Exact Synergy Enterprise

Viewing dispatch planboards for Service management

Menu path

Service management ? Reports ? Service activities ? Dispatch board

Introduction

The dispatch board offers an insight to the service activities to be planned, such as activities that have a date defined, but without people assigned, and services that have been assigned to the people. Using the dispatch board, you can easily manage the service activities, schedule service appointments, plan activities, and view the workload of the people.  

The dispatch board also displays all the people activities except for people requests with the Rejected status. When the people activity on the dispatch board is clicked, the details of the people activity will be displayed. The following colors (at the side of the request details) will display the status of the people activity request:

• Green — Open status
• Yellow — Approved status
• Red — Processed status
• Orange — Realized status

When the people request is clicked, the bottom part of the dispatch board will be blank, and the request type will be displayed in different colors depending on the Color selected in the General section under the General tab on the Workflow: Request type page (see Creating and modifying request types – General tab). However, the people requests in the dispatch board cannot be dragged (to another day) or resized (change duration of the people request).

Roles and rights

To view the service planboard, function right 852 - View service planboard is required. Users with the Service desk, Service engineer, Service planner, or Service manager have this funcction right.

To customize the service planboard, function right 872 - Maintain service planboard is required. Users with the Service planner or Service manager role have this function right.

Note:

• For more details on function rights, go to System ? Setup ? Security ? Function rights.
• For more details on roles, go to System ? Setup ? Security ? Roles.
• The Service desk, Service engineer, Service planner, and Service manager roles can be added only if the service management license role is added. For more information, see Service management role. 

What version are you using?

The information in this document is applicable to product update 254 and higher. If you have versions lower than this, certain features explained here will not be applicable.

What can I view and do on the planboard page?

1. The planboard is displayed with a title bar, Help icon, Customize icon, and Favorites icon. You can also display the page without the header or the menu frame by clicking the Fullscreen button.
2. The planboard page will refresh the data automatically every 30 seconds. By default, 30 seconds is displayed at Auto refresh under the General section on the Dispatchboard service management page. You can customize the settings by clicking the  Customize icon.
3. You can drag and drop the planned item or calendar item by moving your mouse cursor to the relevant item created.
4. You can specify which data is to be displayed by clicking the  Customize icon.
5. If the planboard is opened for the first time, the planboard displayed will be based on the person selected at the Planning section.
6. By default, the current date is displayed on the planboard page.
7. If Activity status is added to the selection of fields in the tooltip, the Plan button will be displayed.

Keep in mind: When the HR requests without an end date are created, the requests will be displayed in the dispatch board schedule view up till the current date.

How do I customize my planboard?

1. On the Dispatchboard service management page, click the  Customize icon.
2. Make the necessary changes under the General, To be planned, Calendar, Job tooltip, and Planner sections.
3. Click Save.

Related document

• Creating and modifying request types - General tab
• Service management
• Service management roles