Configuring Schedule Optimization

Schedule Optimization enables you to optimize task scheduling, auto-assign tasks, and adapt to changing conditions. By applying policies, you can create the best possible schedule that maximizes task assignment and minimizes travel time.

Configuration overview

The Schedule Optimization configuration comprises four main elements: Properties, Policies, Scheduling attributes, and Batches with their associated Scopes. The workflow involves configuring policies and scheduling attributes, creating batches to execute optimizations, and scopes optimized by the appropriate method. There are additional configurations that trigger optimization to run throughout the day as scheduling conditions change.

How Schedule Optimization works

Schedule Optimization evaluates available tasks and technicians against your configured policies to create optimized schedules. Policies define objectives, such as minimizing travel time or maximizing task assignments, and constraints, such as required skills or technician availability, that guide the optimization engine.

The system considers factors like task locations, time windows, technician schedules, skills, and travel time to determine the best task assignments. When optimization completes, tasks are automatically assigned to technicians and schedules are updated.

Schedule Optimization workflow diagram

The following figure illustrates the high-level workflow of Schedule Optimization.

그림 1. Schedule Optimization workflow

Steps to setup Schedule Optimization

The steps to set up Schedule Optimization are:

1. Activate the Schedule Optimization plugin. For more information, see Activate Schedule Optimization.
2. Set the properties to control optimization behavior and performance in your instance.
3. Optionally, you can set up Territory-Based Optimization, Schedule Optimization with Workforce Optimization for Field Service, and Schedule Optimization for Planned Crews depending on your specific needs.
4. Create policies that define optimization goals through objectives and constraints. Objectives prioritize how tasks are assigned, such as minimizing travel time or maximizing task assignments. Constraints set rules that must be met before assigning tasks, such as required skills or availability. For more information, see Create a policy for Schedule Optimization.
5. Configure scheduling attributes to define reusable optimization settings, including the default policy, travel estimate provider, and applicable qualifiers. For more information, see Create a scheduling attribute for Schedule Optimization.
6. Create batches that define when optimization runs, including start date, run frequency, and start and end times. For more information, see Create a batch for Schedule Optimization.
7. Create optimization scopes to associate batches with existing scheduling attribute configurations. For more information, see Create a scope for Schedule Optimization
8. Optionally, create intraday configurations to trigger optimization in response to schedule disruptions or enable on-demand optimization for dispatchers. For more information, see Intraday optimization.
9. Optionally, for large workloads or growing organizations, configure split qualifiers to distribute optimization across multiple parallel jobs and improve processing time. For more information, see Running Schedule Optimization jobs for large workloads.

Schedule Optimization supports a high volume of tasks across all three optimization methods by default. If your scheduling needs require expanded capacity, you can contact support or submit a change control request to adjust the configuration.

관련 개념

• Schedule Optimization

관련 참조

• Schedule Optimization components