Dispatcher Code Maintenance

Use Dispatcher Code Maintenance to maintain the codes and names for the dispatchers who take the customer phone calls for service and, then dispatch the technicians to perform the service work.

Tip:  For more information about working with data in fields, see the Data Entry Guidelines.

Directions:

To see directions for...

• Opening Dispatcher Code Maintenance, click More.

   

  1.  Click Service Mgt from the Menu Bar.

  2.  Click File Maintenance.

  3.  Click Dispatcher Code.
  
  Tip:  Or, use the keyboard shortcut:  [ALT] [m] [f] [i].

   

  Dispatcher Code Maintenance Window Example:

  

   

• Creating a New Dispatcher, click More.

   

  Dispatcher Code Maintenance Prompts Tip:  To see more information about a field, click the hyperlink for the field name.
  Dispatcher Code	Enter the unique code that identifies the Dispatcher information and click Retrieve , or press [ENTER].  (up to 6 characters) Required Tips: Or, enter the new Dispatcher Code and click File from the Menu Bar; next click New.  Keyboard shortcut:  [ALT] [f] [n] To indicate that you are building a new Dispatcher, New  displays near the Dispatcher Code.  Default entries display and the first field is highlighted to let you know you can begin entering information.
  	To update the new or changed information, click Save or press [ENTER]. Keyboard shortcut:  [ALT + s]
  	CAUTION To avoid losing data, you must save new or changed records.
  	To view all of the existing dispatcher records, click Search.  From the Search list you can select the record to change or delete. Keyboard shortcut:  [ALT + r]
  	To display an existing dispatcher, enter the Dispatcher Code and click Retrieve, or press [ENTER]. Keyboard shortcut:  [ALT + t]
  Name	Enter the dispatcher's full name by entering the Last Name and then the First Name. (up to 35 characters)
  Technician Ranges
  	Note:  The Technicians Button is reserved for future use.
  Call Dates	Note:  This field is reserved for future use.  Please leave blank.
  Priority	Note:  This field is reserved for future use.  Please leave blank.
  Specialty	Note:  This field is reserved for future use.  Please leave blank.
  Territory	Note:  This field is reserved for future use.  Please leave blank.
  Call Status 1 - 4	Note:  The Call Status fields are reserved for future use.  Please leave blank.
  Tech Status 1 - 4	Note:  The Tech Status fields are reserved for future use.  Please leave blank.
  Call Ranges
  Call Dates From	Note:  This field is reserved for future use.  Please leave blank.
  Call Dates To	Note:  This field is reserved for future use.  Please leave blank.
  Priority	Note:  This field is reserved for future use.  Please leave blank.
  Specialty	Note:  This field is reserved for future use.  Please leave blank.
  Territory	Note:  This field is reserved for future use.  Please leave blank.
  Call Status 1 - 4	Note:  The Call Status fields are reserved for future use.  Please leave blank.
  Tech Status 1 - 4	Note:  The Tech Status fields are reserved for future use.  Please leave blank.

   

• Editing an Existing Dispatcher, click More.

   

  CAUTION:  To avoid losing data, you must save new or changed records.

  1.  To display the record to be changed, enter the Dispatcher Code and click Retrieve , or press [ENTER].
  Keyboard shortcut:  [ALT + t]
  
  Tip:  If you do not know the Dispatcher Code, you can click Search  to see a list of Dispatchers.

  2.  To position the pointer to the information that you want to change, press [TAB] or click the field using the mouse.

  3.  Enter the data changes.

  4.  To complete the edit process, click Save , or press [ENTER].
  Keyboard shortcut:  [ALT + s]

   

• Deleting an Existing Dispatcher, click More.

   

  1.  To display the record to be deleted, enter the Dispatcher Code and click Retrieve , or press [ENTER].
  Keyboard shortcut:  [ALT + t]
  Tip:  If you do not know the Dispatcher Code, you can click Search  to see a list of Dispatchers.

  2.  Click File from the Menu Bar, and next click Delete.
  Keyboard shortcut:  [ALT] [f] [d]

  3.  At the Delete Records prompt, click Proceed to delete the record, or click Cancel to escape from the delete routine.

  Example:

  

   

  Note:  After you click Proceed, you will see the following message on the Status Bar.