The service request task template was designed to streamline in taking service requests and dispatching them to staff. Its generic enough that the same basic form can be used to cover most common civilian calls, including garbage, water, potholes, street lights, or sewage. When a call comes in, you simply create a new task from the service request task template and staff is immediately notified. It’s that simple!
Step 1: Go to the Task Calendar
Using the navigation menu on the left side of the MESH’s web platform, open up your Task Calendar, under the Task & Dispatch section. This is where you can see all of your current tasks.
Step 2: Create a New Task From Template
Click on the green ‘ADD NEW +’ button in the upper right corner of the Task Calendar. This will prompt you to choose how you would like to create your task. Click on the drop-down arrow for ‘Create a Task from a Template’, and select ‘Service Request’ – then hit ‘Create’.
Step 3: Task Details and Location
This screen is where you can set the details of the task. You can choose who you want to assign the task to, expected start day, location, and any additional information. The expected start date will default to 3 days from now, but you can change this to any day, or make it an all day task if no specific time frame is needed. When you are finished typing these details, click ‘FIELDS’ in the upper right corner to proceed to the next step.
Step 4: Task Preset Fields
Any of the fields from the Service Request form can be filled out ahead of time by the task dispatcher. We recommend filling out who received the service call (Initiated by), the type of work that is being requested (Request Category) and the name of the civilian who called in the request (requestor name). Fields with asterisks are required, but this can be changed in the task template. The names of staff intaking service requests can be added to the drop down list for 'initiated by' but opening the datasource for 'Service Request - Initiated By' (or contact Go Evo for help). When you are finished, hit 'Create' to send your task.
Step 5: Worker Receives Notification
You should now see that the task appears in the Task Calendar. Whoever you assigned the Task to will receive a notification on their mobile device. They just need to click on the notification at the bottom of their screen, click on the task to launch the details, and check the box beside the details to launch the form. The form is already pre-populated with initiated by, request category and requestor name. They will be prompted to fill out the resolution, whether the callback was complete (if callback was required), and take a photo. Once complete they click upload to go back to the details screen, then click 'Done' in the upper left corner to complete the task. Meanwhile, in the Task Calendar, the task will turn green, indicating the task is complete.
Step 6: Reviewing the Form
If the task dispatcher wants to review the task, simply go to the Feed View section under Data Entires to access the completed record. This area is like a social media feed for your digital file cabinet.