The Task Import process allows users to add new tasks in the dispatch screen, in bulk, using an Excel file.
Creating Your Excel File
An Excel file template is provided at the end of this document as an attached file. The fields in the Excel file are detailed below.
Field | Accepted Values | Description | Is Required? |
task_date | MM/DD/YYYY | Must be a date in the future for which the tasks would be created | Yes |
task_name | Alphanumeric | Name of task | Yes |
task_code | Alphanumeric | Must match the local description of task codes that already exist in the system | Yes |
dispatch | AM PM MD FT CH | Specify the dispatch type | Yes |
start_time | HH:MM AM/PM | Task start time | Yes |
end_time | HH:MM AM/PM | Task end time (must be less than 24 hours from task start time) | Yes |
employee_assigned | Alphanumeric | The 'Corporate Employee ID' of the employee to be assigned | No |
vehicle_assigned | Alphanumeric | The 'Fleet Number' of the vehicle to be assigned | No |
customer_name | Alphanumeric | Must match existing customer name being served by the location | Yes |
Note that if the task code does not allow overlaps with other tasks, then the employee/vehicle assigned will be blanked out when the data is imported, as the system does not check for conflicts for these two fields.
Importing your Excel File
To import tasks, follow the instructions below:
- Navigate to Operations > Dispatch.
- Select “Frequently Used” and then click “Import tasks.”
3. The pop-out screen for “Import tasks” will appear. Simply select the excel file to be imported, and then press submit.
a. Note that if there are any errors with the import they will be displayed after pressing submit.