Resource Scheduling Optimization configuration
Perform these configuration steps after successful deployment of the Resource Scheduling Optimization solution.
Enable Resource Scheduling Optimization
First, make sure that maps are configured for your environment. Review the privacy considerations for sending data between services.
Go to Resource Scheduling Optimization > Administration > Scheduling Parameters > Resource Scheduling Optimization tab.
Set Enable Resource Scheduling Optimization to Yes.
Set Default Goal. An optimization goal defines how the algorithm optimizes data. Users can still choose different goals when they start an optimization request.
Add required security roles to users who configure and run Resource Scheduling Optimization
Ensure that Resource Scheduling Optimization can optimize work order-related requirements and bookings:
Go to Settings > Advanced Settings > Security > Users. And assign the security role Field Service - Administrator to the Resource Scheduling Optimization application user.
Go to Security > Field Security Profiles. Select Resource Scheduling Optimization – Administrator and add the Resource Scheduling Optimization application user to the field security profile.
Enable dispatchers to interact with Resource Scheduling Optimization:
Go to Settings > Security > Users.
Locate the user or team of dispatchers.
Select Manage Roles.
Assign a security role.
Select Save.
Go to Settings > Security > Field Security Profiles.
Open Resource Scheduling Optimization - Dispatcher and add the user or team to the profile and then select Save.
Prepare resources for optimizations
The settings described in this section apply to all optimization scopes.
Go to Resource Scheduling Optimization > Resources. Open the Scheduling Summary view. Select one or more resource records and select Edit.
In the Resource Scheduling Optimization tab, set Optimize Schedule to Yes and Save the records. Enabling the setting doesn't automatically schedule requirements to the selected resource. It enables Resource Scheduling Optimization to consider the resource during schedule optimization runs.
After enabling the resources for schedule optimization, specify the address for the organizational unit or resource address, depending on their start and end location.
Go to Resource Scheduling Optimization > Settings > Administration > Enable Resource Scheduling for Entities.
Double-click an enabled entity to configure booking setup metadata. In the Resource Scheduling Optimization section, set the Default Scheduling Method to Optimize and Save the changes. For example, you can enable it for the work order entity. The system sets every new work order and related resource requirement to optimize automatically.
For existing resource requirement records, update the resource requirements scheduling method. Go to Resource Scheduling Optimization > Resource Requirements and open the Unscheduled Work Order Requirements view. Select the records to optimize, and select Edit.
On the Resource Scheduling Optimization tab, set the Scheduling Method to Optimize.
On the Scheduling tab, make sure the location is On Site or Location Agnostic. If On Site is the requirement, you must specify the address.
On the General tab, check that From Date and To Date fall into the time window you want to schedule. You can use the bulk edit feature to update values for selected records as well.
Go to Resource Scheduling Optimization > Settings > Booking Statuses. Select a booking status and choose the Scheduling Method.
- Optimize: Allows the system to freely move this booking to optimize scheduling.
- Do Not Move: The system doesn't change the booking. Resource Scheduling Optimization preserves the estimated arrival time and assigned resource. The start time and estimated travel duration can be changed if the earlier booking is in a new location. It's similar to a user setting the booking to Locked to resource + time.
- Ignore: Resource Scheduling Optimization ignores this booking for both, location and time. Use this setting when the booking status is proposed or canceled.
Note
Booking statuses with no specified scheduling method are treated as Do Not Move.