...
Review the following Split Order Setup article for setup requirements.
...
Split Order Process (Driver to Dispatch)
When a driver marks a stop with an exception AND includes an Exception Reason, the stop will display under the Exceptions column in Dispatch. In addition, the work order’s Work Status for a stop marked with an exception will update to match the ‘WO New Status’ for the selected reason.
| Info |
|---|
In the example below, the driver has marked the stop with an exception and selected ‘Dump Location Closed’ as the exception reason |
...
. Prior setup for the Reason Code updated the Work Status field to ‘Service Completed’ and populated the Exception Reason field. |
...
...
Create a Split Order
Select the value from the Exceptions column to open the Services List.
Select the Service Record you would like to create a split order fromfor.
Click on the Split Order icon from the top of the screen. Upon selection, the Split Service Record popup editor will display.
...
Enter a Scheduled Date to schedule the service for.
Select an Order Type from the drop down.
Select a Route for the service to be added to.
Enter any Order Notes for the driver.
Click Process Split.
...