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Improvement
8 months ago

Field Report workflow update: prompting users to complete a dispatch

We’re excited to announce a workflow update: Omnant will prompt users to complete a dispatch upon report submission and/or approval.

  • Technicians will be prompted to complete the associated dispatch (if not already) upon submitting their field report. The technician will have the choice to do so, and can still submit their reports if the dispatch is not ready to be completed. If the technician does not have the correct permissions to complete a dispatch, then they will not be prompted to do so.
  • Approvers will be prompted to complete the associated dispatch (if not already) upon report approval. This will allow the approver to not be blocked or have to change pages in order to finish approving the report.

We believe this enhancement will help dispatches be completed regularly, and reduce the system navigation required to do so.

Here is a 30 second video on how this process works!

Avatar of authorThe Omnant Team