How to Create a Dispatch Delivery from the Dispatch Board
The Dispatch Board provides an aerial view of site activities, including permission requirements and other interactive functionalities.
The Dispatch Board allows you to request, schedule, dispatch, and view assets and laborers and crews by site, and create deliveries and labor or asset tasks.
- Dashboard view makes it easy to see every asset assigned to every job site.
- View asset details
- Take action on pending requests for specific sites
- Create requests, dispatch tasks, and more
For more information on the Dispatch Board, see Dispatch Board Overview.
💥Dispatch is part of Resource Management which is a premium product and requires a separate license. Please contact your Account Manager for more information on premium product licenses or reach out to Customer Support at [email protected] or call 888.836.6269.
Permissions: To create a dispatch delivery in the Dispatch Board, users must have the Edit Dispatch Board permission turned ON.
- 1
- Click "Resource Management" on the left-hand navigation toolbar.
- 2
- Click the "Dispatch Board" tile.
- 3
- Click the "Create Dispatch" button at the top right corner of the screen.
- 4
- Select "Create Delivery".
- 5
- Fill out the details of the Dispatch Delivery.
Dispatch Title: Name the dispatch you are creating.
Driver: Specify the driver who will be completing the dispatch.
Delivery Vehicle/Truck: Select the vehicle that will be moving the asset.
Trailer: Select the trailer that will be moving the asset.
Recipients to Notify: Any person(s) that need to be aware of the dispatch.
Recipients to Notify via SMS: Any non-Tenna Users, like outside contractors, that need to be notified of the dispatch (this requires a separate license- see SMS Dispatch Messages Overview).
Add Asset: Select the Asset(s) to be dispatched.
Note: Use Asset Labels when selecting assets for Dispatch. These labels help identify what assets are ready and available for use.
Start: Start date, time, site, location and any applicable notes for the dispatch.
End: End date, time, site, location, and any applicable notes for the dispatch.
Attachments: Add any attachments for the dispatch.
- 6
- Click "Create Dispatch" on the bottom left of the screen.
- 7
- Select "Create and Send".
