Configure optimization for prioritized events

Configure prioritized event optimization to enable schedule adjustments in response to critical, same-day events.

始める前に

To set the system properties for the prioritized event mode, see Schedule Optimization properties.

Role required: wm_admin

手順

1. Navigate to All > Schedule Optimization > Intraday Optimization > Event Types.
2. In the Prioritized field, set the value to true for the event types you want to include in immediate optimization.
   注:

   Only three event types may be enabled for prioritized optimization at one time. Ensure that only the most critical events are enabled.
3. Open the record for each event type you selected.
4. Ensure that the Active and Prioritized check boxes are checked.
5. Select Save.
6. Navigate to All > Schedule Optimization > Intraday Optimization > Configurations.
7. Open the non-default intraday configuration that you want to enable prioritized mode for.
8. In the Qualifiers tab, set Enable prioritized event optimization to true for the group or territory you want to include in immediate optimization.

   If the qualifier is not listed, select Edit to add an existing qualifier to the list.

   注:

   • Overlapping territories. When priority optimization runs for an overlapping territory, the scope of the optimization will be limited to the impacted territory only. Tasks and technicians from the overlapping territories will not be considered.
   • Technician Assignment: If a technician is part of two territories, they will only be sent to one. Ensure that each technician is assigned to the most appropriate territory to simplify the process and maintain maximum performance.
9. Select Update.

タスクの結果

When the selected event type occurs, optimization runs shortly after. This creates an event for the task, which then generates a prioritized job. The task is assigned accordingly. When an event no longer meets the defined condition, it's removed from prioritized optimization and also from the scheduled intraday run to ensure consistency.