Table of Contents

Dispatcher Resources

The resources linked below are intended to provide an overview of main topics and actions that dispatchers would need to be familiar with when using Sonar software.

Required Resources

Knowledge Base Article

Description

Relevant Cast(s)

Account List View: Overview

This article provides an overview of the information and features available from the account list view within Sonar.

Account List View (3:47)

Account Management View: Overview

The account view screen is home to both current and historical information about the account and allows you to perform a variety of actions against an account. This article details all of the information and actions that are available from within this screen and how you can interact with it.

Account Management View (26:14)

Serviceable Addresses: Overview and Usage

This article will take you through the process of creating a new serviceable address, and explain its usage and some of its limitations.

Serviceable Addresses (3:21)

Jobs and Scheduling: Overview

This article provides an in-depth guide to the Jobs view within your Sonar instance, providing insight on the fields within this view.

Jobs and Scheduling Overview (12:33)

Setting Up Schedules General Overview

This article provides an overview of how to set up schedules within Sonar so that you can begin scheduling jobs.

Job Types: Best Practices

This Article takes you through the process of creating a new Job Type and explains what a job type is and how to use it.

Job Types - Best Practices (6:07)

Geofences: Overview

This article will guide you through the process of creating a Geofence in Sonar and applying it to a Schedule Availability.

Geofences (4:38)

Scheduling How-to: Creating and Booking a Job

This article will take you through the process of creating a new job in Sonar, and the ways you can schedule the created job.

Network Sites: Management View Overview

This article will take you through the available pages and tabs through the Network Sites portion of the ISP management side of your Sonar instance.

Network Sites Management View (8:54)

Network Sites List View (3:55)

Notes & Tasks: Best Practices & Use Cases

Notes and tasks allow you to keep all employees on the same page with account-related information and help to prevent any necessary tasks from being overlooked. This document contains details on each feature as well as the how-to's of setting them both up.

Notes (2:56)

Tasks (5:02)

Task Templates Overview & Use Cases

This article takes you through the process of adding task templates to your instance and provides some examples where they can be applied.

Applying Task Templates to Jobs

Using Task Templates is a great way of making sure your technicians have defined objectives. This article will take you through the process of adding them to a job, and modifying their parameters.

Example Jobs & Templates

This article provides detailed example templates of commonly used jobs within Sonar.

Building Alerting Rotations

Alerting rotations are used to define periods of time where network alerts are sent out to specific users within Sonar. The details of their setup and features are explained in this article.

Child Accounts: Best Practices & How Tos

Child accounts allow you to connect one or more accounts within Sonar, in a parent-child style relationship. This affects account transactions, invoices, and also comes with additional considerations with the account billing parameters that should be reviewed prior to using this functionality.

Child Accounts (5:44)

Scheduled Events: Overview & Use Cases

Scheduled events are actions that you can automate within Sonar to have some sort of change occur automatically at a later date. They are configured individually per account and can be utilized to help make your normal processes more efficient.

Scheduled Events (7:38)

Scheduling Week View: Overview

This article will guide you through the usage and functionality of the weekly view contained in the Scheduling module.

Dynamic Time Zones in Sonar

This article walks you through using dynamic time zones to provide more flexibility while scheduling jobs, viewing technician availability, and pulling up table details.

Knowledge Base Article

Description

Relevant Cast(s)

How to Best Use Global Search

Global search is a helpful tool that will quickly and efficiently find what you are looking for within Sonar. From searching partial terms to specific entity IDs, global search will return all results relevant to what you are searching and also assist you with navigating to those results within the system.

How to Best Use Global Search (4:50)

Sonar's Rich Text Editor

An overview of Sonar's rich text editor is provided in this article, with explanations and examples of each tool available in the editor.

Filtering: Simple vs Advanced

This article provides details on how to use simple and advanced filters within Sonar.

Simple vs Advanced Filtering (6:53)

My Info: Your Personal User Settings

This article provides details on the My Info page within Sonar, where an individual user can access and modify their user-specific settings and information.

My Info: Your Personal User Settings (4:19)

Notification Preferences

This article provides details on notifications in Sonar, including the different types of notifications available and how you can start using them.

Best Practices for Fast Tracking a Support Request

This article provides instructions for contacting support.

Feedback Portal / Suggest a Feature

This article provides an overview of the Feedback Portal and how you can utilize it to submit and upvote feature requests.

Feedback Portal & Suggest a Feature (6:10)

Sonar's Business Intelligence: Overview

This article provides a brief overview of Sonar's Business Intelligence tool, including how to access reports and the related learning resources available.

Navigating the Reports Dashboard (7:25)

SMS Notifications

This article provides an overview of the SMS notification feature, including the initial setup and permissions needed.

Controlling Your Landing Page: Personal Preferences

This article provides information for the "Default page on login" feature, contained in your Sonar Instance's User Profile.

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