The Local Services tab allows a user to define and send service requests to Local Dispatch.  It also provides a means of checking the status of service request. 

 

Figure 40: Local Services tab

 

Described in t table below are the functions available through Local Services.

 

Function

Description

Add Service

This function opens the Add Local Service screen after the user enters a branch in the Select a Branch dialog.

Refer to Add Local Service topic for more information.

Note:

Users can add services directly from Local Dispatch.  These services will display as cleared.

Edit Service

This function opens the Edit Local Service screen allowing users to update an existing service request.  Users can make changes to services not yet dispatched.

Notes: 

Once a service request has been edited its status is set back to Idle and the service will need be resent to dispatch.  The service will also need to be cleared again from within Local Dispatch.

Users cannot edit dispatched services through Local Services.  Users with full access to Local Dispatch can edit dispatched services in Local Dispatch.

If day notes exist for the date of service, then they will also appear within this screen.

See Add Local Service for more information.

Cancel Service

Cancels the selected service request and deletes the request from the system. 

Note:

Cancel services sent and received in Local Dispatch through Local Services If the service is non-dispatched and has no work ticket. 

Note:

Services cancelled within Local Dispatch will show with a Status of Not Cleared.  These services can be resubmitted to dispatch through the Send To Dispatch function.

Send To Dispatch

This function opens the Send to Dispatch screen allowing a user to attach a note to the request and to send it to the Requested Services queue in Local Dispatch.

 

Figure 41: Send to Dispatch dialog

Note:

Multiple services can be selected at a time and be included in the same send.

See Send to Dispatch for more information.

Work Tickets

Clicking this button will cause it to change into a list of all work tickets associated to the order. 

Figure 42: Work Tickets button

 

Figure 43: Work Tickets button with listing

 

Note:

Create work tickets through Local Dispatch.  See Work Ticket for more information.

Difficulty Factor

Clicking this button will cause it to change into a list of all risk factors defined for all local services.

Figure 44: Difficulty Factor button

 

Figure 45: Difficulty Factor with listing

 

Note:

Define difficulty factors for a service through the Add Service or Edit Service functions.

Refresh Screen

Performs a data refresh on the order to ensure that the most up-to-date information displays.

 

 

 

Described in the table below are Local Services data.

 

Field

Description

Date

Displays the date of the service assigned to the request.

See Add Local Service for more information.

Work Ticket No.

Work ticket number associated to the service.

See Work Ticket for more information.

Local Service

Name of service selected.

Crew

Number of crew members estimated or requested to perform the service.

Hrs./Man

Number of hours per man set for the service.

Difficulty Factor

This option displays the difficulty factor(s) computed for the service.

See Calculate Difficulty Factor for more information.

Status

This field displays the status of the service in the dispatch process.  The application sets this status automatically.

See the Local Services Status for more information.

Dispatch Status

Status of the service set by the dispatcher within Local Dispatch. 

Refer to the Dispatch Status Setup topic for more information.

Branch ID

Branch assigned to the service.

Note:

Refer to Branch Setup for more information.

 

 

Read On:

Add Local Service

Calculate Difficulty Factor

Local Services Status

Send to Dispatch