A task is a commonly requested job instruction that can be assigned to multiple resource types. When you encounter a certain request over and over, it is recommended that you add a new task in Dispatch Hub. For example, you can create a task called 'Cleanup' and assign it to any resource types that commonly perform cleanups, such as janitors or picker trucks.
Why add tasks:
- Faster ordering - for simple jobs the task name is all that is needed to communicate job scope, no extra typing required
- Adds another trackable KPI , for example "how much money did we spend on deliveries last month compared to a year ago?"
- Reduces probability of inaccurate orders - after selecting a resource type, requesters are presented with tasks associated with their selection. If they are attempting to have a part delivered, and that task is not present in the list, they will clue-in that they have selected an inappropriate resource type.
Steps to create and assign a new task:
- Open Dispatch Hub, expand RESOURCES tab, and click on Add Task
- Type in the name of the task and ensure that the "Is Active" checkbox is filled
- Click Add Resource Type Task and fill in the fields
- Help Text can be used to describe the task to the customer
- Job Detail Template can be used to save the requester time or show the requester the content you expect to see in a fully detailed job request.
Important notes about tasks:
- It is recommended to add "Other" as task for each resource type
- It is completely okay if a resource type does not have any assigned tasks, the requester will just be skipped to the new job request form
- One task can be added to multiple unit types
- Tasks can be edited by opening the Task List or Resource Type Task List
- Tasks can be removed from a resource type by unchecking the "Is Active" box on the Resource Type Task List.