Tip: You can use filters for better results
How to configure dispatch groups
Dispatch groups are used to define workforce areas for engineers, where the service can be provided. They are helpful in better organizing the work on the field. In the dispatch groups tab, you can assemble a team of engineers for a specific geographic area. The purpose is to focus the workforce on one area because having a dedicated group for your location is essential in the dispatch organizing process. You also have the option to customize the optimization behavior per dispatch group in this menu.
- You need at least one created and active dispatch group to use the optimizer with success
- If there is no active dispatch group set, the Ticket Pool in the Work Place (Dispatch tab) won’t display tickets and won’t display any engineers in the Timeline
- It is necessary to have at least one engineer assigned, otherwise, group creation will not work
- It is necessary to have at least one area generally defined, otherwise, group creation will not work
- Please avoid creating groups with more than 30 engineers as it can negatively impact overall performance, rather try to create more groups in this case
- An engineer can be used for multiple dispatch groups, Admin panel therefore also offers the possibility to assign one engineer for multiple dispatch groups
If you change dispatch group settings, this message may appear. This message indicates that this is a change that also affects tied tickets. As there may be a large number of tickets involved, this change may take some time. To avoid problems during regular business operations, such fundamental changes should be made outside of normal operations if possible. However, edits won’t break anything, they just may impact current performance as these changes occur.
How to create & edit dispatch groups
- Inside the Admin panel go to Projects and More → Dispatch Groups
- Click on the plus button to open the New group form.
- Fill in the Basic, Area Definition, Filters, Engineers, Dispatch, and Optimization tabs.
1. Basic tab
Fully automated dispatching is only available for customers with an Enterprise plan.
- Toggle the Active toggle to the right to mark the user as active (that means the group is displayed inside Work place).
- (Optional) – Turn your dispatch group into a test dispatch group by flipping the Test dispatch group toggle to the right.
Test dispatch groups do not share data with the Analytics component and therefore have no impact on your reporting, analytics, or forecasting. - Insert the name of your new or existing group.
- (Optional) – Insert a description of your new or existing group for better recognition.
- Select the timezone your new or existing group operates within.
- (Optional) – Select a master group from the dropdown.
Learn how to create master groups here. - (Enterprise only) – Decide if the fully automated dispatching option should be turned on or off for this particular dispatch group. If you don’t turn it on, the Autodispatch toggle inside the Ticket Pool inside Work place is not activatable by users.
- Click Save.
2. Area definition tab
The next step is to define the operational zone of your new dispatch group.
You have the option to define the area either manually or automatically.
How to define the area manually
- Select the country and city where your group operates to make the map zoom to the area you want to select manually.
- Delete the preselected area by clicking on the top-right trash button inside the map to deselect the automatically inserted area.
- Confirm the deletion of the automatically inserted area by clicking the YES, DELETE button when prompted.
- Click inside the map to start selecting an area manually and to make a point appear.
- Connect the points.
- Close the area by clicking on the start point again from the last point.
- Confirm the area by clicking Save.
Tips for manual area definition
You can delete individual points by clicking on a point and clicking on the trash button or go back to the last step at any time by clicking the revert button in the top-right corner of the map. Check out Example 1 (GIF).
You can delete individual points by clicking on a point and clicking on the trash button or go back to the last step at any time by clicking the revert button in the top-right corner of the map. Check out Example 1 (GIF).
You can easily add another point to the area by clicking the point in the middle of two points and dragging it to your desired spot. This will automatically add another point. Check out Example 2 (GIF).
Example 1
Example 2
How to define the area automatically
- Select the country where your group operates within.
- (Optional) – Select the state where your group operates within.
- Select the city where your group operates within.
- Click on the orange SHOW LOCATION button.
- (Optional) – Click on one area if you are prompted to select between areas.
Important: Your group can only operate within one area. - Confirm the area by clicking SAVE.
3. (Optional) - Filters tab
Fill in the filters tab to the specify tickets that are displayed for this specific dispatch group.
You can add filters (eg. status, project, country, etc.) or even grouped filters to further customize which tickets are displayed for the selected dispatch group.
- Click on the Plus button to add a new simple filter or group filter.
Simple Filters:
- Select a condition from the first condition dropdown.
- Select an operator from the first operator dropdown.
- Enter a comparison value from the comparison value dropdown.
- (Optional) – You can add additional filters by clicking on the plus button in the first row and connect them with either AND or OR connectors.
Grouped Filters:
- Check the checkboxes inside the filters which you want to connect to a group.
- Click on the group button. A line left next to the filters indicates you which filters are connected to a group. Inside groups you can also create subgroups by checking filters inside a group and connecting them to a group by clicking on the group button.
Grouped Filters interface explained in more detail:
-
You can add more filters with the plus button.
This plus button will always add a filter under the last filter. -
The group button lets you group filters after checking filters that are below another filter.
Grouping can only be enabled for consecutive filter conditions, otherwise, the grouping icon is disabled. -
You can select conditions from the condition drop-down.
You can learn what conditions are in the Filter examples section. -
You can select operators from the operator drop-down.
You can learn what operators are in the Filter examples section. -
You can enter comparison values in the comparison value field.
You can learn what comparison values are in the Filter examples section. -
You can add more filters with the Plus button.
This plus button lets you add a filter in between two filters. -
You can delete individual filters with the Delete button.
-
You can decide which relation a filter should have with another filter.
It can either be an AND or an OR relation.
It is important to understand that filters within a group can only have the same relation type. -
The Ungroup button lets you ungroup connected filters.
The filters will remain inside the list without a group after ungrouping.
Filter examples
Filter terms explained:
Filters: Allows fine-tuning criteria for dispatch groups using comparison and logical operators.
Condition: Defines a condition for your filter criteria.
Operator: Compares the condition with the comparison (IS EQUAL TO, IS NOT EQUAL TO, IS LIKE, IS NOT LIKE, IN).
Comparison value: Defines with which value the condition is compared.
Connector: Allows you to combine a monitored field with another monitored field (AND, OR).
Sometimes you may run into the problem, that simple filters are not enough because they don’t cover multiple use cases at once and/or are too narrowed down, so they don’t apply at all. This is where group filtering shines:
4. Engineers tab
The next step in the group configuration is to assign some engineers for your dispatch group. You will see all available resources in a list view with a kilometer sign next to their name on the left side.
The number of kilometers displays how far a technician is from the defined zone. This should simplify the selection of matching technicians for you.
RED: The engineer is far away from the defined zone (calculated outgoing from the border of the selected zone).
YELLOW: The engineer is approximately close to the defined group zone (calculated outgoing from the border of the selected zone).
GREEN: The engineer is inside the defined group zone (calculated outgoing from the center of the selected zone).
- Click on the engineer you want to assign to your group to transfer the engineer over to Selected engineers.
- Repeat step 1 for every other engineer you want to assign to your group.
- (Optional) – You have the possibility to quickly move all resources from one side to another.
Click on ADD ALL on the left side or REMOVE ALL on the right side to do so. - Click Save.
5. Dispatchers tab
The next step in the group configuration is to assign some dispatchers for your dispatch group. You will see all available dispatchers in a list view on the left side.
- Click on the user you want to assign to your group to transfer the dispatcher over to Selected Dispatchers.
- Repeat step 1 for every other dispatcher you want to assign to your group.
- (Optional) – You have the possibility to quickly move all resources from one side to another.
Click on ADD ALL on the left side or REMOVE ALL on the right side to do so. - Click Save.
6. (Optional) - Optimization tab
You can learn more about the optimization configuration here.