Technician Portal Phase 2 Release

What's next?

The second release of our new Technician Portal will include some of the necessary functionality from our Classic Dispatch Screen so that many Technicians can switch over to the Technician Portal. You'll find the following new tabs: Actions and Components, Resources, and Related. We have also added Complete and Close buttons. 

Filter

All the filters from the Classic Dispatch screen have been added to the Technician Portal. Filters can be saved just like before.

Resources Tab

Easily see who is assigned, has been dispatched or is currently dispatched, as well as who submitted the request.

This tab will also have +Dispatched and +Assigned buttons to add resources and a Resource Time link.

Actions & Components Tab

This release will add the existing functionality of actions & components to the Tech Portal. This allows you to add, edit, or remove multiple actions and components.

Complete & Close Buttons

Finally, the ability to complete and close from the Tech Portal view; no more going back and forth between Classic and Modern.

Power Tip: You can click the Close button to both Complete and Close a Dispatch.

Related Tab

This tab will allow you to see if the Dispatch launched from a Work Order, Schedule, etc. as well as any follow-up dispatches that were created from it. You can also launch follow-up Dispatches, Work orders, Schedules, Yokoten, and Kaizen from this screen.

Read about Phase 1 here.