Sunday, October 27, 2024

Service management dispatch board issues

 I have been trying to resolve Dispatch board for a while and I managed to do it by doing all of the below:

- Create dispatch team and assign workers to dispatch team on the Employee page

- Create each worker as a Resource in the Production module, define the Type = Human resources and specify the calendar. 

- Resource calendar should match calendar in service management parameters

- Activities set to be created when stage changes from planning to in progress in the Service management parameters. Activity type is appointment

- Executed Synchronize resource capacity roll-ups batch job.

- Investigated if there are any issues for Resource Availability page in the Project management and accounting

- Investigated if Activity is created for service order.

- Assigned calendar on the Employee record.