Filter Calls Button (Dispatch Board)


The Dispatch Board's Filter Calls tab enables you to select which work orders to display on the basis of their status (on site, travel, etc.) and other parameters. Once the range field or fields have been filled in, click the Filter button to see the result or the Powerboard or Classic Board button to display the result and return to the normal view.

Selecting Status Options

To display only those work orders of a specific status, simply click that status on the Filter-By-Status Options list on the left. Alternately, you can select Completed, Uncompleted, Not Cancelled or All statuses.

If you left-click a status to select it, it will be added to the list of statuses displayed in the Work Order Tech Status range.

If you right-click a status to select it, it will replace all statuses in the range.

If you select all statuses, the range will be cleared, and dispatches of almost all statuses will be displayed on the board.

Note: Credit Hold and Archived Work Orders
Credit Hold and Archived Work Orders will NOT be displayed on the Dispatch Board, regardless of the status selected. Use the Work Order’s Filter screen to locate work orders with these Work Order Escalation statuses.

If you select the Uncompleted option, the system will put the following values into the Tech Status Range for you:

hold,on break, onsite, travel, waiting parts, waiting service, waiting quote,quote approved, unacknowledged, waitcustapprvl, waitdispapprvl, scheduled, pending, wait paperwork, parts received, return trip, quote received, checked out, rescheduled, parts ordered, tech declined

If you select the Cancelled option, the system will put will put the following values into the Range for you: 'work declined, cancelled

Click Refresh or select another tab to refresh the Board.

Other Range and Date Options

The ranges in the upper right hand section enables you to filter by technician, work order type, etc.. For example, if you only wanted to view dispatches for a particular Client Site, you would enter its Id in the Client Site Id range.

Date Opened
Client Site Id
Work Code Id
Zone Id
Branch Id
Technician Id

These ranges may be filled in from the keyboard or entered by double-clicking on the range field to select from a list of Id's. Note: if your firm has implemented security with Branches sharing information, the Branch Id on the Dispatch Board will automatically be set to the Branch Filter specified in your user record. To view information on the other branches you are allowed to see, simply delete the Branch Id from the Branch ranger.

Original Caller
Work Order Name

The Type field may be filled in the keyboard with any of the following values: Service, PreventiveMaint, Installation, Estimate, Other, Call Back or Warranty. The Original Caller and Work Order Name are text fields must be entered from the keyboard.

Dispatcher Id
If this range is completed, only those work orders with the corresponding Dispatcher Id will be displayed on the Dispatch Board. This feature is intended to enable dispatchers to track only ‘their’ work orders.

Tip: If technicians are shared between dispatchers, you will not be able to see these other dispatches when filtering on the Dispatcher Id on the Dispatch Board. To view all dispatches for your technicians, blank the Dispatcher Id.

The Priority field may be filled in with a single priority level (1), or range or several priorities (1,2,3).

Account Manager
Sales Rep

In previous releases, the filter for the Account Manager and Sales Rep Id's ranges referenced the Client Site values. In this release, the system references the Id's found in the Work Order header (which default from the Site but may be changed by the user).

Power-User Tips for Setting your Range Values

A string search for specific characters can be implemented by surrounding the text you wish to search for with the % sign.

Example: To select only those work orders called in by Ann (or Anne) McCarthy, you would enter %McCarthy% in the Original Caller field.

Several Id's can be specified by using a comma to separate the individual Id's.

A Range of Id's is defined by the first and last items of the range separated by an underscore.

To query for blank fields, enter a filter line containing only = (the equal sign).

! is the NOT operator. For example, if you did not want work orders for zone 114 to appear, you could enter !114 in the Zone Id range.

Comparison Operators
>  (Greater Than)
<  (Less Than)
>=  (Greater Than or Equal To)
<= (Less Than or Equal To)

For example, <abcde means that the field value must be less than abcde to appear in the list or report.