Activate intraday optimization

Activate Intraday optimization by activating the Field Service Management Scheduling Automations plugin (com.snc.sn_app_fsm_scheduling_flows) for Field Service Management. After the plugin is installed, navigate to flow designer to activate the relevant flows to trigger Intraday optimization to run throughout the day as scheduling conditions change.

Before you begin

Role required: wm_admin

Procedure

1. Navigate to All > System Applications > All Available ApplicationsAll.
2. Search for the Field Service Scheduling Automations plugin (com.snc.sn_app_fsm_scheduling_flows) by its name or ID.
3. Select Install.
4. Navigate to All > Process Automation > Flow Designer.
5. Duplicate the required flows.
   1. Select the Agent time off created Field Service Management Scheduling Automations flow.
   2. Copy the flow by selecting the More actions icon () in the top right and selecting Copy flow.
   3. Enter a name for the copied flow or retain the default name, which appends the word "Copy" to the name of the flow.
   4. In the Application field, select Field Service Management Scheduling Automations.
   5. Select Copy.
      A copy of the flow opens with the information you entered.
   6. Select Activate.
   7. Repeat these steps for the following event trigger flows: High priority work order task dispatched, Work order task canceled, and Work order task progressed.

      Optimization doesn’t consider priority unless the "Maximize assignment of higher priority tasks" constraint exists on the policy for the qualifier that triggered the event. For more information on adding constraints, see Add constraints to a policy.

   8. Repeat the steps to active the event trigger flow, Agent WFO time off.
      Note:

      Ensure the Shift Scheduling for Field Service plugin is activated to use the Agent WFO time off flow.
6. Optional: Duplicate the Schedule intraday jobs flow
   1. Select the Schedule intraday jobs Field Service Management Schedule Optimization flow.
   2. Copy the flow by selecting the More actions icon () in the top right and selecting Copy flow.
   3. Enter a name for the copied flow or retain the default name, which appends the word "Copy" to the name of the flow.
   4. In the Application field, select Schedule Optimization.
   5. Select Copy.
      A copy of the flow opens with the information you entered.
7. Optional: Make the Default record active.
   1. Navigate to All > Schedule Optimization > Configuration.
   2. On the form, select Default.
   3. On the form, select Active.
   4. In the Intraday flow field, select the renamed Schedule Optimization Schedule intraday jobs flow.
8. Note:

   You can activate additional intraday configurations for any of your groups or territories.
   Select Update.

What to do next

Configure intraday optimization