Creating Work Order Event
You can create a Work Order event by dragging a work order from the grid and dropping it on the Scheduler. By default, this allows you to create a single event for a single technician.
The figure below shows the New Work Order Event creation window, with Work Order fields configured in Dispatch Console Field Updates displayed in the Expanded Event Edit window. All the date times are displayed as per the logged-in user’s locale in Salesforce.
The New Work Order Event window displays the Service Team View and the Territory View listing all the Service Teams and Territories accessible to you and the active technicians associated with them.
The following table describes the fields and controls in the New Work Order Event window.
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Field
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Description
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Default values
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Assigned To
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Shows the technician for whom the system creates the event. The system determines the value based on where you drop the work order on the Scheduler.
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Defaults to the technician against whom you drop the work order. You cannot edit this field directly, but you can change it by selecting another technician from the tree.
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Update Primary Technician
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Updates the originally assigned technician to the currently selected technician when the work order already has events for another technician.
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Disabled for new events. The system enables and displays this option only when the work order has one or more existing events. The system selects it by default if you selected both Remember My Preference and Update Primary Technician during the previous event creation.
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Delete Events for Other Technicians
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Deletes events that the system created for other technicians when you update the primary technician.
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Disabled for new events. The system enables this option only when you select Update Primary Technician. The system does not select it by default.
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Remember My Preference
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Saves your selection for updating and reassigning the work order across sessions.
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The system selects this option by default if you selected it during the previous Work Order event creation. The system displays it only when the work order has existing events and persists the value across sessions.
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Subject
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Defines the text that appears on the event in the Scheduler.
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Defaults to the value from the applicable Event Subject Rule. If no rule applies, the system uses the Work Order Number. Whether you can edit this field depends on group configuration setting SET037.
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Location Notes
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Captures details about the work order location.
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No default value. This field is optional.
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Description
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Captures additional details for the event.
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No default value. This field is optional.
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Start Date
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Shows the date and time when the event starts.
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The system auto-populates this value based on where you drop the work order on the Scheduler. The system rounds the time based on group configuration setting SET011.
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Service Duration
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Represents the total duration of the event, including service time, drive time, overhead time, and break time.
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The system determines the unit of duration based on group configuration setting SET054.
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Service Time
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Shows the time required to complete the service.
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The system auto-populates this value from the Work Order field Service Duration (in Seconds).
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Drive Time Before (Minutes)
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Shows the travel time required to reach the service location.
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Defaults to the value of the Work Order field Driving Time (in Minutes). You can edit this value during event creation.
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Drive Time After (Minutes)
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Shows the travel time required after the service completes.
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Defaults to 0. You can edit this value during event creation.
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Overhead Time
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Shows the time required for setup and other overhead activities.
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Defaults to 0. The system displays this field only when group configuration setting SET003 is enabled.
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Break Time
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Shows the break duration for the assigned technician.
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Defaults to 0. The system displays this field only when group configuration setting SET004 is enabled. This field is read-only.
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All-day Event
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Creates an event that spans the entire day.
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Unchecked on first launch. On subsequent launches, the system uses the last saved selection and persists it across sessions. When selected, the system hides duration fields and time controls.
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End Date
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Shows the date and time when the event ends.
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The system calculates this value automatically. If service or drive time is one minute or more, the system uses Arrive time plus drive and service time.
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Field Updates
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Shows additional Work Order and Event fields that administrators configure in Dispatch Console Field Updates.
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Work Order fields use their current values. Event fields use their current values.
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Related Topics
The following sub-sections provide details of the event window features:
• Defaults