Schedule Optimization › Setting up a Field Service scheduling method › Configure › Field Service Management
Example- Schedule Optimization
This example shows three different ways admins can configure the optimization engine to schedule tasks.
Admins can configure Schedule Optimization to run overnight in batches to schedule a larger number of tasks or throughout the day at selected intervals based on events. Admins can also enable dispatchers to initiate Schedule Optimization from Dispatcher Workspace by configuring on-demand optimization.
In this example, the organization is ensuring that agents complete as many tasks as they can during their shift without spending a lot of time traveling between tasks. A policy is configured to maximize assignments and minimize travel time. On-demand optimization is enabled for the dispatchers who are assigned to this group of agents.
Admin Core Configurations for Schedule Optimization
| Field | Value |
|---|
| Qualifier type for Schedule Optimization | Assignment Group |
| Number of seconds used for task scheduling resolution | 1 |
| Maximum number of location points allowed in a map provider call | 300 |
| Field | Value |
|---|
| Name | Maximum Assignments |
| Active | true |
| Constraints | Default values |
| Overall objectives | Maximize travel time \(weight 1\) Maximize task assignments \(weight 1\) Maximize assignments to earlier shifts \(weight 1\) |
| Field | Value |
|---|
| Name | West coast config |
| Active | True |
| Travel estimate provider | Beans.ai |
| Default policy | Maximum Assignments |
| Straight line estimate config | West Coast |
| Tasks | State is one of: Pending dispatch or Scheduled |
| On Demand applicable policy | West Coast Dispatcher |
Batch Optimization Configurations
| Field | Value |
|---|
| Name | West Coast weekly |
| Schedule start date | 2023-12-01 |
| Run frequency | Every 7 days |
| Batch start time | 22:00 |
| Batch end time | 3:00 |
| Field | Value |
|---|
| Name | West Coast-Next 7 days |
| Active | True |
| Scheduling attribute configuration | West Coast config |
| Rank | 1 |
| Assignment horizon offset | 00 |
| Assignment horizon range | Days 7 |
| Optimization Batch | West Coast weekly |
| Start date | 2023-12-01 |
| Batch start time | 22:00 |
| Batch end time | 3:00 |
| Assignment group | San Diego North |
Note: Select schedule now when the form is complete
Intraday Optimization Configurations
| Field | Value |
|---|
| Name | West Coast |
| Active | True |
| Default scheduling attribute configuration | West Coast config |
| Default | False |
| Flow | Schedule intraday jobs \(default\) |
| Default processing window | Workday 9:00-5:00 |
| Assignment group | San Diego South - Enable On Demand = True San Diego North - Enable On Demand = True |
On-demand Optimization configurations
| Field | Value |
|---|
| On Demand applicable policy | West Coast Dispatcher |
| Field | Value |
|---|
| Assignment group | San Diego South - Enable On Demand = True San Diego North - Enable On Demand = True |