Territory-Based Optimization

  • リリースバージョン: Australia
  • 更新日 2026年03月12日
  • 所要時間：5分

    • Enable the Field Service Territory model to focus the optimization process on territories rather than assignment groups.

    You must Configure Territory Planning. When implementing Schedule Optimization based on territories, consider the following points:

    Plugin dependencies
    Optimize tasks based on territories with Schedule Optimization when the Territory Planning plugin is installed.
    • If the Territory Planning plugin isn't installed or the Territory Model is inactive, the optimization seamlessly continues relying on assignment groups.
    • If both the Field Service Territory Planning and Schedule Optimization plugins are installed, but the Territory Model is inactive, tasks are optimized based on assignment groups. Keep territory-related batches inactive until the Territory Planning plugin is activated.
    • If both the Territory Planning and Schedule Optimization plugins are installed and the Territory Model is active, tasks are exclusively optimized based on territories. You can create scopes specifically for territories.
    Activation prerequisite
    Before activating the Field Service Territory Model, ensure batches optimized by assignment groups are inactive, and batches optimized by territories are active.
    Post-activation
    After activating the Field Service Territory Model, tasks need territories selected for Schedule Optimization to assign them to agents.
    Territory-Centric optimization
    With both plugins active and the Field Service Territory Model enabled, tasks are exclusively optimized based on territories.
    Intraday efficiency
    Resolves complexities of agents handling multiple territories in a day, especially during multiple shifts.
    Territory membership evaluation
    Optimization evaluates territory membership at the day level. When a technician belongs to multiple territories at different times within a single day, the system considers them a member of all territories for the entire day.
    Overlapping Territories management
    In the Field Service Territory Model, territories can overlap either in geography or with shared agents. Machine learning-driven capabilities consider these overlaps for effective assignment and management in task optimization.
    Agent start location
    When utilizing the Field Service Territory Model, the agents' start locations can be temporarily adjusted to a different location, with a specified start and end date. This temporary start location is utilized when assigning tasks, ensuring that logistics are optimized based on the agent's temporarily set start location. If a temporary start location is not set, or after the specified end date, the agent's location will revert to their home location. Additionally, during the agent relocation process, you can customize attributes related to agent membership and availability, allowing for flexible and efficient management of resources. For more information, see Move agents between territories in the Territory Planning console.