Create Pool of Unnassigned Dispatches

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7 comments

  • Official comment
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    Mae Bouley

    Hi Dan! 

    Following up here - we don't currently offer the ability to directly dispatch to a pool of unassigned dispatches. I have relayed this feature request to our product development team for considerations for future enhancements. 

    As a workaround, we recommend dispatching the form to a designated user, such as yourself, and having a field notating that it should be unassigned right away so that you can un-assign it every time you receive it. It will then be available to any of your other users to pick up.

    Hope that helps! Let us know if there's anything else we can help with.

    Thanks,

    Mae

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    Mae Bouley

    Hi Dan!

    My name is Mae and I'm one of the Managers on our Customer Success Team. Thank you for inquiring and for the in-depth description of what you're looking to accomplish. Let me check on this - I'll reply to this post once I've got some information for you.

    Best,

    Mae Bouley

    Manager, Customer Success

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    Dan Beattie

    Hi Mae,

    Thank you for the response. The workaround may work. For clarification, what do you mean by having a field notating that it should be unassinged right away? Do you just mean to act as a reminder to unassign? Will I still have to manually unassign?

    Thank you,

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    Mae Bouley

    Hi Dan,

    Good questions! You don't have to add it, but I meant adding a checkbox field, as an example, in the form, so that the dispatcher would pre-populate with a check to remind the user that it should be unassigned right away. 

    You would still have to manually un-assign. The field would just act as a reminder for you once you got the dispatched form with the checkbox selected, to manually un-assign it.

    Best,

    Mae

     

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    Lauren Sunday

    Hi Dan, 

    Adding to what Mae said, you can also use the Dispatch Name or Description to tell the admin to unassign the submission. If they plan to use Work Hub, the Dispatch Name will be the best place to share that instruction. If they plan to use the mobile application, then the Description is the best place. 

    • 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. 




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    Chris Dunsing

    This would be a very helpful feature. Perfect summary Dan.

    Also it would be nice if the "Unassign" could be done via the API instead of having someone manually turn the submission back to the group. 

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    Troi Coleman

    Hey Chris!

    Thank you for your contribution to this post. We hear you and appreciate your feedback. While this feature is not currently available, hopefully the workarounds above will be helpful. We will leave this post available so others can upvote for the chance to be added to future development mapping.

    Troi Coleman, Learning and Education Specialist

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