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To edit the users and certification roles that are available via dropdown menu as dispatch approvers, open the Approver Filtering Tab of the Settings Page in the Dispatch Module. Click below the status to open the dropdown menu. Add People or Certification ...

To give individuals, certification roles or access levels the ability to view all dispatch incidents, go to the Dispatch Module Settings Page Defaults Tab. Placing your cursor in the text box opens a dropdown menu with all individuals users, certification r...

To include a document attachment with the Dispatch Order, go to the Home Page of the Dispatch Module. Click the ID or Title of the specific dispatch with the attachment you wish to delete. This opens the Dispatch Details Page. Click the gray paperclip to...

To send a dispatch order, go to the Home Page of the Dispatch Module. Click the ID or Title of the specific dispatch whose dispatch order you wish to send out. This opens the Dispatch Details Page. Click the envelope icon to the right of the dispatch sta...

To show individual form entries on a dispatch, go to the Home Page of the Dispatch Module. Click the ID or Title of the specific dispatch you want form entries to be visible on. This opens the specified dispatch’s details page. Hover your cursor over the fo...

To update a waypoint with actual arrival/ departure data, go to the Home Page of the Dispatch Module. Click the ID or Title of the specific dispatch you need to indicate an incident for. This opens this dispatch details page. Select the flag icon on the ...

To upload a PDF as a dispatch document, open the specific dispatch you wish to add a file 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 page. Files can be upload...

To view a dispatch log, go to the Home Page of the Dispatch Module. Click the ID or Title of the specific dispatch whose read-only orders you wish to view. This opens the specified dispatch’s detail page. Click the book icon in the header row to open the...

To view a dispatch order, go to the Home Page of the Dispatch Module. Click the ID or Title of the specific dispatch whose dispatch order you wish to view. This opens the Dispatch Details Page. Click the PDF icon to the right of the dispatch status openi...

To view a dispatch log, go to the Home Page of the Dispatch Module. Click the ID or Title of the specific dispatch whose read-only orders you wish to view. This opens the specified dispatch’s detail page. Click the book icon in the header row to open the...

When an inventory has been opened, the three dot (…) icon located to the right of the inventory name header opens the inventory context menu explained in the table below. An Inventory's Context Menu ExplanationOptionAssociated ActionImage / ExplanationInven...

Users can enable and set their own notifications preferences for system emails on the Notifications Tab of the My Accounts Page in the Accounts Module. How To: Edit Email Report/Alert Notification Settings for Existing Accounts Dispatch Module Email Alerts ...

To enable the Admittance Desk Page for an attendance log, open the attendance log you wish to enable the Admittance Desk feature in by going to the Home Page of the Attendance Module and clicking the three-dot icon to the right of an attendance log’s name, ope...

To create the base form required to create a new attendance log, go to the Home Page of the Forms Module. Select the “Create Form” button opening the New Form Modal. Input a title for the form and include any notes as desired. You can tag the form with o...

In order to create an attendance log, you must first create a form that is integrated with the Attendance Module.  How To: Create the Base Form for an Attendance Log Once the base form required for the attendance log field mappings has been created, you are...