Dashboard > Dispatch > People Tab
Permissions
Always remember to ensure the correct people have the appropriate permissions to access your company and project data. This can be done per individual or by applying Permission Templates.
In order to access the People Tab in Dispatch, users will need Edit permissions for Scheduler
In order to access Dispatch Settings, users will need Manage permissions for Scheduler
Getting Started
In the People tab, you'll notice an organized display of user titles. However, the individual users are initially hidden to avoid clutter. To reveal the list of users, simply click on the respective title. To maintain a neat view, you can collapse the section whenever needed.
Adding Appointments
In the People tab, you can schedule an appointment for each user. To create one, click on the tile of the corresponding date (column) and user (row).
A modal will pop up where you can input the Date Range (for multi-day appointments), Start Time, and End Time.
Additional Steps:
Description: Include any descriptions needed for the appointment
Attach Projects: Choose the relevant project for the appointment. If you have numerous projects, you can "Filter by managers" or "Search by name or address".
Attach Tools: Include tools in the appointment. A handy “Search by tool name” is available if you have an extensive list of tools. Please note that attaching a tool to the appointment does not automatically assign the tool to the project.
Finally, don't forget to click the "Save" button to ensure your appointment is recorded.
Modifying Appointments
If you need to make changes to an appointment, start by verifying the date and name.
Click on the appointment tile that matches the user's row and date column, and a modal will appear. Make the necessary modifications, and once satisfied, hit "Save" to update the appointment.
Managing Appointments
Managing appointments involves a similar process. Confirm the date and name, click on the appointment tile, and the modal will appear once again. For added functionality:
1. Adding People to Appointments
If you need to include team members in the appointment, follow these simple steps. In the "Add Appointment" modal, you have two options:
Click the "+" button in line with the "People Assigned" section.
OR
Alternatively, look for the "+" icon in the top right corner of the modal, then select "Assign People."
2. Including Task Lists
To attach task lists to your appointment, you can add them in two ways:
Click the "+" button aligned with the "Task Lists Attached" section.
OR
Alternatively, use the "+" icon and select "Attach Task Lists."
3. Adding Tools to Appointments
Need specific tools for your appointment? Employ either of the following:
Click the "+" button in line with the "Tools Attached" section.
OR
Use the "+" icon and select "Attach Tools."
4. Managing Appointment Status
Locate the 3-dot icon located in the right upper corner of the modal to access options such as Confirm, Publish, Complete, Pending, or Reject. Modify the status to suit the progress of your appointment. Each time an appointment changes status, an email alert and notification can be set up in the Dispatch Settings.
5. Deleting Appointments
To delete an appointment, find the "Delete" button in the modal and confirm your choice.
Useful Tips for "Dispatch - People" Tab
Filtering: At the bottom of the page, utilize filters like "Filter by user titles," "Filter by user name," or "Filter by status" for quick information retrieval.
Universal Visibility: Appointments created will appear across all tabs (People, Tools, Projects, Schedule, Appointments), except the "Availability" tab.
Title Management: In the People tab, users will be grouped by their titles (Note: By default, all titles will show in people tab). If you have a lot of titles, consider customizing these groups in the "Dispatch Settings > General" tab.
