Set up prioritized intraday optimization with matching rules
Configure prioritized intraday optimization to use matching rules that narrow job assignment decisions. Matching rules deliver focused, efficient job recommendations.
Before you begin
Matching rules for prioritized intraday optimization require Territory-Based Optimization to be enabled. Configurations using assignment groups don’t support matching rules.
Install the Field Service Management Demo Data [com.snc.work_management.demo] plugin to access example matching rules. For more information see, Activate Field Service Management.
Role required: wm_admin
About this task
Create matching rules within a specific intraday optimization configuration to control which tasks and technicians are included in optimization runs.
The matching rules execute in the order specified by the Execution Order field, with lower numbers processing first. When the demo data is installed, two example matching rules are available:
- Filter technicians for prioritized events: Includes affected technician criteria
- Filter tasks for prioritized events: Includes affected task criteria
You can use these example matching rules or create your own.
Procedure
Navigate to All > Schedule Optimization > Intraday Optimization > Configurations.
Select or create the configuration where you want to add the matching rule.
- To use an existing configuration: Open the configuration record and go to step 6:
- To create a configuration: Select New and complete the following steps.
Complete the form.
Name: Enter a descriptive name for the configuration.
- Default scheduling attribute configuration: Select the appropriate configuration.
- Active: Select the check box to enable this configuration.
- Leave the Default check box clear. The default record applies system-wide settings and shouldn’t be modified for specific matching rules configurations.
- Select Submit.
Reopen the configuration you created.
In the Qualifiers tab, select Edit.
Move qualifiers from the Collection list to the Qualifiers list and select Save.
In the Qualifiers tab, set theEnable prioritized event optimization field to True for each qualifier.
Set the Enable matching rules field to True for each qualifier that should use matching rules.
When False, the optimization engine uses default filters, affected tasks and technicians.
Enter a Maximum search radius value.
Set the Distance unit field to Miles or Kilometers for each qualifier.
Add matching rules to your configuration:
- To enable existing matching rules, continue to step 10.
- To create your own matching rules, select Save, then see Create matching rules for intraday events.
- In the Matching Rules tab, select Edit.
Move the desired matching rules from the Collection list to the Matching Rules list and select Save.
Select Update.
Choose which event types use matching rules.
Navigate to All > Schedule Optimization > Intraday Optimization > Event Types.
For each event type you want to optimize with matching rules, set the Prioritized field to True.
Result
When intraday optimization runs for the selected qualifier and detects an event flagged as prioritized, the system applies the configured matching rules.
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