Add Status and Diligence from Dispatch

Add Status and Diligence from Dispatch

Summary: Log statuses/diligence, keep private comments internal, and add items in bulk.

Quick answer

Right‑click to add **Status** or **Diligence**; check **Comment** to hide from the client; use mass actions for multiple jobs.

What you need

  • WinServe+ access
  • Appropriate role/permissions (as required)

Steps

  1. Right‑click a job in **Dispatch** and select **Add Status**; pick from the list and click the double arrows to apply.
    media/add-status-diligence-dispatch-01.png

    [Insert screenshot for Step 1]

  2. Check **Create Diligence** to convert that status to a diligence record including server and address context.
    media/add-status-diligence-dispatch-02.png

    [Insert screenshot for Step 2]

  3. Check **Comment** to hide the status/diligence from client reports and the website.
    media/add-status-diligence-dispatch-03.png

    [Insert screenshot for Step 3]

  4. Use **Multiple Diligence** or **Mass Status** to apply the same entry to selected orders.
    media/add-status-diligence-dispatch-04.png

    [Insert screenshot for Step 4]

Confirm it worked

Statuses appear at the bottom of the dispatch screen and on the order; client‑hidden comments do not publish.

Troubleshooting

If a phrase is missing, add it under **Maintain ▸ Diligence Phrases** and ensure it’s enabled for the desired job type/app.

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