Dispatch Management - Dispatch Console
1. Navigate to ServiceMax Setup > App Administration > Configuration Profiles.
2. Click Org Profiles tab.
3. Select the Active profile.
4. Click Settings tab.
5. Expand the module and the submodule to view the relevant settings.
Module: Dispatch Management; Submodule: Dispatch Console
Setting ID
Setting Name
Description
Data Type
Default Value
SET001
Default calendar duration (Number of days)
The number of days for which the events calendar is displayed by default on dispatch console.
Number
7
SET002
Default event duration (Number of minutes)
Default event duration to be used when new events are assigned to technicians
Number
60
SET003
Auto-search when Work Order is selected
Setting indicates if a technician search should be performed automatically when a work order is selected in dispatch console
Picklist
None
SET004
Default Tree view (Team or Territory)
Setting dictates which tree is displayed by default on dispatch console: Territory-based tree or Service Team-based tree
Picklist
Team
SET005
Default radius (in miles or kilometers)
Default radius to be used when finding technicians or service teams. This is applied only for plotting results on the map.The unit depends on the value of the configuration setting DCON001 SET055.
Number
5
SET006
Reference Salesforce Objects to be skipped
Setting defines all the Salesforce Objects that need to be skipped while doing reference lookup for work orders, events, and technicians.
Text
PARTNERNETWORKCONNECTION
SET007
Default Status (All, Assigned, Queued, New)
Default Dispatch Status to be used as a filter on the work order list.
Picklist
All
SET008
Auto-select Work Order
If this is set to TRUE and if there is only one Work Order displayed in the Dispatch Console, then automatically select that Work Order.
Boolean
True
SET009
Set owner on assignment
If this is set to TRUE, then on assigning a Work Order, set the technician as the owner.
Boolean
True
SET010
Auto-Refresh Work Order List upon status change
Setting indicates if work order list should be refreshed when the assignment status of a work order is changed
Boolean
True
SET011
GANTT Drop Event Roundoff Time
When a work order is dropped on the calendar, the start time to be rounded off to the nearest nth minute indicated by this setting.
Number
15
SET012
Allow Color Coding (NOT AVAILABLE FOR USE YET)
Indicates if the user is allowed to create color-coding rules for the work order list
Boolean
True
SET013
Allow Work Order Field Selection (NOT AVAILABLE FOR USE YET)
Indicates if the user is allowed to customize the list of fields displayed in work order list
Boolean
True
SET014
Allow Team Search (NOT AVAILABLE FOR USE YET)
Indicates if the user is allowed to perform a team search in dispatch console
Boolean
True
SET015
Allow Technician Search (NOT AVAILABLE FOR USE YET)
Indicates if the user is allowed to perform a technician search in dispatch console
Boolean
True
SET016
Allow Configuration of Search (NOT AVAILABLE FOR USE YET)
Indicates if the user is allowed to configure how search is performed in dispatch console
Boolean
True
SET017
Allow Technician Field Selection (NOT AVAILABLE FOR USE YET)
Indicates if the user is allowed to customize the list of fields displayed in technician tree view
Boolean
True
SET018
Allow Time Zone Selection (NOT AVAILABLE FOR USE YET)
Indicates if the user is allowed to change the time zone when viewing calendar of events
Boolean
True
SET019
Allow Creation of Views (NOT AVAILABLE FOR USE YET)
Indicates if the user is allowed to create custom views on work order list
Boolean
True
SET020
Allow Multiple Assignment (NOT AVAILABLE FOR USE YET)
Indicates if the user is allowed to perform multiple assignment on a work order
Boolean
True
SET021
Events outside technician business hours
How dispatch console should handle creation of events outside technician business hours
Picklist
Warn
SET022
Retain Dispatch Console Lock on Un-Assignment
When a work order is unassigned in dispatch console, based on this flag, the work order will be released for processing by automated dispatch engine. If set to true, only dispatch console can be used to dispatch the work order
Boolean
False
SET023
Enforce integrity of work order times and event duration
Setting this to true will ensure that the difference between the work order event start date time and end date time is equal to the sum of work order service duration, driving duration, and idle time.
Boolean
True
SET024
Remove past events on work order unassignment
Setting this to true will remove the past events also when the user chooses to change the work order assignment.
Boolean
False
SET025
Allow double booking of technician on creation of new Event
This setting determines if Dispatch Console allows (without warning) or disallows double booking of technician while creating a new event.
Picklist
Allow
SET026
Check for double booking on creating / updating Work Order events only
If TRUE, checking for double booking of technicians will happen only on creating / updating Work Order events. If FALSE, double booking will be checked on creating / updating any type of event.
Boolean
False
SET027
Allow double booking of technician on updating an existing Event
This setting determines if Dispatch Console allows (without warning) or disallows double booking of technician while updating an existing event.
Picklist
Allow
SET028
Consider only existing Work Order events for checking double booking
If TRUE, checking for double booking will happen considering the existing Work Order events only. If FALSE, double booking will be checked considering all types of existing events.
Boolean
False
SET029
Work Order batch size
Setting used to fetch work orders in multiple batches when loading a Work Order Queue / View. Batch size is determined by this setting value. One API call is made per batch. Useful when data volumes are high.
Number
100
SET030
Position of Null value rows when sorted in Ascending Order (NOT AVAILABLE YET)
Internal setting that determines how null values will be treated when sorting in ascending order
Text
FIRST
SET031
Position of Null value rows when sorted in Descending Order (NOT AVAILABLE YET)
Internal setting that determines how null values will be treated when sorting in descending order
Text
LAST
SET032
Refresh calendar when refreshing work order list explicitly
This setting controls whether technician calendar should be refreshed when Work Order list is refreshed explicitly (manual refresh or auto-refresh at defined intervals)
Boolean
False
SET033
Number of technicians per batch when retrieving calendar events
Setting used to optimize the loading of calendar events. Events are retrieved in batches based on the values of this setting & SET034. A batch consists of events for \"x\" technicians (SET033) for \"y\" days (SET034). One API call is made per batch.
Number
20
SET034
Number of days per batch when retrieving calendar events
Setting used to optimize the loading of calendar events. Events are retrieved in batches based on the values of this setting & SET033. A batch consists of events for \"x\" technicians (SET033) for \"y\" days (SET034). One API call is made per batch.
Number
7
SET035
Maximum Cache Size (Kilobytes)
Internal setting to control the maximum cache space to be used by dispatch console
Number
10000
SET036
Assign work order to Service Team or Technician on drag and drop to tree
If set to Allow, work order is assigned to Service Team or Technician on drag and drop to the Service Team tree. If set to Disallow, work order assignment is blocked. If set to Warn, work order assignment is allowed after getting confirmation from user.
Picklist
Warn
SET037
Is Work Order Event Subject editable
This setting determines if the Subject field in the Event dialog box is editable for Work Order events.
Boolean
True
SET038
Update Field1
API name of the updateable Work order / Event fields to be displayed in the Dispatch Console Event Screen
Text
SET039
Update Field2
API name of the updateable Work order / Event fields to be displayed in the Dispatch Console Event Screen
Text
SET040
Update Field3
API name of the updateable Work order / Event fields to be displayed in the Dispatch Console Event Screen
Text
SET041
Update Field4
API name of the updateable Work order / Event fields to be displayed in the Dispatch Console Event Screen
Text
SET042
Update Field5
API name of the updateable Work order / Event fields to be displayed in the Dispatch Console Event Screen
Text
SET043
Update Field6
API name of the updateable Work order / Event fields to be displayed in the Dispatch Console Event Screen
Text
SET044
Update Field7
API name of the updateable Work order / Event fields to be displayed in the Dispatch Console Event Screen
Text
SET045
Update Field8
API name of the updateable Work order / Event fields to be displayed in the Dispatch Console Event Screen
Text
SET046
Update Field9
API name of the updateable Work order / Event fields to be displayed in the Dispatch Console Event Screen
Text
SET047
Update Field10
API name of the updateable Work order / Event fields to be displayed in the Dispatch Console Event Screen
Text
SET048
Image URL for the Work Order
URL to the image displayed as icon for Work Order in Dispatch Console Map.
Text
http://files.servicemax.com/images/womap-pin.png
SET049
Image URL for the Team
URL to the image displayed as icon for Service Team in Dispatch Console Map.
Text
http://maps.google.com/mapfiles/kml/pal4/icon53.png
SET050
Image URL for the Technician’s home location (NOT IN USE)
URL to the image displayed as icon for Technician’s home location in Dispatch Console Map
Text
http://files.servicemax.com/images/MapTechnicianHome.svg
SET051
Auto-Refresh Work Order List on saving of Work Order Event
Setting indicates if work order list should be refreshed when a Work Order Event is created or updated
Boolean
False
SET052
Default event start time for Multi Assign of Work Order
Default event start time to be used when Work Order is assigned to multiple technicians. Specify the time in HH:mm format (00:00 to 23:59)
Text
08:00
SET053
Allow deploying of settings to other Super Dispatchers
Setting this to True will allow a Super Dispatcher to deploy UI Settings to other Super Dispatchers.
Boolean
TRUE
SET054
Unit of measure for Service Duration and Travel Time
This determines the Unit of measure for Service Duration and Travel Time when viewing, creating, editing, or hovering over events. If the value is Hours, time is displayed in Hours and Minutes. If it is Minutes, time is displayed in Minutes.
Picklist
Minutes
SET055
Unit of measure to plot Map
This determines the Unit of measure to plot Map in Dispatch Console.
Picklist
Miles
SET056
Auto-Refresh Work Order List on deleting of Work Order Event
Setting indicates if work order list should be refreshed when a Work Order Event is deleted
Boolean
True
SET057
Apply Event Subject Rule for Multi Assign?
If this setting value is True, applicable Event Subject Rule will be applied to get the event subject for the work order events created during Multi Assign operation. If it is False, event subject will be Work Order Number for these events.
Boolean
False
SET058
Auto-Refresh calendar when Work Order list is implicitly refreshed
This setting controls whether technician calendar should be refreshed automatically when Work Order list is implicitly refreshed (on switching Work Order View / Queue or changing Status)
Boolean
False
SET059
Default number of records to be populated on map
This setting is used to default the number of records to plot on map
Picklist
25
SET060
Image URL for the Account
URL to the image displayed as icon for Account in Dispatch Console Map.
Text
http://maps.google.com/mapfiles/kml/pal2/icon6.png
SET061
Image URL for the Location
URL to the image displayed as icon for Location in Dispatch Console Map.
Text
http://maps.google.com/mapfiles/kml/pal3/icon21.png
SET062
Show non-Work Order events
Setting this to true displays the events related to records of objects other than Work Order in the Dispatch Console. These events will be shown without the related record information and with a configurable color.
Boolean
True
SET063
Load English font from ServiceMax package
Set it to true to load English font from ServiceMax package for better look and feel. Set it to false to load the default English font from the client system and to support display of mixed content (e.g. Korean or Chinese with English) for English users.
Boolean
True
SET064
Event attribute to show in Multi-Assign dialog box
What is the event attribute to be shown with Start date time in Multi-Assign dialog box: Duration or End date time?
Picklist
End Date Time
SET065
Category of users allowed to Reset User Settings
This setting displays the Reset button in the Settings area for the specified category of users. Select 'All' to display the button for all users, 'Super Dispatcher' for Super Dispatchers only, and 'None' for none of the users.
Picklist
All
SET066
Enable filtering by technicians assigned/scheduled to the listed work orders
If set to True, filter technicians buttons will be visible in Dispatch Console. They allow filtering of technicians listed in the tree, to show only the technicians who have been assigned to or show only the events associated with the list of work orders displayed in the grid.
Boolean
True
SET067
Enable Advanced Technician Search (MCTM) in Dispatch Console
If set to True, Advanced Technician Search buttons will be visible in Dispatch Console. They allow filtering of technicians listed in the tree, to show only the technicians matching the multiple criteria defined in Advanced Search Control Panel, for the work order selected in grid.
Boolean
True
SET068
Image URL for the Technician’s current location (NOT IN USE)
URL to the image displayed as icon for Technician's current location in Dispatch Console Map.
Text
http://files.servicemax.com/images/MapTechnicianCurrent.svg
SET070
Default number of events fetched when viewing events for selected work orders
This setting is used to default the total number of events to be retrieved and shown in Dispatch Console for the selected work orders when the ‘Show only events associated with the work orders above’ filter is turned on. Set this to a lower value if Dispatch Console is unable to load all the events fetched.
Number
1000
SET071
Enable Map in Dispatch Console and Geocoding in OptiMax
Setting this to True enables the Map feature in Dispatch Console, and the geocoding of work order and technician addresses in OptiMax. When enabled, geocoding and Map feature use Google Maps API calls.
Boolean
True
SET072
Enable highlighting of technician's working hours in Calendar
On setting this to True, technician's working hours and company holidays will be highlighted in the Dispatch Console Calendar (Gantt), using the colors configured for the relevant user settings. When set to False, Calendar will display Saturdays and Sundays as the default holidays.
Boolean
False
SET073
Work order grid page size
This holds the number of work orders displayed in work order grid in Dispatch Console HTML.
Picklist
200
SET074
Technician Batch Size for event retrieval
Setting used to optimize the loading of calendar events. Total events to be retrieved is computed based on the values of this setting & SET001. A batch consists of events Id for "x" technicians (SET074) for "y" days (SET001) or 1 year, whichever is lower. One API call is made per batch.
Picklist
500
SET075
Event Details retrieval Batch size
Setting used to optimize the loading of calendar events. Events are retrieved in batches based on the values of this setting. A batch consists of events for "x" event Ids. One API call is made per batch.
Picklist
1500
SET076
Default week start day in DC HTML calendar
This setting controls the default display of week start day in DC HTML calendar.
Picklist
Monday
SET077
Weighted value for matching technician’s skill expertise to a work order
This relative weighted value is used to compute the matching score of a technician on skill expertise to a work order. A value of <= 0, disables skill matching and hides the ‘Skills’ tab in the Advanced Technician Search screen in Dispatch Console. The weight value is relative to other matching attributes of ATS, defined in SET078, SET079 and SET080, which reflects the total ATS match score.
Number
10
SET078
Weighted value for matching technician’s product expertise to a work order
This relative weighted value is used to compute the matching score of a technician on product expertise to a work order. A value of <= 0, disables product matching and hides the ‘Product Expertise’ tab in the Advanced Technician Search screen in Dispatch Console. The weight value is relative to other matching attributes of ATS, defined in SET077, SET079 and SET080, which reflects the total ATS match score.
Number
10
SET079
Weighted value for matching technician’s eligibility to a work order
This relative weighted value is used to compute the matching score of a technician on eligibility to a work order. A value of <= 0, disables eligibility matching and hides the ‘Eligibility’ tab in the Advanced Technician Search screen in Dispatch Console. The weight value is relative to other matching attributes of ATS, defined in SET077, SET078 and SET080, which reflects the total ATS match score.
Number
10
SET080
Weighted value for matching preferred or required technician to a work order
This relative weighted value is used to compute the matching score of a technician on being preferred or required to a work order. A value of <= 0, disables preferred technician matching and hides the ‘Technician Constraints’ tab in the Advanced Technician Search screen in Dispatch Console. The weight value is relative to other matching attributes of ATS, defined in SET077, SET078 and SET079, which reflects the total ATS match score.
Number
10
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