Planning & Dispatching Settings


Intro

The Planning and Dispatching Settings is used to manage the following:

Setting Type Description
Service Call Mappings If applicable, here you can input the default statuses to be communicated from Planning & Dispatching to the Enterprise Resource Planner (ERP) in the backend.
Default Values Here you can input the default values to be used when creating service calls (example: Default Origin = Telephone, which would then make a telephone call the default origin/method by which a service call was requested.)
Assignment Settings Here you can input the default travel time and service call duration defaults which reflect on the Planning Board when scheduling service call activities.
Dispatcher Reminders Here you can create reminders for dispatchers based on Service Call Types.
Service Regions Here you can create and manage the service regions used in the Planning and Dispatching app. Service regions are used in planning scenarios.

General Settings

Service Call Mappings

With these settings, you can map statuses used in the Enterprise Resource Planner (ERP) system and Coresystems Field Service Management. These statuses will reflect in the Service Calls tab.

Setting Description
Ready to Plan Dropdown. Select the ERP status you wish to associate with the READY to PLAN status in Field Service Management.
Technically Complete Dropdown. Select the ERP status you wish to associate with the CLOSED status in Field Service Management.
Cancelled Dropdown. Select the ERP status you wish to associate with the CANCELLED status in Field Service Management.
T&M Journal Locked Dropdown. Select the ERP status you wish to use for the T&M Journal when effort, material, mileage, and equipment information can no longer be added for a service call/activity.

Default Settings

From the Default Settings, you can define the default options to be used when new service calls are created.

Setting Description
Default Origin Here you can define the default service call origin (example: email).
Default Call Type Dropdown. You can select one of the following default Call Types:
Default Problem Type If applicable, the default problem call (example: repair).
Default Priority The default priority level assigned to the service call. Options include: LOW, MEDIUM, and HIGH.

Activity Settings

From the Activity Settings, you can define how activities behave on the Planning Board.

Travel Time Settings

Setting Description
Default Travel Time to Here you can set the default travel time to the service call destination.
Default Travel Time from Here you can set the default travel time from the service call location to the next destination.

Assignments on the Planning Board

Setting Description
Minimum Assignment Duration Here you can set the minimum service call time default (example: 60 minutes). When you drag-and-drop assignments onto the Planning Board, they will then reflect this unless you manually expand or change the time range.
Rounding Minutes Here you can send the amount of time for which assignments will be rounded (example: 15 minutes).
Allow Editing of Closed Assignments By selecting, you will be able to open and edit assignments that have been marked closed.

Dispatcher Reminders

The Dispatcher Reminders settings are used to create reminders for dispatchers regarding service calls and/or its related activities.

Example

  Reminder Scenario
1 For a service call that falls into the Planned Maintenance category you could create a reminder for the dipsatcher to contact the customer three months beforehand to make an appointment.
2 A second reminder could then be created that prompts the dispatcher to contact the customer one week before the scheduled appointment to remind the customer of the appointment.
3 A third reminder could be an internal reminder to prepare the equipment.
4 A fourth reminder could be an additional internal reminder to plan the necessary resources.

The reminders contained in this example would then improve planning and preparation activities and, ultimately, improve the outcome of the service call.

Field Description
Service Call Type Dropdown. A predefined list of service call types. Examples include: inspection, shut down, planned maintenance.
Reminder The text reminder that will be included in the reminder to the dispatcher (example: “Contact customer three months before to make appointment”).

Service Regions

The Service Regions settings are used to create and manage the service regions and sub-regions used in planning scenarios in the Planning and Dispatching app.

Field Description
Name The name of the service region (example: Japan).
Code The code/abbreviation associated with the service region.

By clicking the ⋮ menu, the application will display the following options:

Option Description
Edit By selecting this option, you can edit the existing region code and/or name.
Add region on same level By selecting this option, you can add a new service region on the same level.
Add child region By selecting this option, you can add a child region to the service region.