Dispatch board (form)

Article
10/09/2018

Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2, Microsoft Dynamics AX 2012 Feature Pack, Microsoft Dynamics AX 2012

Click Service management > Periodic > Dispatch board. Define the time in the From date and To date fields, select whether to view closed activities or dispatch information for a team, and then click OK.

Use this form to monitor and manage the specific activities of your dispatch teams and the general service order flow for your organization.

For example, you can prioritize service orders, assign the appropriate activities to individual service orders, and view and sort service orders by date, priority, or type of service activity. You can review which service orders have yet to be dispatched and reassign service orders among teams.

The advanced view of this form contains an actionable Gantt chart at the top and a set of tabs that display details about the activities you select in the top view. If you cannot see both areas, try maximizing or resizing the form.

You can also drag the graphic representation of a service activity in the chart to assign it to a different worker or different date and time. The color of a service activity graphic indicates the activity's priority, such as red for High, yellow for Normal, and green for Low.

Tip

These colors can be changed on the Dispatching tab in the Service management parameters form.

Right click a graphic to open these menu options:

Information - Open the Activity %1 form to view important details about the activity, such as scheduled start and end times, assigned priority level, and worker, and service level agreement details.
Dispatch - Change the status of a service activity from Undispatched to Dispatched.
Go to activity - Open a view of this service activity in the Activities form.
Go to service order - View the service order associated with this service activity on the Service orders form.

Tasks that use this form

Prioritize service orders

View the status of service orders

Monitor service activities

Reverse changes in a dispatch board

Navigating the form

The following tables provide descriptions for the controls in this form.

Tabs

Tab	Description
All	View all open dispatch activities in the selected date range.
Team	View all activities that have been assigned to the dispatch teams that you belong to or are authorized to monitor.
Undispatched	View those activities on the All tab that have not yet been dispatched.
Dispatched	View those activities on the All tab that have been dispatched.
Details	View the service address and other service order header information, such as SLA and reference information.
Related	View the individual activities that have been assigned to the service order that is currently selected in the service chart at the top of the form.
Lines	View all service order lines that are associated the service order that is currently selected in the service chart at the top of the form.
Objects	View all service object relations that are associated the service order that is currently selected in the service chart at the top of the form.

Buttons

Button	Description
Simple	View the form without the tabs.
Advanced	View the form with both the chart and tabs.
Reset	Update the form with the latest available data.
Print	Print the dispatch chart.

Fields

Field	Description
From date	Select the starting date of the period you want to view.
To date	Select the end date of the period you want to view.
Show closed activities	Select to include activities that have been closed in the dispatch overview.
Show only related teams	Select to display dispatch activities only for teams you are associated with.
Activity number	The identification number assigned to the activity selected in the chart.
Service order	The service order number of the activity selected in the chart.
Start date	View or change the start date assigned to the selected activity.
Start time	View or change the start time assigned to the selected activity.
Actual work	View or change the actual work time for this selected activity.
Total work	The total work time calculated for this activity.
Description	A brief description of this activity.
Customer account	Account number of the customer for whom the activity will be performed.
Type	View or change the type of dispatch associated with this activity.
Priority	View or change the priority level for this dispatch activity.
Dispatched	Select to indicate that the assigned worker or team has been dispatched.
Worker	View or change the worker assigned to the selected activity.
Phase	View or change the status of the selected activity, such as In Progress, Finished, or Cancelled.
Sign off	Select to indicate that this particular service line has been completed.
Type	View or change the type of activity to be performed.
Preferred service time	The customer's preferred date and time for the service call.
Start date	View or change the start date assigned to this activity.
Start time	View or change the starting time assigned to this activity.
End date	View or change the end date assigned to this activity.
End time	View or change the end time assigned to this activity.
Customer account	The customer account number.
Name	The name of the customer.
Project ID	The identification number of the project associated with this service order.
Service agreement	The service agreement associated with this service activity.
Contact	Name of the customer contact for this activity.
Service level agreement	The service level agreement for this activity.
Status	The status of the time registration against the limit set in the SLA.
Start time	The service level agreement start time.
Latest completion time	The latest approved time for completion according to the service level agreement.
Service responsible	The worker responsible for the service agreement.
Preferred technician	The customer's preferred technician for the service call.
Dispatched	Select to indicate that the technician has been dispatched on the service call activity.
Transaction type	The transaction type in service management.
Worker	The worker assigned to this service line.
Category	The category to which this service line belongs.
Service task	An identifier for this service line task.
Status	The status of this service line task.
Service object relation	The ID of a service object relation associated with this activity.
Service object	The ID of a service object associated with this activity.
Key table field	The key ID field on the main service table associated with this activity.