Dispatch Details Page

Each dispatch has its own Dispatch Details Page.

Any relevant users, certification roles, documents, assets, actions, reports or forms can be added to an individual dispatch. This information is compiled to generate the read-only Dispatch Order PDF.

The header of the Dispatch Details Page states the Dispatch ID number, title, and status. If approval is pending for the dispatch, it will be indicated here. To the right of the status are icons that serve as action quick links. Any tags associated with the Dispatch are displayed to the right of the icons.

There are ten possible sections that can be utilized on a dispatch. A description of each section is included in the table below.

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.

How To: Add a Waypoint to an Itinerary

To add a waypoint to a dispatch itinerary, open the specific dispatch whose itinerary you wish to edit by adding a waypoint. Go to the Dispatch Module Home Page and alter the filter view as needed. Click the Dispatch Number or Title to open the specific dispatch page.

This opens the Dispatch Details Page.

Select the location icon to the right of the Itinerary header, opening the Add Waypoint Modal.

Select a specific location from the Waypoint Location from the dropdown menu or select on-off location if applicable. If one-off is selected, the modal expands so the specific location can input into a textbox.

If this waypoint is the starting location or final destination, leave the arrival date / departure date blank.

Customized locations can be added to the dropdown menu by clicking the “Locations” clickable link. This opens the Locations Database in the Database Module. WIKI LINK HOW TO ADD DISPATCH LOCATIONS TO THE LOCATIONS DATABASE FORM

Include the expected arrival date, departure date, and any notes relevant to the waypoint.

Select the “Save” button and the new waypoint now shows on the itinerary.

How To: Add an Activity to a Dispatch Itinerary

To add an activity to the dispatch itinerary, go to the Home Page of the Dispatch Module. Click the ID or Title of the specific dispatch you wish to add an activity to.

This opens the Dispatch Details Page.

Select the plus sign box icon to the right of the Itinerary header, opening the Add Activity Modal.

Input the new activity title, expected start and finish dates, as well as any relevant activity note.

Selecting the pencil icon will allow you to edit time zones as needed.

Select “Save” and the Activity now shows on the Dipatch Details Page.

Itinerary Status Indicator Explanations
Status Indicator	Explanation
	The itinerary or activity waypoint status is white prior to the expected start date/ arrival time.
	An itinerary or activity waypoint status is red when it is past the expected start time or arrival time.
	The checkmark designates that that the actual start and finish times have been input for the activity / waypoint and the itinerary activity is complete.

People

People can be added to the dispatch details page.

How To: Add People to a Dispatch

To add people to a dispatch, open the specific dispatch you wish to add people to. Go to the Dispatch Module Home Page and alter the filter view as needed. Click the Dispatch Number or Title to open the specific dispatch details page.

People can be added to a dispatch by selecting the plus sign icon to the right of the People column header or by selecting the identification icon. Selecting the identification icon will allow you to add people through their certification role.

To Add People to a Dispatch through People

Select the plus sign to the right of the People Section header. This opens the Add People Modal.

Select the KAStrack user to be added to the dispatch from the dropdown menu. There is an External User option if the individual is a not a KAStrack user. The system will automatically input the First , Last and username as the Display Name. This can be edited.

Add any notes regarding the user being added to the dispatch as desired.

Select “Save” and the user is added to the dispatch page.

To Add People to a Dispatch through their Certification Role

To add people to a dispatch through a certification role, select the identification card Icon to the right of the plus sign in the People Column. This opens the Add People by Certification Role Modal.

First, select the desired Certification Role from the dropdown menu.

Selecting the checkbox will only show people who are not red in this role. The People associated with the selected certification role will now be displayed in the the People dropdown menu.

The Display Name will auto populate with the First, Last, and username of the individual. Edit as desired to indicate the display name and add relevant notes.

Select “Save” and return to the dispatch page.

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

Certifications that are added to the dispatch details page shows the compliance status of all people that have been added for that particular dispatch with respect to the certification.

How To: Add Certifications to a Dispatch

To add certifications to a dispatch, open the specific dispatch you wish to add certifications to. Go to the Dispatch Module Home Page and alter the filter view as needed. Click the Dispatch Number or Title to open the specific dispatch details page.

Certifications can be added to a dispatch by selecting the plus sign icon to the right of the Certifications column header.

This opens the Add Certifications Modal.

Certifications can be selected from the dropdown menu. Edit the display name as desired, and add any notes relevant to the certification.

Select “Save” and the certification now shows on the dispatch.

Documents

Documents can be added to the dispatch details page.

How To: Add KAStrack Documents Module Files to a Dispatch

To add documents to a dispatch, open the specific dispatch you wish to add documents to. Go to the Dispatch Module Home Page and alter the filter view as needed. Click the Dispatch Number or Title to open the specific dispatch details page.

Documents can be added to a dispatch by selecting the plus sign icon to the right of the Documents column header.

This opens the Add Documents Modal.

Select the appropriate document to be added to the dispatch from the drop-down menu.

Only the documents the user has permissions to view and access will be displayed.

Edit the display name as desired and input any notes regarding the document.

Select the “Save” button and the document will be added to the 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.

An explanation of all icons used on the Dispatch Details Page are included in the table below.

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 flag icon will open the Update Itinerary Modal, which can be used to mark a waypoint as departed or arrived. WIKI LINK HOW TO UPDATE WAYPOINT ARRIVAL / DEPARTURE IN 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		Selecting the Location Icon to the right of the Itinerary Section header opens the Add Waypoint Modal, allowing waypoints to be added to the dispatch itinerary. The location icon to the left of a waypoint title indicates the information pertains to a waypoint and not a dispatch activity. 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 be included via a QR code in the Dispatch Orders.
All Sections		The dark paperclip icon indicates that the document attached to the dispatch details page will be appended at the end of the Dispatch Orders. WIKI LINK HOW TO INCLUDE DOCUMENT ATTACHMENTS IN DISPATCH ORDERS This can cause the dispatch order page length to increase significantly
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.