Scheduling Service Bays or Workstations

MyDispatch is an ideal tool to organize service bays or workstations.  Tasks or work orders are assigned to specific bays or workstations because of the required equipment or technicians.  These tasks are created in EBMS using one of the following tools:

• Tasks:  Review Tasks > Getting Started > Using Tasks as Work Orders for instructions to create tasks within EBMS.
• MyTasks:  Review MyTasks > Overview for instructions to create tasks from an Android phone or iPhone.
• MyTime:  Review MyTime > Tracking Labor and Completing Tasks for instructions to create tasks from a portable windows tablet.

Managing service tasks, appointments including due dates, as well as task details are scheduled by the service manager or dispatcher using MyDispatch. 

Review Setup MyDispatch to setup MyDispatch for a service department organizing service bays or individual workstations.

Using MyDispatch

1. Launch MyEBMS on a MS Windows device.

2. Select MyDispatch from the MyEBMS menu to open the following 2 panes:
   

   1. The schedule pane:  This pane displays the daily schedule for each bay or workstation.

   2. The list pane:  This pane displays user defined task lists that allow the user to drag tasks to the daily schedule pane.   

   3. The map pane:  The map pane should be hidden as shown above.  Drag the adjust bar between the task list and map panes to the left   

3. Identify the bay or workstation title or id.  Adding or removing workstations from this list is done within the dispatcher worker record in EBMS.  

4. These user defined lists are important to keep tasks accessible to the dispatcher.   Review MyDispatch > Setup > EBMS User Configuration to add or remove workstations and task lists shown in pane B.  Some recommended list queries when scheduling worstations:

   1. Unassigned:  Advanced query expression:  substr(id, 1, 3) <> '($)' .and. trim(emp_id)=trim(' ') .and. completed =.f. .and. PRIORITY <> 'Pending'

   2. Unscheduled:  Advanced query expression:  substr(id, 1, 3) <> '($)' .and. (trim(dtos(start_date)) = trim(' ')) .and. completed=.f. .and. PRIORITY <> 'Pending'

   3. Overdue: Advanced query expression:  substr(id, 1, 3) <> '($)' .and. completed=.f. .and. end_date<>stod('        ') .and. end_date<date()

   4. The queries listed above may be able to be accomplished by using the simpler Set Query dialog although the advanced queries can easily be copied from this documentation to the advanced query dialog.  

5. Set the date to view the schedule for future dates.

6. Use the tool bar add or delete a task or refresh a list.  

   1. Tap or touch and hold on the task list to create a new task

   2. Tap to refresh the schedule and lists immediately.  Tap settings to adjust the automated refresh rate.

   3. Tap to or touch and hold on the task list to delete a task