Scheduling Health dashboard

  • Release version: Australia
  • Updated March 12, 2026
  • 4 minutes to read
    • Summarize
    Summarized using AI
    This content was generated using new OpenAI-powered functionality. Results are provided on an as is basis and are not guaranteed to be accurate or complete.

    Summary of Scheduling Health Dashboard

    The Scheduling Health dashboard provides insights into technician and task metrics, along with Schedule Optimization configuration details. Accessing this dashboard helps users monitor key performance indicators necessary for effective scheduling and resource management.

    Show full answer Show less

    Key Features

    • Required Roles: Users need the wmbasic role to view the Overview tab, and either scheduleoptimizationplanner or scheduleoptimizationuser roles for the Schedule Optimization tab.
    • Accessing the Dashboard: Navigate through: All > Field Service > Administration > Health Check or All > Schedule Optimization > Administration > Health Check.
    • Data Visualizations: The dashboard includes various metrics for technicians and tasks, providing a comprehensive view of operational readiness.

    Key Outcomes

    By utilizing this dashboard, users can:

    • Identify issues affecting task assignment and resource allocation.
    • View technician metrics such as those without work schedules, locations, or skills.
    • Analyze task metrics, including those lacking necessary details like duration or location.
    • Understand upcoming Schedule Optimization runs and their parameters through filters for batch and intraday configurations.

    This enables improved decision-making and operational efficiency within the ServiceNow framework.

    Use this dashboard to view technician metrics, task metrics, and Schedule Optimization configuration details.

    schedule health dashboard

    Required ServiceNow AI Platform roles

    • The wm_basic role is needed to view the dashboard Overview tab.
    • The schedule_optimization_planner or schedule_optimization_user is needed to view the Schedule Optimization tab.

    Access the Scheduling Health dashboard

    To open the dashboard, navigate to:

    • All > Field Service > Administration > Health Check
    • All > Schedule Optimization > Administration > Health Check

    Use cases

    For examples of how different people in your organization would use this dashboard, see these use cases.
    User Dashboard use
    Dispatcher Identifies factors that prevent a work order task from being assigned.

    Select any area of the chart to see corresponding records.
    Admin Admins have the capabilities of a dispatcher and can update the information that is missing from the record.

    Select any area of the chart to see corresponding records.

    Overview Data Visualizations

    Table 1. Technician metrics
    Title Type Source table Description
    Technicians without work schedule Single Score sys_user The number of technicians who don't have a work schedule.
    Technicians without location Single Score sys_user The number of technicians whose user record doesn't have a location.
    Technicians without location coordinates Single Score sys_user The number of technicians whose user record doesn't have latitude and longitude.
    Technicians without skills Single Score sys_user The number of technicians with no skill assignments.
    Technicians with invalid skills Single Score sys_user The number of technicians with one or more empty skill assignments.
    Technicians without parts Single Score sys_user The number of technicians with no parts in their personal stockroom.
    Technicians without time zone Single Score sys_user The number of technicians who don’t have a time zone set on their user record.
    Technicians with invalid location coordinates Single Score sys_user The number of technicians with invalid latitude and longitude values. For example, coordinates with more than one decimal point.
    Table 2. Task metrics
    Title Type Source table Description
    Tasks without duration Single Score wm_task The number of tasks that don't have a duration.
    Tasks without location Single Score wm_task The number of tasks that don't have a location.
    Tasks without location coordinates Single Score wm_task The number of tasks that don't have latitude and longitude.
    Tasks without optimization value Single Score wm_task The number of tasks that don't have an optimization value.
    Tasks without skills Single Score task_m2m_skill The number of tasks with no skill requirements.
    Tasks without parts Single Score wm_task The number of tasks with no part requirements.
    Tasks without technician preferences Single Score wm_task The number of tasks that don't have technician preferences.
    Tasks without location time zone Single Score wm_task The number of tasks that don’t have a time zone set.
    Tasks with scheduled start in the past Single Score wm_task The number of tasks whose scheduled start time is at least one day in the past.
    Tasks with window end in the past Single Score wm_task Tasks with the window end that was at least one minute ago.
    On route tasks without actual travel start Single Score wm_task The number of tasks that have been accepted and the agent is on route, but no travel start time is set.
    On-site tasks without on-site arrival Single Score wm_task The number of tasks that have been accepted and the agent has arrived, but no on‑site arrival time is set.
    Tasks with invalid skills Single Score cmn_skills The number of tasks with assigned skills that don’t exist in the cmn_skills table.

    Schedule optimization scheduling health metrics

    Schedule Optimization Data Visualizations

    Title Type Source table Description

    Total number of technicians

    		 Single Score sys_user The number of technicians who will be included in the next optimization run.
    Total number of tasks Single Score wm_task The number of tasks that will be included in the next optimization run.
    Next optimization run time Date/Time The date and time of the next scheduled optimization run.

    Filters

    The Type filter contains two choices, batch and intraday. Your selection outputs one of the following subsequent filters.
    Name Type Description
    Batch Single select Generate a report based on the selected batch configuration.
    Intraday configuration Single select Generate a report based on the selected intraday configuration.