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You may have established Dispatch Board viewing preferences during setup. These filters will be active when you first open the Dispatch Board. You can change these filters from the Dispatch Board using the Preferences button. The settings are made for the user ID currently signed in, overwriting the preferences established during setup.
- Temporary filters: You
You can temporarily filter Dispatch Board data two ways: using the filtering fields on the Dispatch Board or using the query button. If you're using the filter fields on the Dispatch Board, mark the appropriate check boxes and enter information in the fields. For instance, if you only want to view a single technician's appointments, enter the technician in the Technician ID field. Once the Dispatch Board is closed, the filter preferences are cleared. You can also use the Clear button to clear the filter preferences. The second way to set temporary filters is using the query button attached to the Date field. Enter the filter information in the Query window. Use the query feature to temporarily view a subset of appointments. Once the Dispatch Board is closed, the filter preferences are cleared. To set a date range, use the query button instead of setting a date range from the Dispatch Board's Preferences button. - Sorting option: You
You can display appointments by the sorting option selected from the drop-down list in the lower left corner of the Dispatch Board. You can sort appointments by date scheduled, work ID, priority, service area, and technician. Sorting by date scheduled works best when used with a date range since no sorting will occur if you're viewing appointments scheduled for only one day. Also, when sorting by priority, you must have at least two appointments assigned a priority for sorting changes to take place.
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