Add constraints to a policy

Add constraints to Schedule Optimization policies to define the mandatory conditions technicians must meet to be considered for a task.

Before you begin

Role required: wm_admin

About this task

Constraints are mandatory conditions embedded in policies that determine whether an assignment group can be considered for a task. If an assignment group does not meet a constraint, it is excluded from consideration. For example, if the Enable Mandatory Skills constraint is active, only assignment groups with agents who have the required skills are considered for task assignments. For a list of constraints, see Objectives and constraints used with Schedule Optimization.

Procedure

1. Navigate to All > Schedule Optimization > Administration > Policies.
2. Select the policy.
3. Select the Constraint tab.
4. Select New.
5. In the Optimization Features field, select the Lookup icon () and select the constraint to add.
6. Select Submit.