Workflow & Dispatch Screen

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3 comments

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    Nathan H

    This doesn't help all of what you have listed, but I use the advanced search on the workflow and dispatch page to search for some or all of what I'm looking for.  It is not lightning fast to do that, but for me it saves a lot of time compared to scrolling down through the submissions looking for one in particular.

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    Adanga Biddle-Roush

    I totally agree with Keith's comments.  It would help us alot, especially those of us that have a lot in the workflow on a regular basis!

     

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    Keith McQuait

    Follow-up/update: Maybe this is elementary stuff, but just maybe the following will help somebody.

    When creating dispatches, whatever is in the 'Description" is what the app user(s) see when they open the apps on their mobile device, You can add lots and lots of information to that. Anything that will help the user understand what they are looking at/for and know which app to open. Date, time, item, location, description are all great things to add to the "Description". Quirky thing of note, especially for phones, If you are looking at dispatches and hold the mobile device in portrait mode, the information is cut-off/truncated. If you rotate the device to landscape, all the text becomes visible.. Something you may have to show/teach to users. 

    (When creating dispatches) The 'Name' field is only seen on the web. The users don't see it at all. So, try to keep the 'Name' as short as possible, with the minimum amount of information possible that will help you identify the line item. Personally, for most things I can just use a Unit designator such as "NTF" and the "Equipment ID".  E.g. "NTF 48PSV-1234"....  That is enough information to help me identify the line item that I need to find, re-assign, delete, or update.

    I suppose if I had to track customers/accounts, I would probably do it by name like "last, first" or "account number". 

    The truncated text thing is still a pain in the face. I hope this changes to at least a hover type pop-up balloon sometime in the future.

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