Dispatch - Services List Overview | Navusoft Knowledge Base

Pathway: Operations > Dispatch

The Services List screen is accessed from the Operations > Dispatch screen and provides a detailed view of the assigned stops for a route. This is the one-stop shop for viewing and managing stops on a route.

Accessing the Services List

From the Dispatch screen, click any hyperlink in one of the Status columns to open a filtered Service List for that specific work status.

Scheduled: All stops scheduled for a route regardless of work status.
Serviced: The stops that the driver has marked complete on a route.
Pending: The stops that have yet to be serviced on the route.
Do Not Service: The stops where the Work Status is 'Do Not Service' and includes a 'Do Not Service Reason.'
Exceptions: The stops where the driver has selected the Exception icon in NavuNav and provided an Exception Reason.

Field Descriptions

The Services List screen is comprised of two sections: the header section and the grid view section. Header fields are common across all grid views and are defined here. Grid view fields will change based on the Grid View selected.

Field	Description
Header
Grid View Selection	Select which columns and data is to be displayed in the Grid View.
Select Print Format	For medical and hazardous waste services, once a location has been serviced and marked as completed, the manifest can be printed from the Services List screen. Select the location, choose the desired print format, and then click Print Completed.
Actions / Tools [buttons]	Described below in the Tools section below.
Grid View Fields	Explore each grid to view the different data displayed based on the grid selection.

Grid Views

Grid Views are the different ways to view data. By default, the Services List screen displays in Dispatch view. Using the Grid View drop down, choose a different view depending on the task and data needed.

Explore each grid view to see the different ways the work order (service) data is presented.

Service and Route Situational Awareness

There are several visuals provided within the Service List screen to help dispatchers manage routes and drivers helping streamline day-to-day operations. This interface is designed for to help dispatchers pivot from high-level monitoring to a granular detail quickly.

Alerts

To help keep routes running efficiently, the Service List screen includes a few visual alerts that bring attention to issues or areas that could impact successful route completion.

VIP Indicator

For sites marked as VIP in the Customer Service screen, a purple star icon is displayed next to the Site ID. This indicator also appears in the NavuNav Driver app and serves as a visual cue only.

Driver Capability Alert

This alert is displayed next to the equipment and highlights the capability that is missing for the driver. The same alert is displayed at the route level on Dispatch but this is more granular, showing exactly which capability is missing.

The alert is informational only and does not prevent the driver from logging into their device or servicing the route. Additional information about Driver Capability can be reviewed here: Worker Availability and Capability.

Access Alert

Access Notes entered for a site are displayed with an asterisk (*) next to the site id. Hover over the asterisk to view the note.

Safety Profile

A safety profile icon will display next to a site that has been marked with a safety concern such as low hanging wires. This displays on the Services List screen for the site it is linked to, on the work order and in NavuNav (currently IOS only), for the driver to see and update.

At-a-Glance Monitoring

At-a-glance route monitoring ensures that dispatchers can check the status of a route by stops at a single glance, rather than digging through details about each stop.

Color Coding

Color coding each row provides dispatchers a quick assessment of a route’s current status.

Green = Completed
Yellow = In-Progress
Orange = Not Serviced
Gray = Cancelled
Blue = Pending Payment or Pending Approval
White = Scheduled

Tools / Actions

There are several tools provided within Services List to help dispatchers manage specific services for a given route quickly from the main screen.

Toolbar Icons

There are 3 quick buttons that also correspond to row level actions.

Print Selected Service Records (using the selected print format in the dropdown) - create work orders in pdf format
Map Selected Service Records - select to open the Route Dispatch Map for one or more selected work orders. This is the same as the row level Display on Map action.
Send Notification to Selected Service Records - select to open the Route Notification tool for one or more work orders. This is the same as the row level Send Route Notification action.

Right-Click Menu Options

Actions for the Services List are also provided at the row level by right clicking on a row (work-order). If multiple rows are selected, then these actions are performed for each work order.

Tip: Managing Multiple Selections

To select a range: Click the first row, hold the Shift key, and click the last row. All rows in between will be selected.
To perform actions: Once multiple rows are selected, right-click within any highlighted row to see your options. A count of your selected records will appear at the top of the menu.

Display on Map

Right-click any row and select Display on Map to visualize the service as it pertains to the site(s) selected.

Send Service Notification

Use this option to mass send email and text notifications (such as route changes or delays) to select locations on a route. Notifications will be delivered based on the contact's 'Service Notification Method' preference.

For more details, see Route and Service Notifications.