Example- Schedule Optimization

This example shows three different ways admins can configure the optimization engine to schedule tasks.

Admins can configure Schedule Optimization to run overnight in batches to schedule a larger number of tasks or throughout the day at selected intervals based on events. Admins can also enable dispatchers to initiate Schedule Optimization from Dispatcher Workspace by configuring on-demand optimization.

In this example, the organization is ensuring that agents complete as many tasks as they can during their shift without spending a lot of time traveling between tasks. A policy is configured to maximize assignments and minimize travel time. On-demand optimization is enabled for the dispatchers who are assigned to this group of agents.

Admin Core Configurations for Schedule Optimization

Table 1. Schedule Optimization Properties

Field	Value
Qualifier type for Schedule Optimization	Assignment Group
Number of seconds used for task scheduling resolution	1
Maximum number of location points allowed in a map provider call	300

Table 2. Policies

Field	Value
Name	Maximum Assignments
Active	true
Constraints	Default values
Overall objectives	Maximize travel time (weight 1) Maximize task assignments (weight 1) Maximize assignments to earlier shifts (weight 1)

Table 3. Scheduling Attributes

Field	Value
Name	West coast config
Active	True
Travel estimate provider	Beans.ai
Default policy	Maximum Assignments
Straight line estimate config	West Coast
Tasks	State is one of: Pending dispatch or Scheduled
On Demand applicable policy	West Coast Dispatcher

Batch Optimization Configurations

Table 4. Batch

Field	Value
Name	West Coast weekly
Schedule start date	2023-12-01
Run frequency	Every 7 days
Batch start time	22:00
Batch end time	3:00

Table 5. Scope

Field	Value
Name	West Coast-Next 7 days
Active	True
Scheduling attribute configuration	West Coast config
Rank	1
Assignment horizon offset	00
Assignment horizon range	Days 7
Optimization Batch	West Coast weekly
Start date	2023-12-01
Batch start time	22:00
Batch end time	3:00
Assignment group	San Diego North

Note:

Select schedule now when the form is complete

Intraday Optimization Configurations

Table 6. Intraday Configurations

Field	Value
Name	West Coast
Active	True
Default scheduling attribute configuration	West Coast config
Default	False
Flow	Schedule intraday jobs (default)
Default processing window	Workday 9:00-5:00
Assignment group	San Diego South - Enable On Demand = True San Diego North - Enable On Demand = True

On-demand Optimization configurations

Table 7. On-demand values in Scheduling Attributes configuration

Field	Value
On Demand applicable policy	West Coast Dispatcher

Table 8. On-demand values in Intraday configurations

Field	Value
Assignment group	San Diego South - Enable On Demand = True San Diego North - Enable On Demand = True