Create a scope for Schedule Optimization

A scope defines the scheduling attribute configuration, horizon offset, horizon range, and qualifiers for an optimization run. Scopes are required for batch optimization to run.

Before you begin

Role required: wm_admin

About this task

When the Territory Planning plugin is installed and the Territory Model is active, qualifiers are automatically set to territories and scopes for assignment groups are no longer possible. For more information, see Territory-Based Optimization.

Procedure

1. Navigate to All > Schedule Optimization > Scopes.
2. Select New.
3. Enter a name in the Name field.
4. Select a scheduling attribute configuration in the Scheduling attribute field.
5. Optional: Set the Assignment horizon offset to specify the delay after the batch run before task assignments begin.
   Note:

   The assignment horizon offset determines the window start value on the work order task record.
6. Set the Assignment horizon range to determine the span of time during which the tasks are assigned to the agents.
7. Optional: Enter a priority in the Rank field to determine scope priority when tasks or tasks are shared between scopes.
   Lower numbers indicate a higher priority.
8. Right-click the menu bar and select Save.
9. In the Qualifiers related list, add assignment groups or territories to the scope.
   Note:

   Each assignment group must have a unique set of technicians. A technician cannot belong to more than one assignment group. Territory-based optimization supports overlapping technicians; assignment group-based optimization does not.
10. Select Submit.
    A Schedule Optimization scope is created.