Zoho FSM | Dispatch Console Grid

Dispatch Console Grid

 Available in Editions: Professional, Premium

Info
Permission Required: Dispatch Console
- Check the Edition-based availability of Grid View

In the Grid view of the Dispatch Console, you will be able to see the service appointments assigned to the service resources for each day. To see the Grid view, navigate to the Dispatch Console module and click the Grid tab.
  1. Use the filters in the Service Resources List to view the entries for the desired service resources.
  2. In the Appointment Date/Time filter, if you select Schedule, then the entries for service appointments will be shown at the times that correspond to their Scheduled Date/Time. If you select Live, then the entries for service appointments will be shown at the Actual Date/Time of the service appointments if there is an Actual Date/Time present for the service appointment, else they will be shown at the times that correspond to their Scheduled Date/Time. Service appointments will have an Actual Date/Time only after the work has started, i.e. for service appointments with status In Progress or above.
  3. Use the Time Range filter to choose a Day, a Week, or 4 days for which you want to see the service appointments.
  4. Hover over a service appointment entry to see the details in a popup. Use Esc to close the popup. In the popup, if you hover over some of the details like email, territory, etc, you will find the option to copy [] it. Hover over a service appointment entry and click on to see all the details of the appointment. The type of the service appointment will also be indicated by an icon at the top right side of the service appointment entry.
  5. Use to refresh the data in the Grid area.
  6. If a service appointment spans more than a day, the continuity is indicated by a dotted arrow. Continuity across weeks is indicated through the icons  and .

If a service appointment does not belong to the territory chosen in the Service Resources List, then the service appointment entry will have a grey background with an orange tip on the top left corner.


Create Appointments from Grid 

You can create appointments from the Grid view. To do so:
  1. Click on a cell in the Grid that corresponds to the day for which you want to schedule the appointment.
  2. In the Create Appointment overlay, choose the work order for which you want to create the appointment.
  3. In the Create Appointment overlay, the following details will be populated, which you can change if required.
    1. Service
    2. Summary
    3. Scheduled Start/End Date Time
    4. Service Resource (Agent or Crew)
  4. Click Schedule or Schedule and Dispatch to continue.

Dispatch Console Grid Settings

There are certain settings that you can configure in the Grid view of the dispatch console. Click on the Settings [    ] icon in the top right corner to see these options:
  1. Show Only Business Hours: If this is enabled, then the dispatch console Grid area shown will span only within the business hours.
  2. Show only active service appointments: If this is enabled, then the cancelled/terminated appointments will not be shown.
  3. Default style for other territory appointments: If a service appointment does not belong to the territory chosen in the Service Resources List, then the service appointment entry will have a grey background with an orange tip on the top left corner. If this is enabled, then the service appointment entry will not have a grey background.
  4. Default service appointments count: For each day, the maximum number of assigned appointments that will be displayed will be based on the value that you choose here. Click on More... to view the additional entries.