Manage Groups (Dispatch Centers and Teams)

Dispatch Centers and Teams are organizational groups for managing work assignments. In WorkCenter, create and manage:

  • Dispatch Centers: Defined work hubs with specific characteristics (e.g. territory, assignment duration, expertise, and hours of operation).

  • Dispatch Teams: Teams of resources associated with a center to help manage the work of large Dispatch Centers.

Dispatch Centers and Teams allow you to group assignments and resources into queues so you can separate and track work more easily.

How to

  1. On the Manage menu in the navigation bar, select Groups.

  2. Select Dispatch Center from the list.

  3. Select Create New Group.

  4. Complete the required information in the Group Details section.

  5. Enter any additional information as desired in the Hours of Operation, Group Type Information, and Assignment Configuration tabs.

  6. Select Save to save your information and continue working, or select Save & Close to save and finish.

  1. On the New Group page, select the Hours of Operation tab.

  2. Select the check boxes next to the days of the week that the center is open.
  3. In the From field for each day, enter the time the center opens. In the To field, enter the time the center closes.
  4. Optionally, in the Lunch Break section, enter a lunch break duration and window.
  5. Select Save.

  1. On the Manage menu in the navigation bar, select Groups.

  2. Select Dispatch Team from the list.

  3. Select Create New Group.

  4. Complete the required information in the Group Details section.

  5. Optionally, add resources to the dispatch team.

  6. Select Save to save your information and continue working, or select Save & Close to save and finish.

Once you have selected the Dispatch Center associated with the Dispatch Team in the Group Details section, you can add resources from the Center to the Dispatch Team.

  1. Select a Dispatch Center from the list in the Group Details section.
  2. On the new Group page, select the Relationships tab.

  3. Select Add Resource(s).
  4. In the Resource Lookup window, enter the desired search criteria to find resources and select Search.

    Note: The search is limited to the resource types associated with the selected dispatch center.

  5. In the Search Results list, select the check box(es) next to the desired resource(s).
  6. Click Select.
  7. Select Save.

  1. On the new Group page, select the Relationships tab.

  2. Select the check box(es) next to the desired resource(s).

  3. Select Remove from Team.

  4. Select Save.

Reference

Name Definition
Workgroup ID The ID number for the group.
Group Type Dispatch Center or Dispatch Team.
Center / Team Name Enter a name for the group.
Status

Dispatch Center only. Select Active or Inactive. The associated resources and their shifts become available for other uses but remain associated with the inactive site.

Dispatch Center Dispatch Team only. Select an associated Dispatch Center for the team.
Time Zone The time zone where the group is located.
Manager: Choose Resource

Assign a manager to the site.

Do one of the following:

  • Select Choose Resource to locate and select a manager from the Resource Lookup.

  • Enter the contact information manually in the appropriate fields.
Address Enter the site address.
Validate Select Validate to validate that the address entered is correct.

Name Definition
Territory

Choose one of the following:

  • Select Defined by ZIP/Postal Code to enter a ZIP or postal code(s) to define the territory.

  • Select Defined by Radius to enter the number of miles from the address to define the territory. The address is the center point of the radius.
Capacity The number of daily assignments the center can handle.
Expertise Select any areas of expertise from the list, e.g. languages, certifications, loss types, etc.