Overview

Dispatch allows you to see all your assigned tasks (aka actions) in one place.

Logging in to Chexology

To use the Actions feature, you must be logged in to your own account so you can see and do the actions assigned to you and not end up doing other people's tasks.

At the beginning of your shift, or if you switch devices during a shift, you will need to log in to your device.

1. Enter your user name and password in the login screen.
2. Tap Log In.
   
    

Logging out

When your shift is over, you need to log out of the device.

1. Start by tapping the User Icon on the top left of the Home screen.
   
    
2. Tap Log Out.
   
    
3. The app will ask if you are still available for work. If you are going on a break or your shift is over, tap Away. If you are simply switching to a different device, tap Available. See the next section for more information.
   
   

Setting your availability

It is important to set your availability correctly so you will only receive assignments when you are supposed to and not when you are unavailable, on break, or clocked out.

1. After logging in, or after coming back from break or being unavailable for some other reason, tap the user icon on the top left of the screen. The red dot shows that you are away and not available to be assigned actions.
   
    
2. Switch the Available toggle to Available.
   
   Note: Use this same switch to mark yourself as Away when you are on break or not available to be assigned actions.
    
3. The green dot on the user icon shows that you are available and ready to be assigned actions.
   
    

Receiving assigned actions

Actions can be assigned to bell team members in three main ways:

• By team leads or managers.
• By self-assignment.
• Automatically with the optional Automatic Assignment Rotation feature.

When you are assigned an action, the action will be added to your Actions list. If your device is locked, or if you are on a different app, you will receive an alert about the action.

The Actions list

To view your assigned actions:

1. Tap the Actions List icon on the top right corner of the Chexology home screen.
   
    
2. Tap the My Actions tab. Every active action that is assigned to you will appear here. 
   
   Note: The All tab shows every action that is active at your location including actions that are assigned to other team members as well as actions that have not been assigned to or picked up by anyone.
    
3. Every action will have a flag showing what type of task it is such as Deliver, Storage, or Return.
   

Starting an action

1. For Storage tasks and Returns, starting an action is as easy as tapping the Start button and doing it.
   
    
2. If the action is a delivery, tap the action row to view the Action Details screen.
   
    
3. The Action Details screen will show you the information you need to complete the task. You can tap Start at the bottom right of the screen.
   

Editing actions and adding notes

1. To edit an action, go to the Action Details screen and tap Edit Action.
   
    
2. The Edit Action screen will be displayed allowing you to modify the Delivery Type, Delivery Item, Pickup Location, and Destination. For each Option, tap Edit to make a change or Clear to blank out that detail.
   
   Note: These options may vary based on your location's settings.
   
   
    
3. The Notes section lets you add important information by tapping Add Note.
   
    
4. Enter the note in the Add a Note box and tap Add.
   
   
   The note you just created will appear in the Notes section. 
   
   All notes you create will appear in order from newest at the top to oldest at the bottom.
   Important: Notes are not saved until you Save your edits after the next screen. See below for more details.
    
5. After you have edited the action and added any necessary notes, tap the Next button. You will then see the Edit Action Assignment screen.
   
   If you are a team lead with the “can assign” option enabled on your account, you can select to keep the same team member assigned (they will already be selected), or you can assign a new team member, or tap Skip Assignment.
   
   
   Note: Skip Assignment will blank out the assignment. The action will not be assigned to anyone until a team lead re-assigns it to someone or a team member self-assigns it by starting the task.
    
6. Tap Save to save all your edits and notes or tap the X on the top left to cancel your edits and remove any notes you were going to add.
    

Finishing an action

Once you finish an assigned action in real life, you need to finish it in the app.

Finishing Luggage Returns

Luggage Returns are the simplest actions to complete. After delivering the luggage to the guest, tap Return.

Finishing Deliveries

After delivering items such as food, flowers, or some other item, tap the Finish button.

The app will ask if there are any items you need to check in. If yes, tap Yes and tag the items as normal.

If you do not need to check new items, tap No and you are finished.

Finishing Storage actions

To store an item such as luggage or a package tap Store.

Use QR Scan, Tap, or manual mode to enter the storage location, then press Done.

Creating your own actions

As a team member, you are able to create actions in the Chexology app:

1. Search for a guest and tap Queue.
   
    
2. In the Create Action screen, tap Edit to set each option: Delivery Type, Delivery Item, Pickup Location, and Destination.
   
    
3. Add a note, if necessary.
4. Tap Save.

Note: The action you just created will be added to the Actions list but it will not be assigned. If you start the action, the assignment will become yours, otherwise, it will be available for other team members to pick up or to be assigned by a team lead.

Rejecting actions

1. If you are unable to do an assigned action, you can tap Reject in the Action Details of that task.
   
    
2. Add a reason for rejecting the action and tap Submit.
   

Picking up open actions

There may be times when you see one or more actions that are not assigned to anyone and you want to assign one to yourself.

In the All section of the Action list, find an action that is not assigned to anyone and tap Start.

The action will now be assigned to you.

When your internet connection is offline

If there is an internet outage, or if your location has no internet service in certain spots like storage closets, parking structures, or hallways, you can continue to use Chexology to check in guests, tag items, and create and perform actions. However, all of this information will be stuck on your device and you won't receive any new dispatched actions or information until your device's internet connection is restored and it has time to re-synchronize with the Chexology system.