Dispatch (Tech) Portal

In the new Dispatch portal, you will now see dispatches listed in a card view. 

When viewing in the expanded card view you will notice a Details tab which provides all the background information for the dispatch.  Here you are able to update common dispatch properties such as Area, Line, Machine, Tooling, Dispatch Type, Status, Trade, Reason, and Product or enter a description.  You can also edit the due date and see if there have been notifications sent. 

If you see the Details tab Red= this means something is required to close the Dispatch.

When viewing in the expanded card view you will notice a ? icon next to details.

If the ? icon has a RED !, this means there are dispatch questions related to the dispatch that need to be answered.  By clicking on the icon, the dispatch questions will show directly below. 

 

 

The Documents tab includes all documents associated with the Dispatch: attachments as well as Document links and Checklists. You immediately know if the Checklist is complete.

When viewing in the expanded card view you will notice a tab. When you select this it will show all documents related to a dispatch visible all on one screen! You will also have the option to add a document to the dispatch here as well. 

If the document tab has a RED !, this means there are documents or checklists that need to be completed. 

 

You will also notice there is a section that shows the status of the checklists as well, which helps track open/closed checklists. 

When viewing in the expanded card view you will notice a Person Icon.  By clicking on this, you can easily see who is assigned, has been dispatched, or is currently dispatched, as well as who submitted the request.

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.

The Dispatch Portal has the ability to suggest fixes for your technicians. It does so by identifying possible fixes based on the Machine and Dispatch Type along with recent historical data. It will present the 3 most likely combinations. Simply click on add Action & Component to choose a fix.

 

Alternatively, you can click +Action to add, edit, or remove multiple actions and components.

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.

 

When viewing in the expanded card view you will notice a tab. When you select this it will show all Tooling related to a dispatch visible all on one screen! You will also have the option to add/edit tooling to the dispatch here as well. 

If you see a little checkmark next to the tooling symbol, this lets you know there is tooling assigned to that dispatch.

When viewing in the expanded card view you will notice a tab. When you select this it will show all Notes related to a dispatch visible all on one screen! You will also have the option to add notes to the dispatch here as well. 

If you see a little checkmark next to the tooling symbol, this lets you know there is tooling assigned to that dispatch. Once notes are entered they are shown below with a Time Stamp and Name. 

Requesting spares is easier than ever! No more going to a new page. The Request Spare Part opens a box. All the functionality is right there, at your fingertips, with the Dispatch still in view behind. 

 

When you click on the + Spares tab a Request Spare Part screen will pop up. 

You can choose to search or scan a barcode.

Note: If using the Scan or Type bar you can only search by the following criteria:

1. Part Number
2. Short Part Number
3. Vendor Part Number
4. Manufacturer Part Number
5. Description
6. Location
7. Warehouse

When you select a part under Bill of Materials you will see the option for Location, Category, and Quantity. 

 

Suggested Parts

A technician will frequently perform some research before fixing a machine. He will look at recent Dispatches and recent Spare requests. He will also look back to the last time a machine had a similar issue to identify what was done to fix the issue. These research activities take time, which we can decrease by suggesting spare parts.

Enter Suggested Parts on L2L's Dispatch Portal!

Now, a technician can skip the step of searching for the part they need and click on 'request part' using the hyperlink under the name of the spare.

When viewing in the expanded card view you will see the Completed and Close buttons at the bottom of the screen. 

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

Have you closed out your dispatch but there was something missed? That's okay, you can choose to click the Closed or Completed options on the closed dispatch. 

By clicking the Close button on a closed dispatch will allow you to Re-open a dispatch to edit or finish the dispatch. 

If you choose to click the Complete on a Closed dispatch you have the option to Reopen and Resume the dispatch.  (This will restart the time clock)

Have you started using the new Dispatch Portal and are enjoying the ability to customize the screen to what you need to see? Well, did you know you can now choose a setting that will allow you to set the Dispatch Portal to be your Default Dispatch View?  

If your plant would like to have all users be able to see and use the Dispatch Portal as their default view, there is now a site setting that L2L can set for you. 

If your site is not ready to have the Dispatch Portal as their default view, there is still a way to customize your own view by going to your User Settings. You can rectify this by clicking on your username > user settings and changing the Dispatch View to Classic.

Click here will give you tips and tricks on making the dispatch portal your default view.