About Daily Dispatching Preparation

Dispatchers prepare for daily dispatching after the bid assignment has been finalized.

Table 1. Actions and Screens for Daily Dispatching Preparation
Action Screen Description
Creating and Assigning Hold-downs Work Planner screen Hold-downs are when one employee takes over work currently assigned to another employee.
Creating and Assigning Vacation Relief Work Planner screen Vacation Relief is when an employee takes over work for another employee on vacation. This is similar to hold-downs except it's explicitly used for covering for an employee on vacation.

Note that vacation relief can also be assigned through bidding or operational bidding (if your agency uses the Operational Bidding add-on module).
Entering a Bidding Assignment Work Planner screen Bid assignment can be made from Work Planner. Typically, this happens when an agency gets a new employee who missed bidding in the sign-up period and was unable to provide bid requests.
Entering in Planned Absences Work Planner screen Planned absences are absences that the agency is aware of ahead of time.
Entering Planned Extra Work Extra Work screen Extra work can be created during the preparation phase to be assigned now or to be assigned during the Daily Dispatch phase.
Adding people to the Extraboard List Daily Employee List screen If more employees want to be added as extraboard workers, they can be added the extraboard list. This information is used to determine the extraboard rotation during the Daily Dispatch phase.
Adding people to the Volunteer List Daily Employee List screen If more employees want to be added as volunteer workers, they can be added to the volunteer list. This information is used to determine the volunteer rotation during the Daily Dispatch phase.
Grouping Open Work Group Open Work screen For convenience, open work can be grouped together as rosters. Later, it can be assigned as rosters.
Work subtypes that don't represent operational service can be excluded from day activations. These work subtypes are also excluded from work assignment rule calculations, bid work shown in the Employee Activity screen, and Employee Self-Service screens, but can be used in bidding and work planning.
Note: The property OPS > Dispatch > Activate Day > Excluded Work Types specifies the work subtypes group excluded from day activations.