How to use both Auto assignment and Dynamic scheduling in FSM.

[Chaithanya10]

Currently In FSM we have different assignment methods.

Manual

Auto assignment

Dynamic scheduling

From the above we can select any one of the above.

But If I want need auto assignment as well as Dynamic scheduling what needs to be done?

Scenario: Dispatcher has created on Work Order and it has low priority and  It has assigned to an agent.

Dispatcher has created another Work order with high priority.

Agent has to be assigned automatically to the high priority Work order task and the low priority task has been reshuffled/rescheduled automatically.

Can you please help us how to implement the above scenario.

Thank you,

Sravanthi.Y

[Nikki Narang]

Hi,

Dynamic Scheduling does everything auto-assignment does, and more. In your scenario, Dynamic Scheduling can take care of assigning the work with higher priority and re-assigning/re-scheduling lower priority work. The OOB configuration in dynamic scheduling uses work order task priority for the task ordering rules. 

If you are using an instance that is Kingston or newer, you can test this out via Central Dispatch (w/ Dynamic Scheduling turned on) by dragging an unassigned task on top of an already assigned task and observe that Dynamic Scheduling will assign the task and automatically attempt to re-assign the task you are dragging on top of.

[Chaithanya10]

Hello,

When it comes to dynamic scheduling dispatcher has to drag and drop the high priority task on top of low priority task from central dispatcher. Is there any possibility to automate this instead of dispatcher drag and drop the high priority task?

It should auto assign with out drag and drop by dispatcher.

[Nikki Narang]

This can be automated. Within Dynamic Scheduling, each "Task Filter" can be set to run automatically (immediate or interval) or manually.

[Stacy]

I have not been able to get the system to dynamically assign the tasks.  What all is needed in the record for it to know who to assign it to?  What needs to be associated to the user to let the system know they can be assigned the task.  

Our scenario is there are locations we need to send a tech to.  There is a window of a week and the start times are either 8am or 1pm on any day within that week.  I want the technician to be assigned to 2 locations that are near each other on the same day and same with the following day.  Is this even possible with Dynamic?  Or should we be using Central Dispatch?