Field Service Task Bundling components

Several types of components are installed with the activation of the Field Service Task Bundling feature including business rules, task filters and task grouping rules.

Business Rules

Field Service Task Bundling adds the following business rules.

Table 1. Business rules for Task Bundling

Business Rule	Table	Description
Bundle Actual Time Field Update	Work Order Task [wm_task]	Updates the Actual travel start and Actual onsite arrival fields of the bundle.
Bundle Assignment	Work Order Task [wm_task]	Updates bundled subtask assignment.
Bundle Assignment Before	Work Order Task [wm_task]	Prevents bundling when bundle Window start is before the subtask Window start. Prevents bundling when bundle Expected Start is before bundle Window start.
Bundle Change After	Work Order Task [wm_task]	Validates and updates bundles based on bundled subtasks, or validates and updates unbundled subtasks based on their previous bundle.
Bundle Change Before	Work Order Task [wm_task]	Validates and updates bundles when subtasks are added to or removed from the bundle.
Bundle Scheduled Start Change	Work Order Task [wm_task]	Initiates the scheduling of bundled subtasks.
Bundle Siblings Prevention	Work Order Task [wm_task]	Prevents duplicate task bundles from being created for the same work order.
Bundle state change	Work Order Task [wm_task]	Updates the bundle state.
Bundle subtask assignment changes	Work Order Task [wm_task]	Prevents bundled subtask assignment based on subtask state or current agent assignment.
Bundle Subtasks Changes Info Message	Work Order Task [wm_task]	Informs the user when no changes have occurred.
Bundle Task SubState Update	Work Order Task [wm_task]	Updates the substate of the bundle based on the bundle state and action taken by the agent.
Cancel Task Bundle	Work Order Task [wm_task]	Unbundles all subtasks in a bundle.
Confirm Assignment on Bundle Task	Work Order Task [wm_task]	Updates and syncs subtask state to the bundle state upon assignment by a dispatcher.
Enforce bundle mandatory fields	Task Grouping Qualifier [sn_task_grouping_qualifier]	Prevents dynamic bundling when mandatory fields are empty.
Grouping rule info message for wm_task	Task Grouping Rule [sn_task_grouping_rule]
Lock and Unlock Subtasks	Work Order Task [wm_task]	Updates subtasks schedule lock state to match bundle when bundle schedule lock is changed.
On bundle state change from Draft to PD	Work Order Task [wm_task]	Updates subtasks state to match bundle state when bundle is set to Pending Dispatch. Validates subtask state and provides error message when a subtask failed to update.
On change bundle Assignment Group	Work Order Task [wm_task]	Updates subtasks assignment group to match bundle when bundle assignment group is changed.
Prevent bundle location changes	Work Order Task [wm_task]	Validates that the bundle location equals the location of the first subtask in the bundle. Prevents bundle location from being different from the location of the first subtask in the bundle.
Prevent duplicate/multiple qualifiers	Task Grouping Qualifier [sn_task_grouping_qualifier]	Prevents bundling when both or neither Assignment group or Territory qualifiers are active. Prevents bundling when identical qualifier exists.
Prevent schedule lock update on subtasks	Work Order Task [wm_task]	Prevents subtask schedule lock from being different from parent bundle schedule lock.
Push initial subtask location to bundle	Work Order Task [wm_task]	Updates bundle location to the location of the first subtask in the bundle.
Remove subtasks they are in diff state	Work Order Task [wm_task]	Removes subtasks from bundle when subtask state is different from the bundle state.
Reschedule after Subtask Order Change	Work Order Task [wm_task]	Reschedules the bundle when order of subtasks is changed.
Set name for territory	Task Grouping Qualifier [sn_task_grouping_qualifier]	Sets the Name value of the Territory qualifier.
Subtask Order Validation	Work Order Task [wm_task]	Validates that the Order value of subtasks are unique and not empty.
SubTask Schedule State Change	Work Order Task [wm_task]	Updates the bundle and subtask states from Assigned to Scheduled when a dispatcher schedules the bundle.
Subtasks field change - not supported	Work Order Task [wm_task]	Prevents subtask estimated work duration from being manually updated based on subtask state.
Sync bundle with subtasks	Work Order Task [wm_task]	Syncs bundle with subtask values.
Sync Bundle Work Duration to subtasks	Work Order Task [wm_task]	Syncs bundle duration to the total estimated work duration of its subtasks.
Update Subtasks Schedule Method	Work Order Task [wm_task]	Syncs the scheduling method of subtasks in a bundle.
Validate Min & Max Tasks	Task Grouping Policy [sn_task_grouping_policy]	Validates that the number of subtasks in a bundle created from a policy falls between the policy minimum and maximum range.
Work duration change on bundle	Work Order Task [wm_task]	Validates that the subtask estimated work duration is less than the subtask duration of the bundle.

Task Grouping Policies

Field Service Task Bundling adds the following task grouping policy.

Table 2. Grouping policies for Task Bundling

Task Grouping Policy	Description
Default Policy	Minimum records: 2 Maximum records: 10 WOT's in Same Location Within Next 30 Days WOT's In Same Territory With Required Skill Set Within Next 30 Days WOT's In Same Territory Within Next 30 Days WOT's That Need Same Asset Within Next 30 Days WOT's With Similar Required Parts WOT's With Similar Task Skills

Task Grouping Rules

Field Service Task Bundling adds the following task grouping rules.

Table 3. Grouping rules for Task Bundling

Task Grouping Rule	Policy	Description
WOT's in Same Location Within Next 30 Days	Default Policy	Bundles tasks that are in the same Location within the next 30 days.
WOT's In Same Territory With Required Skill Set Within Next 30 Days	Default Policy	Bundles tasks that are in the same Territory and require specific skills within the next 30 days.
WOT's In Same Territory Within Next 30 Days	Default Policy	Bundles tasks that are in the same Territory within the next 30 days.
WOT's That Need Same Asset Within Next 30 Days	Default Policy	Bundles tasks that require the same Asset within the next 30 days.
WOT's With Similar Required Parts	Default Policy	Bundles tasks that require similar parts.
WOT's With Similar Task Skills	Default Policy	Bundles tasks that require similar skills.

Task Filters

Field Service Task Bundling adds the following task filters, task filter criteria, to Dynamic Scheduling.

Table 4. Configuration Task Filters

Task Filter	Conditions	Criterion	Function
Assignment : Assign Pending Dispatch Task Bundle	IsBundle = true State = Pending Dispatch Substate is not auto-assigned or empty.	Bundle: Ignore Rejected Technician Bundle: Matching Skills for Dynamic Scheduling Current Distance From Task	Assigns bundles that are in the Pending Dispatch state.
Bundle Reassignment : reassign unassigned task bundles	IsBundle = true Schedule lock = false State is one of scheduled, assigned, accepted	Bundle: Ignore Rejected Technician Bundle: Matching Skills for Dynamic Scheduling Current Distance From Task	Reassigns unassigned task bundles.

Table 5. Task Filter Criteria

Criterion	Function
Bundle: Ignore Rejected Technician	Ignores agents who have rejected a task from the bundle previously. Prevents bundles with rejected tasks from being assigned to the rejecting agent.
Bundle: Matching Skills For Dynamic Scheduling	Matches bundles that have skill requirements with agents who have those skills.
Bundle: Matching Mandatory Parts for Dynamic Scheduling	Matches bundles that have part requirements with agents who have those parts.