DSM Instructional – Get to know the Dispatching Screen

 

These instructions cover the main dispatching screen in DSM and its features.

The dispatching screen (or schedule) can be accessed in two ways.  You can use main screen button called “JOB SCHEDULE”  or from the ACTION menu on the main menu at the top.  It is the first item.  You will see this screen:

Note: We’ve shown an actual shot from a client to give you an idea of how powerful DSM can be.  As seen here, with just a glance you can tell what’s going on with your business.

 

 

Seen below, a simpler example which we’ll explore.

First, across the top:

The date is used to switch from day to day.  You can also use the Previous & next buttons at the bottom of the screen to navigate to different dates.  The Jump to Option below also allows you to go to a particular job number if you need to.

 

Work Group displays all work groups by default but you can narrow down your list by picking certain ones.

Company displays only jobs relevant to the company you are in.  Only valid in multi company configurations.

Scheduling group can display only jobs that fall into certain scheduling groups.  Helpful for narrowing down your display as well.

The Check Boxes in the upper right also help you narrow down your view. 

Show quote, if checked, only shows QUOTES on the display and does not show normal jobs.

Show Cancel, if checked, only shows CANCELLED jobs on the display.

Don’t Show Sales,  If checked, will hide jobs with a worktype of SALES.

Don’t show off work, if checked, will hide the jobs that show on the schedule which reflect employees being off.  Off work entries show as BLACK JOBS on the schedule for your convenience.

Don’t show completed jobs, if checked, will hide any job with a status of CLOSED or COMPLETE.

 

JOB SCHEDULE (F2)

On the job schedule tab, there are many items typical to dispatching.  Every column can be resized and sorted by clicking on them / dragging them around.  Double clicking any job will open the job for editing.

If you need more items to show on the schedule that aren’t shown by default, click the options button.  You will see the following screen:

Clicking Options will show the Options for your schedule.  You can drag the display columns here as well.  Also, you can add other columns by clicking the add button.  Once you’ve added other columns that suit your needs, click SAVE AS MY DEFAULTS and it will follow you wherever you log into DSM, on any computer.

 

WORKER SCHEDULE (F3)

The Worker Schedule tab shows an “at a glance” view of your workers and their jobs for the day.  Double clicking any item here will bring up the job itself.  You may also drag jobs from one worker to another here as well as adjust their start & end times by dragging the beginning or end of the job. 

Right clicking any item on the schedule, on any tab also support a right click option for ease of use.

 

WORKER JOB LIST (F4)

The worker Job list is an easy way of quickly identifying what your workers are doing.  Simply highlight any worker and you can see what they’re scheduled for on the date selected.  Double-clicking any job for a highlighted worker will open the order shown.

 

EQUIPMENT SCHEDULE (F5)

The Equipment Schedule, like the other screens is your at-a-glance tool for what equipment is where.  Double clicking any scheduled equipment will open the order on this screen.  There is also a reservation report at the bottom of the screen.

 

OFF WORK (F6)

Off work shows a calendar of workers and their days off.  When you create an off work entry, a shadow job is created on the schedule showing you that a worker is off.

 

DAILY NOTES (F7)

Daily notes is a helpful tab because you can simply give general notes on people or general happenings.  Helpful for giving atta-boys, complaints, noting day to day things, etc. 

 

SHOP / MAINT (F8)

The shop/maint tab is the schedule for your shop employees.  It displays internal service jobs for trucks, equipment & maintenance items.

 

 

End of document.