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  1. Go to the contractor’s screen and locate the contractor or add it to the database as needed
  2. Click on the Dispatch Request Tab
  3. Click on the Plus (+) key on the dispatch tab
  4. Either Locate a Job or Insert a New Job. Note: Any job can be used for multiple dispatches and multiple contractors
  5. Click OK
  6. You are now at the dispatch tab again. The difference is that the Job Name and Number are now filled in. Fill out the form, then add the skills by clicking on the Add Multiple button at the bottom of the screen.
  7. Press the Print Order button, then print the report for your records
  8. Press the Fulfill Order button and make sure that you have selected the “and” or “or” button according to the contractor requirements. Then select the list or lists to fulfill from. When you press OK, MTP will ask you if you wish to use the Local 81 style for the fulfillment. This style is a listing of the members meeting the contractor criterion with enough room to write the call information on the report. Pressing “no” will print a short list of the members meeting the contractor criterion.
  9. Press the Referral List button and select the first list to dispatch from. Also make sure that you select the “and” or “or” to meet the contractor’s requirements. After you select OK, MTP will enter the referral list as usual. You are now looking at the same people that came up in the Fulfill Order report.
  10. Press the telephone button and then press the plus (+) on the Referral Call screen. (This screen shows a list of every call you made to the member prior to this call. Once you press the plus button, you will add this call to this screen.)
  11. Complete the call screen as needed. When you are finished, select the following buttons based on the call results:
    a. Select “Move to next Referral” if you need to call another member

    b. Select “Count as Refuse to Work” if this is applicable to your local. This will automatically mark this call as a refusal to work and increment this member’s referral screen’s “# of Times Refused Work” field.

    c. Select “Do Nothing” if this member is not being dispatched

    d. Select “Dispatch only” if you wish this member to be dispatched but remain on the list. The dispatch date and contractor name will be entered onto this member’s referral screen but the number of days/hours will remain empty.

    e. Select “Dispatch then remove”

    f. After selecting either c, d or e, select if you wish to print a dispatch. Print it if needed.

    g. Once you have completed 11, select the “Save Call” button and the printed dispatch will appear if you selected 11 f. If not, you will move to the next member to be called. Go to step 11 until you have completed the referral process. When you have completed the process , close all screens so that you can return to the Contractor Screen. If you need to continue the call process, move to step 9. Otherwise, you can print the Call Report button to review who was called for this dispatch.

 

 

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