Create matching rules for intraday events

  • Release version: Australia
  • Updated March 12, 2026
  • 2 minutes to read

    • Create matching rules to specify which tasks and technicians to include in prioritized intraday optimization runs.

    Before you begin

    Set up prioritized intraday optimization with matching rules

    Role required: wm_admin

    About this task

    Create matching rules within a specific intraday optimization configuration. Matching rules execute in order based on the Execution Order field, with lower numbers processing first.

    Procedure

    1. Navigate to All > Schedule Optimization > Intraday Optimization > Configurations.
    2. Select the configuration where you want to add the matching rule.
    3. In the Matching Rules tab, select New.
      A new window opens with the Matching Rule form.
    4. Complete the form.
      Table 1. Matching rules form
      Field Description
      Execution Order Order in which the rule processes:

      Rules with lower numbers process first. All rules execute from the lowest to the highest order numbers, regardless of order in the list.

      For example, matching rule with order 100 includes technicians with specific skills who are available within a defined time frame.

      When technicians match the criteria, they’re included in optimization. When no technicians meet the criteria, the second rule (order 200) runs with broader criteria.
      Active Select the check box to enable the rule.
      Table Table with the records that the matching rule applies to.

      Select Intraday Event or an extension of that table.
      Conditions Conditions in which the matching rule applies.

      Define conditions that classify which types of events the rule executes for.
      Matching Indicates the option to match the rules.

      Select Selection Criteria to use the supported criteria for radius and skills. Other options require custom configuration.
    5. Select Submit.
    6. If you selected Selection Criteria in the Matching field, add one or more matching criteria in the Matching Criteria related list.
      Available matching criteria:
      • Affected task(s) — identifies tasks directly affected by the prioritized event
      • Affected technician(s) — identifies technicians directly affected by the prioritized event
      • Retrieve task(s) based on skills — identifies tasks whose required skills match the criteria
      • Retrieve task(s) within radius — identifies tasks located within the defined radius of the intraday event
      • Retrieve technician(s) based on skills — identifies technicians whose skills match those required by the intraday event
      • Retrieve technician(s) within radius — identifies technicians located within the defined radius of the intraday event
    7. Choose which event types use matching rules.
      1. Navigate to All > Schedule Optimization > Intraday Optimization > Event Types.
      2. For each event type you want to optimize with matching rules, set the Prioritized field to True.

    Result

    The matching rule is added to the configuration and executes when the specified conditions are met during prioritized intraday optimization.