First Time Dispatch Hierarchy Setup

In this article, we will go over the First Time Dispatch Hierarchy Setup.

NOTE: To use the Setup Dispatch Locations feature in the Setting module, you must have specific User Rights granted. If you can't follow the step-by-step instructions below, please contact your customer success manager to have the User rights granted.


First-Time Dispatch Hierarchy Setup

To set up your first-time dispatch hierarchy:

1. Log onto the GuardTek web portal as an Admin or Supervisor. 

2. Hover over the Settings module and click the Setup Dispatch Locations option. 

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3. The first time you set up your dispatch hierarchy, you will see a note in blue:

Please set up your Dispatch Hierarchy (tree) Structure. The items below will be the structure of your hierarchy (tree), with each category (branch) representing a unique level that will allow you to organize dispatch locations as needed. The default settings give you three levels: Client, City, and Site. If you keep these settings and save the form in the following screens, you can add specific Clients (Coca-Cola, CBRE, etc.). Cities (San Diego, New York, Etc.), and Sites (1224 Prospect, 100 Montgomery, etc.). You may rename the items below and/or add new categories before saving your final structure. 

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4. You can change the hierarchy category names as desired.

You also have the option to add an additional category (typing a name and clicking the green plus icon) or to delete a category (clicking the green trashcan icon).

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5. Once the hierarchy has been created or used with its default settings, click the green Save button at the bottom right-hand corner of the page. 


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