Draft work order tasks not displaying correctly on calendar after drag-and-drop — bug or expected ?
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3 weeks ago
Draft work order tasks that are dragged onto the calendar in the FSM Dispatcher Workspace aren’t displaying correctly once they’re dropped. Is there an out-of-the-box rule or restriction governing how draft tasks appear on the calendar, or is this a bug? Any clarification on expected vs. actual behavior would help.
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2 weeks ago
wot goes through draft > awaiting qualification/qualified (or ready for dispatch)
before you can assign to a technician.
Add me on LinkedIn 🙂 https://www.linkedin.com/in/joshuachen0510/
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2 weeks ago
A task that has been dragged and dropped onto the dispatcher Gantt shouldn't still be in a draft state. At the time that you release the task, there should be an assignment confirmation. You are setting an agent or contractor and you are setting an [expected_start] which should bring this work order task into a state of scheduled, (or higher state if you have drip/bulk logic that has functioned after that assignment, such as approval/assignment). On the gannt, the system needs at least: assigned to, territory, expected_travel_start, expected_start, estimated_work_duration to correctly model the object into the gantt view.
I agree with Joshua that your dispatchers generally should not be able to see or interact with jobs that are not at least pending dispatch.
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