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Setup Area |
Description |
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Create common groups of branches to be worked on collectively. Associating branches to the same Dispatching Common View value will link them together so that when a single branch is selected through the Service Branch field in Local Dispatch services for all linked branches will be visible. Set the default Hours Drive One Way value for each branch assignment. Refer to the Local Service Default Drive Time field description within Branch Setup for more information. | |
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Define the status values assignable to an eligible service through Right-Click Options (Local Dispatch). | |
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Define factors to be used to adjust the difficulty of a service assignment. | |
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Set up order personnel to receive email notification upon an order event, such as when a Dispatch Status change occurs. | |
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Assignable resources must be defined within this setup area. | |
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Define the roles available to assign to personnel through Assign Crew and related functionality. These types determine what role the person partakes on a services, such as a mover, packer, driver, etc. and affect as well. Labor Types are assigned through Personnel Setup. | |
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Define status values that can be assigned through the Dispatch Center to services. The status values can also be used to send email updates to key personnel (see Email Options Setup for details). | |
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Define services to be available locally and dispatched through Local Services. | |
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Use this setup to assign the person Labor Types (roles), set their Status, date or hire, and more on the General tab; set branch access through the Branch tab; link the employee to external interfaces using the Interface Mapping tab; define hours of availability, assign driver number and van line affiliate and more through the Dispatch tab; set safety data and events through the Safety tab; define the person as commissionable through the Accounting tab; and define the criteria that the employee receives advances through the Advance tab. | |
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Establish crew and equipment safety records. | |
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Define the reporting groups needed to consolidate data under for assigned Local Service Type Setup records. | |
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Many of the constants used when calculating hours needed for crew assignments for local services are defined in the Local Service Settings section in the System File. | |
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Define key personnel including dispatchers, coordinators, crew, etc., and set appropriate security. Refer to the following specific topics: Security Profile Setup (Local Dispatch)
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