How to Dispatch Individual Jobs

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Dispatch allows you to pre-populate GoCanvas forms and then assign them to any users in your account.

Dispatch Individual Jobs

Dispatch is a great way to assign jobs to your mobile workers so they know where to go, who to talk to when they get there, and what needs to be done. Once dispatch is enabled for the form, any admin, dispatcher, or designer will be able to dispatch to mobile users who are assigned to the form.

  1. Navigate to Work Hub.
  2. Expand the Create Dispatch drop down and select Create New.Dispatch_Create Dispatch drop down_Create New.png
  3. Fill out the following fields before continuing:Dispatch_Create New_Immediate Dispatch.png 
    • Which form would you like to use?
      • Only forms with dispatch activated will appear on this list. 
    • Dispatch Name
      • This will be displayed on the Dispatch Calendar, the In Progress tab, and in the calendar invitation sent to the person assigned to the dispatch.
    • Description
      • Additional information about the dispatch that will show up on the user's mobile device.
    • Assign to
      • This is the user that you are assigning this dispatch to.
  4. Immediate dispatches will be sent right away, but will not be listed on the calendar. Dispatches that are Scheduled for later may not be immediately available to complete but will show on the calendar.
  5. Toggle off Send notification if you don't want to send a notification to the mobile user.
  6. Select Next in the lower right corner of the page to continue.
  7. On the next page, the dispatcher can pre-fill fields in the form so that when the user opens it up on their mobile device, information will already be there. The dispatcher must populate at least one field, but can fill in as many as needed. Dispatch_Create Dispatch_Form.png
  8. Select Create Dispatch at the bottom right when finished.
  9. Automatically, the Create Dispatch screen will reload so the dispatcher can make another dispatch if needed. If not, simply select Cancel in the lower left corner of the page to return to Work Hub.

The In Progress tab will show the new dispatch.

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Comments

4 comments

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  • Is there a way to change the dispatch interface back to how it originally was? The new update slows down my workflow and I much preferred it when my information was all on the same page. 

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  • Hi Yarisley,

    As of the 28th of July 2022, the old interface has been sunsetted and Work Hub is the only location where dispatches and workflows can be managed. We hope to continue improving Work Hub and Dispatch with feedback from customers so please feel free to send that valuable feedback to beta@gocanvas.com and we thank you in advance for adjusting to this new experience.

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  • On this. If I assign dispatch to multiple users or a group would it be duplicated for each of those users? 

    I just want to assign the dispatch and anyone should be able to submit within that group. But once that form is submitted it should disappear from the tasks of the users in that group.

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  • Hi Nathan Leathers

    Thanks for your question! Dispatches can only be assigned to one user at a time. They can be unassigned and reassigned by the admin from Work Hub or Assignments can be turned on so that the user is able to unassign or reassign a dispatch or submission from themselves. Dispatches work like a single piece of paper being handed to one person. Assignments is the best way to leave a submission open to a group of people. Once a dispatch is sent out, it can be unassigned from that user and placed in an open queue so that it can be claimed by anyone who has access to the form on mobile. Once it's claimed, it's removed from that open queue. 

    To read more about Assignments, please check out these articles:

    Unassign and Claim a Submission

    Reassign a Submission

    Assignment Settings

    Please let us know if you have any other questions!

    (Edited )
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