Review and Assign Work Orders (Dispatch)

When tickets are created from the CSM Portal or through inbound email, a team typically reviews the work order, updates it with additional information, determines if approvals are required, reviews cost center information, and more.

After an initial review, work orders are assigned to a Facilities Management team and can be located in the Work Orders grid.

To review and assign a work order (dispatch):

  1. Log in to the CSM Browser Client.
  2. Select an unassigned work order.
  3. Assign a new Owned By team, such as Facilities Building, Facilites Grounds, etc. Provide the cost center, if needed, and specify the priority.
  4. Save the work order.
    The work order is now in Assigned state and appears in the Dashboard of the supervisor of the assigned team.