Review and Assign Work Orders (Dispatch)

When users create tickets from the Customer 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, supervisors assign work orders to a Facilities Management team. The Work Orders appear in the Work Orders grid.

To review and assign a work order (dispatch):

  1. In the CSM Browser Client, select an unassigned work order.
  2. Assign a new team and owner, provide the cost center (if needed), and select the priority.
  3. Save the work order.
    The work order is now in Assigned state and appears in the supervisor's dashboard.