context menu opens the Asset Fault Modal, allowing a fault to be reported for an asset directly in the Dispatch Module. WIKI LINK HOW TO REPORT A FAULT |
Assets Section | Edit Attachment | Selecting "Edit Attachment" on the Asset Section context menu opens the Edit Assets Modal, allowing an asset's display name to be edited and relevant asset notes to be included. WIKI LINK HOW TO EDIT A DISPATCH ATTACHMENT |
Assets Section | Delete Attachment | Selecting "Delete Attachment" on the Asset Section context menu opens the Asset Deletion Confirmation Modal which states, "Are you sure you want to remove ASSET NAME?" |
Assets Section | To the left of the Asset attachment's displayed name is the Asset Task Status icon, which uses the Asset Task Status Legend to visually communicate the asset's status. | |
Actions Section | Selecting the Page Icon in the Actions Section opens the New Action Group from Template Modal, allowing new action groups to be created from pre-defined templates. WIKI LINK HOW TO CREATE NEW ACTION GROUPS FROM TEMPLATE | |
Reports Section | Selecting the triangular Play Icon in the Reports Section runs the report and opens it in the Reports Module. | |
Forms Section | Selecting the Clipboard Icon in the Forms Section opens the Add Form Entry Modal, allowing a form entry to be submitted directly in the Dispatch Module. | |
Forms Section | Selecting the PDF Icon to the right of a form entry opens the View Entry Modal which will display the Entry PDF directly in the Dispatch Module. | |
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