Use the Dispatch Scheduling Board

The Scheduling Board is one method of dispatching assignments in WorkCenter. It provides a centralized view of assignment status and resource availability to support efficient scheduling and dispatch operations.

Use the Scheduling Board to:

How to

To open and view the Scheduling Board:

  • On the Work Queue menu in the navigation bar, select Scheduling Board.

The Scheduling Board displays the following assignment lists: Unassigned, Assigned, Dispatched, On Hold, Canceled. Each list displays up to 100 assignments at a time.

To view an assignment list:

  1. Navigate to the Scheduling Board page.

  2. Select the desired tab.

Command buttons are located below each assignment list, and vary depending on the list.

You can filter the assignment list to show the desired assignments. Your filter selections persist between sessions.

  1. On the Scheduling Board page, select the desired tab (Unassigned, Assigned, Dispatched, On Hold, Canceled).

  2. Select Filters to expand the filter view.

    Note: Filters differ depending on the tab selected.

  3. Modify filters as desired.

  4. Select Apply Filters.

You can customize which columns appear in the assignment list to show only the information you need.

  1. In the Filters section of the appropriate tab, select Configure Columns.

  2. Do one of the following in the Configure Columns window:
    • To add a column, select a column title from the Available Columns list and select Add to add it to the Selected Columns list.
    • To remove a column, select a column title from the Selected Columns list and select Remove.

      Note: The Selected Columns list shows the current column order.

  3. Select Up or Down to change the order of the columns shown.

    Tip: The top of the list indicates the leftmost column.

  4. Select Save

To view the Time View tab:

  • On the Scheduling Board, select the Time View tab.

See Time View Tab for more information.

To view the Map View tab:

  • On the Scheduling Board, select the Map View tab.

See Map View Tab for more information.

Reference

The following columns are common to all scheduling board tabs. See below for columns unique to each tab.

Name Description
Claim-Suffix The claim number including its suffix. Select the number to View Assignment Details.
Insured/Claimant / Assign. Type / Street Address / City / State / ZIP / Loc. Name / Loc. Type

General information taken from the assignment. The Street Address is a link to the assignment on the Map View tab.
Name Description
Preference The claimant's preferred schedule date and time.
Urgency

Level of urgency. Urgency levels are set and can be adjusted in the assignment details. You can configure the Scheduling Engine to automatically escalate the urgency level when an assignment has not been dispatched within its set time frame.
Attempts The number of times an assignment has been dispatched.
Created The date the assignment was created.
Name Description
Status The dispatch status of the assignment: Ready, Not Ready. You can assign an assignment that has a Not Ready status as long as it has a valid address. Once it is assigned, its status changes to Ready.
Assigned to

The appraisal resource for the assignment.

Attempts The number of times an assignment has been dispatched.
Scheduled The date and time the appointment is scheduled. Select to view the assignment on the Time View tab.
Name Description
Held By The resource or dispatcher who put the assignment on hold.
Held On

The date and time the assignment was placed on hold.
Reason The reason for placing the assignment on hold.
Name Description
Assigned To If applicable, the resource originally assigned to the assignment.
Canceled

The date and time the assignment was canceled.
Reason The reason the assignment was canceled.
Name Description
Dispatch Select to dispatch the assignments.
Place on Hold Select to place the assignments on hold, for example if additional work is needed. Placing an assignment on hold prevents it from being scheduled by the Scheduling Engine, and it cannot be dispatched.
Cancel Assignment(s) Select to cancel the assignments.
Auto-Assign

Select to use the Scheduling Engine for selected unassigned assignments.

Reassign Select to reassign selected assignments to another resource.
Reopen

Select to reopen the selected canceled assignments.
Export Select to create a report of the information on the active tab.
Refresh Select to update the page to see the latest changes and assignments.
Create Assignment Select to Create A New Assignment.
Run Scheduling Engine Select to use the Scheduling Engine for all unassigned assignments.
Name Description
Claim # The claim number including its suffix.
Assignment Type

Select All, Original, or Supplement.

Urgency Select the level of urgency. Urgency levels are set and can be adjusted in the assignment details.
Address Validation Select All, Valid, or Invalid.
Location Type Select the location type from the list.
Created Date Enter a date range when the assignment was created.
Preference Date Enter the claimant's preferred date range.
Assignment Location Enter the city, state/province, or ZIP/Postal Code.
Find Nearby Select an appraisal source from the list or a location to view nearby assignments.
Assign To Select an appraisal resource from the list.
Assignment Status Select All, Ready, or Not Ready.
Scheduled Date Enter a date range when the assignment was scheduled.
Held Date Enter a date range when the assignment was placed on hold.
Canceled Date Enter a date range when the assignment was canceled.
Cancellation Reason The reason the assignment was canceled.