Set up dispatch teams

This article describes how to create a dispatch team. After you create a dispatch team, you can assign workers to the team. When you create a service order, you can then relate a member of a dispatch team to an activity in the service order.

1. Click Service management > Setup > Dispatch teams.

2. In the Dispatch teams form, click New to create a new team.

3. In the Dispatch team field, enter a unique name for the dispatch team.

4. In the Owner field, select the employee who is responsible for this team.

   Note

   You can select only employees in this field. You can’t select vendors.

5. Optional: In the Description field, enter a brief description for this dispatch team.

Note

You can assign a worker to this dispatch team in the Worker form. For more information about how to assign a worker to a dispatch team, see Dispatch workers (form).