Set up Dynamic Scheduling for work orders and tasks

  • Release version: Washingtondc
  • Updated February 1, 2024
  • 2 minutes to read

    • Dynamic Scheduling allows administrators to customize task assignments to suit their organization's needs.

    Before you begin

    Role required: admin

    About this task

    Dynamic Scheduling streamlines task assignments in Field Service Management by allowing administrators to tailor configurations to their organization's requirements.

    This config targets the Work Order Task [wm_task] table by default but can also work with the Work Order [wm_order] table. One key feature is the unassignment option, which allows the system to reassign tasks based on their importance. This is enabled by default but can be disabled if necessary.

    As part of the configuration, create task filters to identify specific lists of tasks, create task ordering rules, and define any task unassignment constraints.
    Note:
    • Dynamic scheduling can have only one configuration for each task table.
    • To use dynamic scheduling, select this task assignment method on the Field Service Configuration screen.
    • If you disable the Un-assignment check box, the Un-Assignment Constraints related list is removed from the form.

    The Dynamic Scheduling Config for Work Order configuration is provided with the Dynamic Scheduling plugin. Modify this configuration to meet your needs or use it as an example for creating your own configuration.

    Procedure

    1. Navigate to All > Field Service > Administration > Dynamic Scheduling Configuration.
      The Dynamic Scheduling Config For Work Order form is displayed.
    2. Select a table in the Task Table field.
      By default, this configuration uses the Work Order Task [wm_task] table. For Field Service Management, you can also select the Work Order [wm_order] table.
      Note:
      Dynamic scheduling can have only one configuration for each task table.
    3. Optional: Customize Un-assignment option.
      • Decide whether to enable or disable the Un-assignment option.
      • When enabled, dynamic scheduling can unassign tasks to prioritize more important assignments based on task ordering rules.
      • Disabling the option removes the Un-Assignment Constraints related list from the form.
    4. Configure estimated travel time and distance to task location using system properties.
      • Determine how to calculate estimated travel time and distance for agents.
      • Choose between using Google Maps API or straight-line estimates. For more information, see properties for calculating estimated travel time and distance.
      • If Google Maps API is selected, ensure the appropriate geolocation property is enabled.
      Note:
      To calculate the estimate time it takes for an agent to get to the task location,consider the following:
      • If the Use Google Maps API for travel time estimates geolocation property is enabled, then you can select Google Maps API or straight-line estimates in the properties for calculating estimated travel time and distance.
      • If the Use Google Maps API for travel time estimates is not enabled, then the system uses the value in the Estimated Travel Duration field in the work order task to determine task assignment for the agent.
    5. Click Update.