Configure settings for Dispatcher Workspace

  • Release version: Washingtondc
  • Updated February 1, 2024
  • 2 minutes to read

    • Automate processes and provide dispatchers with more information so they can get their job done more effectively.

    Before you begin

    Role required: admin, wm_admin

    Procedure

    1. Navigate to All > Field Service > Dispatcher Workspace Configuration > Workspace Settings.
    2. Select the workplace settings.
      Table 1. Dispatcher Workspace Settings
      Property Description
      Enable Auto-refresh Automatically refreshes the agent's calendar when an event such as a meeting, training, time-off request, personal, or an ad hoc work event is created in Dispatcher Workspace. Enabling the feature here gives dispatchers the option to enable or disable this setting on Dispatcher Workspace.
      Note:
      Ensure the system property Enable Shift Scheduling for FSM to Determine Availability is enabled. For more information, see Activate Workforce Optimization for Field Service.
      Enable group metrics setting Enables the option for dispatchers to turn on metrics for assignment groups in the Dispatcher Workspace. Assignment groups metrics show in the schedule of the Dispatcher Workspace.
      Enable agent metrics settings Enables the option for dispatchers to turn on metrics for agents in the Dispatcher Workspace. Agent metrics show in the contextual side panel of the Dispatcher Workspace.
      Enable task assignment modal Enables the task assignment modal to pop up. When this is enabled, and a task from the task panel is dragged to the schedule, a task assignment modal window will pop up with the details of the task before it’s assigned. This is useful to add a confirmation step to the assignment process.
      Schedule based on travel start time Enables tasks assigned from the task panel to start based on an agent's travel time. Enabling the feature here gives dispatchers the option to enable or disable this setting on Dispatcher Workspace.
      Enable navigation to task assignment window Enables the Go to assignment window option to appear in the task panel. The option brings the calendar to the window start of the selected task.
      Note:
      Select a different task in the task panel to close the assignment window.
      Enable icon display on calendar event Enables icons to display for calendar events on the calendar in Dispatcher Workspace.
      Enable single-select only on group/territory dropdown on the Dispatcher Workspace Allows only one assignment group, dispatch group, or territory to load when selecting them in the task panel.
      Note:
      If you enable this setting you must Clear Dispatcher Workspace resource filters.
      Enable on event hover popover on the dispatcher workspace. Enables more details to show when you hover over a work order task or a personal event on the calendar in Dispatcher Workspace.
    3. Select Save.