Add constraints to a policy
Add constraints to Schedule Optimization policies to define the mandatory conditions technicians must meet to be considered for a task.
Before you begin
Role required: wm_admin
About this task
Constraints are mandatory conditions embedded in policies that determine whether an assignment group can be considered for a task. If an assignment group does not meet a constraint, it is excluded from consideration. For example, if the Enable Mandatory Skills constraint is active, only assignment groups with agents who have the required skills are considered for task assignments. For a list of constraints, see Objectives and constraints used with Schedule Optimization.
Procedure
Navigate to All > Schedule Optimization > Administration > Policies.
Select the policy.
Select the Constraint tab.
Select New.
In the Optimization Features field, select the Lookup icon (
Lookup icon.\) and select the constraint to add.
- Select Submit.