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

表 : 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

表 : 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)

表 : 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

表 : 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

表 : 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

注:

Select schedule now when the form is complete

Intraday Optimization Configurations

表 : 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

表 : 7. On-demand values in Scheduling Attributes configuration

Field	Value
On Demand applicable policy	West Coast Dispatcher

表 : 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