Set up prioritized intraday optimization with matching rules

Configure prioritized intraday optimization to use matching rules that narrow job assignment decisions. Matching rules deliver focused, efficient job recommendations.

始める前に

Matching rules for prioritized intraday optimization require Territory-Based Optimization to be enabled. Configurations using assignment groups don’t support matching rules.

Install the Field Service Management Demo Data [com.snc.work_management.demo] plugin to access example matching rules. For more information see, Activate Field Service Management.

Role required: wm_admin

このタスクについて

Create matching rules within a specific intraday optimization configuration to control which tasks and technicians are included in optimization runs.

The matching rules execute in the order specified by the Execution Order field, with lower numbers processing first. When the demo data is installed, two example matching rules are available:

• Filter technicians for prioritized events: Includes affected technician criteria
• Filter tasks for prioritized events: Includes affected task criteria

You can use these example matching rules or create your own.

手順

1. Navigate to All > Schedule Optimization > Intraday Optimization > Configurations.
2. Select or create the configuration where you want to add the matching rule.
   • To use an existing configuration: Open the configuration record and go to step 9:
   • To create a configuration: Select New and complete the following steps.
3. Complete the form.
   • Name: Enter a descriptive name for the configuration.
   • Default scheduling attribute configuration: Select the appropriate configuration.
   • Active: Select the check box to enable this configuration.
   • Leave the Default check box clear. The default record applies system-wide settings and shouldn’t be modified for specific matching rules configurations.
4. Select Submit.
5. In the Qualifiers tab, select Edit.
6. Move qualifiers from the Collection list to the Qualifiers list and select Save.
7. Set Enable prioritized event optimization to True.
8. Add matching rules to your configuration:
   • To enable existing matching rules, continue to step 9.
   • To create your own matching rules, select Save, then see Create matching rules for intraday events.
9. In the Matching Rules tab, select Edit.
10. Move the desired matching rules from the Collection list to the Matching Rules list and select Save.
11. Choose which event types use matching rules.
    1. Navigate to All > Schedule Optimization > Intraday Optimization > Event Types.
    2. For each event type you want to optimize with matching rules, set the Prioritized field to True.

タスクの結果

When intraday optimization runs for the selected qualifier and detects an event flagged as prioritized, the system applies the configured matching rules.