Setup
You will need the following permission in your security group:
Can see all tasks.
Can view reports.
Can send dispatches.
Click here to learn about permissions and security groups.
How to send reports via dispatch
1. Navigate to the Tasks page, select Office review and Performed in the Status filter, and click on the Ref to view the task.
1. Navigate to the Tasks page, select Office review and Performed in the Status filter, and click on the Ref to view the task.
2. If the Work tab displays a full fraction (e.g., 5/5), this indicates that all items have been performed by the field user and the task is ready to be dispatched.
2. If the Work tab displays a full fraction (e.g., 5/5), this indicates that all items have been performed by the field user and the task is ready to be dispatched.
To preview the report before dispatching, click the Create Report dropdown in the Process section, then select the report type.
To preview the report before dispatching, click the Create Report dropdown in the Process section, then select the report type.
3. Click on the Task tab, scroll to the Process section and select Dispatch to client.
3. Click on the Task tab, scroll to the Process section and select Dispatch to client.
4. Prepare the dispatch: select reports, review Report Requirements (tick Okay to proceed if Manual billing required is enabled on the client), and adjust recipients or the body of the email.
4. Prepare the dispatch: select reports, review Report Requirements (tick Okay to proceed if Manual billing required is enabled on the client), and adjust recipients or the body of the email.
If the task needs to stay active or in the current status, untick Mark Task as Complete or Archive Task.
5. Click Dispatch to client.
5. Click Dispatch to client.
Recommended steps
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