How to set Customizable Job Card and Job Assignment Conflict Alert in the dispatch board?

How to set Customizable Job Card and Job Assignment Conflict Alert in the dispatch board?

Settings --> Organization Settings --> Job Settings --> turn on "Alert Conflict on Assignment."

 Pre settings:

1. Select the "Settings" module from the left panel. 


2. Set "Yes" for the "Alert Conflict on Assignment."


By enabling the above pre-settings, now the user easily enables the "Job Conflict alert."

Navigation: Dispatch Board --> Job Card Filter / Job Assignment Conflict Alert

The two significant Dispatch board's features help users solve the problems efficiently:

Customizable Job Card.

Job Assignment Conflict Alert.

A. Customizable Job Card

The Job card now shows the user's preference field of Job details.

1.  Select the "Dispatch Board" module from the left panel.


2.  Select the "Filter" option to choose the preferred fields. These are the fields that will be displayed on the job card. 


3. Choose the "Display on the Job Card" filter to set the visibility for the fields on the Job card. You can either select the "Display All Details" option to view all the fields on the Job card or Checkmark "Individual" fields as per user preference. 

5. Use the "Apply Filter" option to view the "Job Card" with selected fields and the "Reset Filter" options help reset the filter details. 


B. Job Assignment Conflict Alert.

1. Select the "Dispatch Board" module from the left panel.


2. When the user tries to allocate the same  to two different Field Executives, the conflict alert pop-up shows, select "Yes" to replace the current field executive with the existing field executive. Select "No" to retain the existing field executive for the job.


Our new update came as a solution for users who want to view the exact job fields on the job card efficiently and get alert while allocating the same job for the different field executives. 




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