Dispatch (Sites)

Owned by Rose Eliff (Unlicensed)
Last updated: Nov 09, 2023 by Cyan Penn
3 min read

Summary

The dispatch dashboard is a web application that can be used to view and manage online/phone orders from one dashboard for efficient expediting and order management. The dashboard web page will display orders and their current state. Staff and guests will have the ability to communicate via text message. Text messages can be preset for easy selection. 

Select the Dispatch tab from the Sites configuration to configure settings related to the Dispatch Dashboard functionality on the application. 

Configuration

Pre-condition - Make Dispatch Dashboard application active

CBS system administrator must enable the Dispatch Dashboard application in the client account.

  • Customer Accounts > edit account > Applications tab
  • Select Active and click Save.
  • An access token is generated on Save. Token never expires. 
  • If Active is unselected, the access token is removed.

ECM Access and Job Permission 

  • Only authorized users can access the Dispatch Dashboard application. Permission is granted by Job (see Jobs).
  • Job Permission
    • Path: Order Entry > Users > Jobs > Permissions Tab - Select Can access Dispatch Dashboard 


Dispatch tab

To configure Dispatch settings, go to Sites > Dispatch in ECM. 


Settings


ItemDescription 
Dispatch Areas 
  • Select the areas where the Dispatch Dashboard will be available. (The Dispatch Dashboard will not be available in unselected areas.)
    • To select all, select the checkbox at the top of the column.
  • Areas can be sorted, ascending or descending, and can be filtered. 

  • Click Apply to apply changes and remain on the page or Save to apply changes and exit. 
Preset Text Messages 

  • Add message:
    • Click Add Preset Text Message to add a new message.
    • Enter text in the input box. Maximum characters allowed: 160. 


  • Edit message:
    • Click existing message and revise text in the input box. 

  • Message position can be revised using the up/down arrows or click Sort alphabetically (A-Z) to sort in alphabetical order. 
  • Click Delete to remove a message from the list. 
  • Click Apply or Save to save changes. Click Cancel Changes to discard changes. 
Sort alphabetically (A-Z) Preset text messages can be sorted alphabetically 

Expired or invalid login and validation 

  • If the Dispatch web page is open in a browser and the user attempts to open a second instance of Dispatch in another tab or browser windows, the user is redirected to the ECM login page to log in again. 
  • After 24 hours, the token allowing access to Dispatch expires. The user is redirected to the ECM login page to log in again. 
  • If a user does not have permission to access Dispatch or Dispatch is disabled for the account, the user is redirected to an error page. 

Job Permissions

Edit a Site