Validating and dispatching route schedules
Validate route schedules in the Dispatcher portal before dispatching them to create the corresponding work orders for the assigned field workers. You can validate a maximum of ten route schedules at a time.
In the Pega Route Service Dispatcher portal, select the desired date using the calendar icon.
- Optional:
To view work orders in different date ranges in the Dispatcher portal, perform the steps as mentioned in Viewing work orders in different date ranges in the Pega Field Service Dispatcher portal.
Select the Undispatched routes tab.
In the Undispatched routes tab, select the check boxes for the routes that you want to dispatch, and then click Validate and Dispatch.
- Optional:
If you choose multiple route schedules for validation and dispatch, to search the route schedules for a specified field worker, in the Unscheduled Routes window, in the Search field, enter the name of the field worker.
- Optional:
To reuse the field worker assignments from previously dispatched route schedules, in the Unscheduled Routes window, in the Import schedules of list, select a week.
In the Unscheduled Routes window, validate the route schedules that you selected by clicking Validate.
If any validation errors occur, decide how you want to address the issues:
If route-level validation errors occur, a warning symbol is displayed next to the route name, and the entire row is highlighted red. If field worker-level validation errors occur, a warning symbol appears in an individual cell, and the cell is highlighted red.
- If you want to resolve the route-level errors, modify the route definition.
- If you want to fix or override the field worker-level validation errors, select the Allow exception check box.
Choose the validated routes by selecting the corresponding check boxes in the Routes column, and then click Dispatch.
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