Zoho FSM | Dispatch Console Left Panel

Dispatch Console Left Panel

The left panel of the Dispatch Console will list the service appointments and work orders whose details can be viewed in the Gantt or Map view.


Service Appointments List

You can view the Service Appointments List by selecting the Service Appointments tab from the All Work Orders dropdown and clicking All Service Appointments. The list will display all the service appointments created.


Tabular View

In the service appointments list, the details of each appointment are listed in a tabular view.

Column Customization

Based on the view that you have selected, certain details of the appointments will be shown by default. Other than these details, you can choose the columns you want to include in the tabular view. You can choose the columns using the column selector on the View page or by editing the view.

Note: In the customized section of the tabular view, the default details will not be repeated even if the columns corresponding to those details are chosen in the column selector. E.g. Summary, since already included in the default section will not be repeated even if the Summary column is chosen in the selector.

Appointment Details

From each entry of the appointment, you can view its entire details. For each appointment, its related Services will be listed. Click for the appointment or service to view its complete details.



Actions

For each appointment, you can perform the following actions:
  1. You can Schedule or Dispatch the appointment from the left panel.
  2. Edit: Click on [  ] to edit the appointment.
  3. View on Gantt: Clicking on [  ] will highlight the service appointment in the Gantt view.
  4. Details: Click on [  ] to view the complete details of the appointment.

Filter the Service Appointment List  

Filter the Service Appointments List using the following filters:
 
Views Filter: Filter the appointments based on views. A View is a collection of records matching specific criteria.

 

 

Date filter
You can filter the appointments based on the following date fields:
  1. Actual Time: All appointments whose Actual Start/End date matches the selected date will be listed
  2. Scheduled Time: All appointments whose Scheduled Start/End date matches the selected date will be listed
  3. Preferred Time: All the appointments whose Preferred Date 1, or Preferred Date 2 matches the selected date will be listed

 



Advanced Filters

Use the advanced filters [] to filter the appointments based on multiple field values. The value selected in the Date filter (outside the advanced filters) will be populated in the Date filter inside the advanced filters.


Search the Service Appointment List     

Search appointments based on their names by clicking the search [] icon.

 


Work Orders List

By default, the work orders list will be displayed on the left panel with all the work orders created.
 

Tabular View 

In the work orders list, the details of each work order are listed in a tabular view.
 
Column customization
The following details of the work orders will be shown by default:
  1. Work Order Name
  2. Summary
  3. Preferred Date 1 or Preferred Date 2
  4. Status
Other than these details, you can choose the columns you want to include in the tabular view. You can choose the columns using the column selector on the Work Orders List page.
 
Note: In the customized section of the tabular view, the default details will not be repeated even if the columns corresponding to those details are chosen in the column selector. E.g. Summary, since already included in the default section will not be repeated even if the Summary column is chosen in the selector.
 
Work Order Details
From each entry of the work order, you can view its entire details. For each work order, its related Services will be listed. Click for the work order or service to view its complete details.
 
 
Actions
For each work order, you can perform the following actions:
  1. Edit: Click on [  ] to edit the work order.
  2. Details: Click on [  ] to view the complete details of the work order, open the work order in a new tab, or, create an appointment.

Filter the Work Orders List  

Filter the Work Orders List using the following filters:
 
Views Filter: Filter the work orders based on predefined views. A View is a collection of records matching specific criteria.
 

 
Date filter
You can filter the work orders based on the following date fields:
  1. Preferred Time: All the work orders whose Preferred Date 1, or Preferred Date 2 matches the selected date will be listed
  2. Created Time: All work orders whose created time falls on the selected date will be listed
  3. Due Date: All work orders whose due date falls on the selected date will be listed
 


Advanced Filters

Use the advanced filters [] to filter the work orders based on multiple field values. The value selected in the Date filter (outside the advanced filters) will be populated in the Date filter inside the advanced filters.


Search the Work Orders List 

Search work orders based on their names by clicking the search [] icon.
 

Create Work Orders

You can create work orders from the left panel of the dispatch console.



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