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support:dispatch:dispatch_screens
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| Both sides previous revision Previous revision Next revision | Previous revision | ||
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support:dispatch:dispatch_screens [2015/08/24 14:37] edmondsj |
support:dispatch:dispatch_screens [2016/09/13 14:54] (current) seyers |
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| ==== Status columns ==== | ==== Status columns ==== | ||
| - | ^Column header^Values^ | ||
| - | |A (assignment status)|H: held\\ W: waiting for assignment\\ A: assigned| | ||
| - | === S column === | + | === "A" column === |
| + | * Indicates assignment status | ||
| + | |||
| + | ^Contents^Description^ | ||
| + | |<html><span style="color:black;background-color:yellow;font-weight:bold;"> H </span></html>|Held| | ||
| + | |S|Scheduled and pre-assigned| | ||
| + | |W|Waiting for assignment| | ||
| + | |<html><span style="color:white;background-color:red;font-weight:bold;"> W </span></html>|Held and scheduled job nearing scheduled time and waiting for assignment| | ||
| + | |<html><span style="color:white;background-color:green;font-weight:bold;"> A </span></html>|Assigned| | ||
| + | |<html><span style="color:black;background-color:#CCCCCC;"> X </span></html>|Cancelled| | ||
| + | |||
| + | === "AS" column === | ||
| + | * Indicates sortable assignment status | ||
| + | * Sort order values are configured on the ''Company/Company setup/General config'' screen | ||
| + | * Default values are A=1, W=2, H=3, X=4 | ||
| + | |||
| + | ^Contents^Description^ | ||
| + | |<html><span style="color:black;background-color:yellow;font-weight:bold;"> 3H </span></html>|Held| | ||
| + | |4S|Scheduled and unassigned| | ||
| + | |2W|Waiting for assignment| | ||
| + | |<html><span style="color:white;background-color:red;font-weight:bold;"> 2W </span></html>|Held and scheduled job nearing scheduled time and waiting for assignment| | ||
| + | |<html><span style="color:white;background-color:green;font-weight:bold;"> 1A </span></html>|Assigned| | ||
| + | |<html><span style="color:black;background-color:#CCCCCC;"> 5X </span></html>|Cancelled| | ||
| + | |||
| + | === "S" column === | ||
| * Indicates job status | * Indicates job status | ||
| * __For active calls__: | * __For active calls__: | ||
| - | ^Status^Description^ | + | ^Contents^Description^ |
| - | |AP|approved, awaiting assignment| | + | |AP|Approved, awaiting assignment| |
| - | |AD|driver assigned or unassigned| | + | |AD|Driver assigned| |
| |<html><span style="color:white;background-color:#FF00FF;font-weight:bold;"> T </span></html>|Transmitting assignment| | |<html><span style="color:white;background-color:#FF00FF;font-weight:bold;"> T </span></html>|Transmitting assignment| | ||
| |<html><span style="color:white;background-color:#FF00FF;font-weight:bold;"> TU </span></html>|Transmitting job update| | |<html><span style="color:white;background-color:#FF00FF;font-weight:bold;"> TU </span></html>|Transmitting job update| | ||
| Line 42: | Line 64: | ||
| * __For closed calls__: | * __For closed calls__: | ||
| - | ^Status^Description^ | + | ^Contents^Description^ |
| - | |<html><span style="color:black;background-color:#CCCCCC;font-weight:bold;"> C </span></html>|Cleared| | + | |<html><span style="color:black;background-color:#CCCCCC;"> C </span></html>|Cleared| |
| - | |<html><span style="color:black;background-color:#CCCCCC;font-weight:bold;"> G </span></html>|GOA| | + | |<html><span style="color:black;background-color:#CCCCCC;"> G </span></html>|GOA| |
| - | |<html><span style="color:black;background-color:#CCCCCC;font-weight:bold;"> X </span></html>|Cancelled| | + | |<html><span style="color:black;background-color:#CCCCCC;"> X </span></html>|Cancelled| |
| + | |||
| + | === "$P" column === | ||
| + | |||
| + | ^Contents^Description^ | ||
| + | |{{:support:dispatch:dollar_sign.gif|}}|Job has a credit authorization that has not yet been captured| | ||
| + | |Blank|Either no credit authorization was processed or a credit authorization has already been captured| | ||
| + | |||
| + | === "V" column === | ||
| + | |||
| + | ^Contents^Description^ | ||
| + | |<html><span style="color:white;background-color:green;"> C </span></html>|VIN has been looked up, is a valid VIN, and has been confirmed by a user| | ||
| + | |<html><span style="color:black;background-color:yellow;"> L </span></html>|VIN has been looked up, is a valid VIN, but has not been confirmed by a user| | ||
| + | |<html><span style="color:white;background-color:red;"> F </span></html>|VIN has been looked up and is NOT a valid VIN| | ||
| + | |Blank|VIN has not been looked up| | ||
| + | |||
| + | === Driver Status === | ||
| + | Driver Status is a tool for drivers to notify dispatchers of their current situation. For example: | ||
| + | * Active - actively working on service requests | ||
| + | * Standby - on duty, but temporarily unavailable - e.g., on lunch break | ||
| + | * On Call - logged in and available if other -- e.g., Active -- drivers are unable to respond | ||
| + | The exact meaning of the terms can be defined by consensus/procedures within the company | ||
| ===== Create a job ===== | ===== Create a job ===== | ||
| * Click Green "New job" Button above open jobs screen. | * Click Green "New job" Button above open jobs screen. | ||
| {{:support:dispatch:04_02_from_dispatch_board-rev.png|}} | {{:support:dispatch:04_02_from_dispatch_board-rev.png|}} | ||
| - | Fill in minimum of: | + | |
| - | - Account name | + | * Fill in the yellow required fields: |
| - | - Year/Make/Model or other details available on vehicle/owner (can be filled in later) | + | * Account name |
| - | - Enter incident location | + | * Incident location |
| - | - Select appropriate pricing template for the Account and the Job | + | * Select pricing template for the Account and the Job |
| - | - Enter destination (if not a service call) | + | * Bill to account name |
| - | - Click "Save" button at bottom. | + | * Recommended but not required fields: |
| - | - Fields will turn red if information is required. | + | * Year/Make/Model or other details available on vehicle/owner (can be filled in later) |
| - | You CANNOT save job if required fields aren't filled in. | + | * Destination (if not a service call) |
| + | * Click "Save" button at bottom. | ||
| + | * Fields will turn red if information is required. | ||
| + | * You CANNOT save job if required fields aren't filled in. | ||
| {{:support:dispatch:jobentryREV.png|}} | {{:support:dispatch:jobentryREV.png|}} | ||
| Line 91: | Line 137: | ||
| Be sure to select the appropriate pricing template when assigning the job. If Account is set to Pricing=Driver, the driver will input and confirm the pricing for the job. | Be sure to select the appropriate pricing template when assigning the job. If Account is set to Pricing=Driver, the driver will input and confirm the pricing for the job. | ||
| - | If any details must be corrected after the call is cleared, the dispatcher (if proper commissions are granted in configuration) may update the job pricing by accessing closed jobs, selecting the job from the greyed out closed jobs, and clicking on the "Job Pricing" Tab to access the pricing details for that job. | + | If any details must be corrected after the call is cleared, the dispatcher (if proper permissions are granted in configuration) may update the job pricing by accessing closed jobs, selecting the job from the greyed out closed jobs, and clicking on the "Job Pricing" Tab to access the pricing details for that job. |
| ==== Pricing modes ==== | ==== Pricing modes ==== | ||
| Line 101: | Line 147: | ||
| In Pricing Mode NONE, all details of pricing are hidden from the driver. This is accomplished by hiding the Clear process from the driver thus forcing the driver to use Quick Clear. | In Pricing Mode NONE, all details of pricing are hidden from the driver. This is accomplished by hiding the Clear process from the driver thus forcing the driver to use Quick Clear. | ||
| - | The Status Update menu contains the following status items for a new tow call: Enroute, Arrived, Hooked, Droppped, Quick Clear. | + | The Status Update menu contains the following status items for a new tow call: Enroute, Arrived, Hooked, Dropped, Quick Clear. |
| Line 117: | Line 163: | ||
| * Pricing details should be hidden from the driver. | * Pricing details should be hidden from the driver. | ||
| - | The Status Update menu contains the following status items for a new tow call: Enroute, Arrived, Hooked, Droppped, Quick Clear, Clear. | + | The Status Update menu contains the following status items for a new tow call: Enroute, Arrived, Hooked, Dropped, Quick Clear, Clear. |
| === Sample Screens === | === Sample Screens === | ||
| Line 142: | Line 188: | ||
| * Pricing details should be visible to the driver. | * Pricing details should be visible to the driver. | ||
| - | The Status Update menu contains the following status items for a new tow call: Enroute, Arrived, Hooked, Droppped, Quick Clear, Clear. | + | The Status Update menu contains the following status items for a new tow call: Enroute, Arrived, Hooked, Dropped, Quick Clear, Clear. |
| === Sample Screens === | === Sample Screens === | ||
| Line 163: | Line 209: | ||
| This mode is useful when the driver has some input into call pricing. For example, it would be useful with an experienced and trusted driver. | This mode is useful when the driver has some input into call pricing. For example, it would be useful with an experienced and trusted driver. | ||
| - | The Status Update menu contains the following status items for a new tow call: Enroute, Arrived, Hooked, Droppped, Quick Clear, Clear. | + | The Status Update menu contains the following status items for a new tow call: Enroute, Arrived, Hooked, Dropped, Quick Clear, Clear. |
| Line 171: | Line 217: | ||
| The driver cannot override any prices<sup>1</sup>. During the Pricing process, the pricing calculations are performed automatically and sent to Ranger Host. | The driver cannot override any prices<sup>1</sup>. During the Pricing process, the pricing calculations are performed automatically and sent to Ranger Host. | ||
| - | The dispatcher then has a brief period of time to review the pricing information, make changes (if any), and return the final results to the mobile app. Note this implies the dispatcher is at their desk and ready to review pricing details immediately upon their arrival. | + | The dispatcher then has a brief period of time (180 seconds) to review the pricing information, make changes (if any), and return the final results to the mobile app. Note this implies the dispatcher is at their desk and ready to review pricing details immediately upon their arrival. |
| Because of the interaction with the dispatcher, the mobile app must have network connectivity to finalize pricing. If the mobile application is offline, only preliminary pricing can be completed. | Because of the interaction with the dispatcher, the mobile app must have network connectivity to finalize pricing. If the mobile application is offline, only preliminary pricing can be completed. | ||
| Line 177: | Line 223: | ||
| This mode is useful for dispatchers that want to control the pricing of a call. | This mode is useful for dispatchers that want to control the pricing of a call. | ||
| - | The Status Update menu contains the following status items for a new tow call: Enroute, Arrived, Hooked, Droppped, Pricing, Quick Clear. | + | The Status Update menu contains the following status items for a new tow call: Enroute, Arrived, Hooked, Dropped, Pricing, Quick Clear. |
| - | === Mode CO - Confirmed === | + | === Mode CO - Confirm By Dispatcher === |
| In Confirmed pricing, the rules provide an initial guideline, but the driver can override those calculations. When the driver is complete, the information is relayed to the dispatcher for final editing and approval. You can think of Confirmed pricing as Driver pricing plus dispatcher override. | In Confirmed pricing, the rules provide an initial guideline, but the driver can override those calculations. When the driver is complete, the information is relayed to the dispatcher for final editing and approval. You can think of Confirmed pricing as Driver pricing plus dispatcher override. | ||
| During the Clear process, the pricing calculations are performed automatically. Then, the driver is presented with a menu that allows them to override any of the calculated values. The final values are sent to Ranger Host. | During the Clear process, the pricing calculations are performed automatically. Then, the driver is presented with a menu that allows them to override any of the calculated values. The final values are sent to Ranger Host. | ||
| - | The dispatcher then has a brief period of time to review the pricing information, make changes (if any), and return the final results to the mobile app. Note this implies the dispatcher is at their desk and ready to review pricing details immediately upon their arrival. | + | The dispatcher then has a brief period of time (180 seconds) to review the pricing information, make changes (if any), and return the final results to the mobile app. Note this implies the dispatcher is at their desk and ready to review pricing details immediately upon their arrival. |
| Because of the interaction with the dispatcher, the mobile app must have network connectivity to finalize pricing. If the mobile application is offline, only preliminary pricing can be completed. | Because of the interaction with the dispatcher, the mobile app must have network connectivity to finalize pricing. If the mobile application is offline, only preliminary pricing can be completed. | ||
| Line 191: | Line 237: | ||
| This mode is useful for dispatchers with trusted and experienced drivers that also want to review the pricing of a call. | This mode is useful for dispatchers with trusted and experienced drivers that also want to review the pricing of a call. | ||
| - | The Status Update menu contains the following status items for a new tow call: Enroute, Arrived, Hooked, Droppped, Pricing, Quick Clear. | + | The Status Update menu contains the following status items for a new tow call: Enroute, Arrived, Hooked, Dropped, Pricing, Quick Clear. |
| === Comparison === | === Comparison === | ||
| Line 228: | Line 274: | ||
| ===== Unassign driver from a job ===== | ===== Unassign driver from a job ===== | ||
| - | Click on job. This will take you to "JOB STATUS" folder. Click on "JOB ENTRY" folder and click on "Unasign Driver' button at the bottom of screen | + | Click on job. This will take you to "JOB STATUS" folder. Click on "JOB ENTRY" folder and click on "Unassign Driver' button at the bottom of screen |
support/dispatch/dispatch_screens.1440441477.txt.gz · Last modified: 2015/08/24 14:37 by edmondsj
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