Pathway: Operations > Dispatch
Use the Dispatch Route Notification and Service Notification tools to send notifications about routes and services to contacts associated with specific locations on a single route or multiple routes simultaneously. This feature uses Notification Templates created in Setup > System > Notification Template.
Permissions
The following permissions are required to send a service notification:
Permission ID | Permission Name |
88 | Dispatch |
Route Notifications - Dispatch Screen
Use this notification option to mass send email and text notifications (route changes, route delays, etc.) to all locations on a route. Notifications will be delivered based on the contact's 'Service Notification Method' preference.
Send a Route Notification:
- Select the routes you would like included in the notification. If this applies to all routes, select the 'Select All' box that displays in the header row.
- Select the Email Notification icon and the Route Notification pop-up window will display.
- Select the Notification Template you would like to use from the drop down.
- Review the Subject and Body of the message. Fields will auto-populate with the selected template and can be edited before the notification is sent.
- Click 'Send Notification' when the message is ready to be sent.
Service Notifications - Service List Screen
Use this notification option to send notifications to only select locations on a route. Notifications will be delivered based on the contact's 'Service Notification Method' preference.
Send a Service Notification:
- From the Dispatch screen, select the value from under the route's Scheduled or Pending columns. This will open the Services List screen.
- Scheduled column: when the Services List screen opens, all sites scheduled on the route (regardless of status) are displayed.
- Pending column: when the Services List screen opens, all sites that have not been serviced on the route are displayed.
- Individually, or using the bulk select option, select the sites from the Services List you would like to include in the notification.
- Click the Email Notification icon and the Service Notification popup window will display.
- Select a template from the Notification Template drop down. This will populate the Subject and Body fields with what was previously created in the template.
- Review the Subject and Body of the message. Fields will auto-populate with the selected template and can be edited before the notification is sent.
- Click 'Send Notification' when finished.