Overview
The location-based workstream filter on the Dispatch Board allows dispatchers to view only the technicians and jobs relevant to them. It supports single or multiple selections, defaults to All, and stays active during the dispatcher's session.
Who uses this feature
Dispatchers
Applies to all business types
Feature configuration
Account configuration is required to use this feature. Please contact Technical Support for details.
Set up workstream Settings
Go to the top toolbar and click Settings
.In the side panel, go to Dispatch Pro>Console Settings.
On the Dispatch Pro Console screen that opens, go to the Workstream tab and click Add Workstream.
On the Add Workstream pop-up that opens, enter a name and select the business units, zones, dispatchers, and teams that should have access to the workstream.
Select Activate this rule after creating to activate the workstream immediately after you create it.
Note: If you don't select this, the workstream will be inactive and won't be visible to dispatchers.
(Optional) Enter a description of the workstream.
When finished, click Add.
The workstream is now ready for dispatchers to use.
Manage a workstream in Settings
You can always manage your workstreams by following these steps:
Edit a workstream: Click the Edit icon next to the workstream you want to update.
Deactivate a workstream: Turn off the Active toggle to disable it.
Delete a workstream: Click Delete next to the workstream you want to remove permanently.
Use the workstream filter on the Dispatch Board
Go to the navigation bar and click Daily or Weekly Dispatch Board.
On the Workstream Selection pop-up that opens, select the workspace you want to focus on, then click Apply.
Tip: Select the Don't ask me again option to stop this prompt from appearing in the future.
The board opens with the filter results you selected.
To remove the filter, click the Workstream tab and choose the All work items option in the pop-up.
