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Setting Up Users to Receive Notifications on the Routing Page

There may be times when additional OpenWrench users need to be notified about work orders at a customer’s specific location. This can be managed from the Routing page.

Written by Stacey Breyer

To set up routing:

  1. Navigate to the Routing page.
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  2. Select the location(s) by checking the box to the left of each location name.
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    • To select all locations, check the box next to Company at the top.
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  3. Click the UPDATE button.
    ​     This is where you can add or remove users as a Dispatcher, Primary Tech, or CC:
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    • CC (Carbon Copy) – Most commonly used
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      • These users will receive notifications any time there is activity on a work order.
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      • You may add as many CC’d users as needed.
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    • Dispatcher
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      • Only one user can be designated as the Dispatcher per location.
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      • This person will be responsible for dispatching work orders to the appropriate techs.
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    • Primary Tech
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      • Only one user can be set as the Primary Tech per location.
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      • This user will receive all notifications related to work orders at that location.
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  4. A box will appear to select the applicable users for each role. Once your selections are made, click UPDATE RECORDS.


    ​To Remove Users:

    1. Select the location(s) as described above.
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    2. Click the UPDATE button.
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    3. Remove a user by clicking the “×” next to their name in the appropriate section.

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