Using dynamic scheduling

Dynamic scheduling increases the efficiency of Field Service Management by automatically assigning tasks to the agents.

Dynamic scheduling can run in one of two modes: manually or automatically. For manual operation, dispatchers select a set of tasks and then click Auto Assign to prioritize and assign the tasks. For automatic operation, dispatchers can choose to run dynamic scheduling immediately upon task creation or at a specified interval. Using task filters you can identify some tasks to be assigned manually while others can be set up for auto assignment.

• Select and assign multiple tasks
  Dispatchers can select multiple tasks on which to run dynamic scheduling.
• Assigning preferred agents to work on tasks
  Preferred agents are agents who are most familiar with the context of tasks they've been assigned and are preferred by customers. For example, they could be agents who work on-site at a customer premise or are associated with the customer contracts or entitlements.
• Prevent assignment of work order tasks to excluded field service agents
  Prevent the dynamic scheduling of work order tasks to excluded field service agents. Administrators or dispatchers can manually assign work order tasks to excluded agents, if required.
• Display the task assignment debug log
  Display information from the task assignment debug log in the Confirm Assignment pop-up window.
• Set agent status from the mobile UI
  Field service agents can indicate their status from the mobile UI and let dispatchers know if they are ahead of schedule, behind schedule, or on time.
• Set agent status from the desktop
  Field service agents can indicate their status from the desktop and let dispatchers know if they are ahead of schedule, behind schedule, or on time.
• Work order task start and end dates
  Dynamic scheduling uses work order task Window start and Window end dates to schedule tasks.
• Ignoring travel time of field service agents
  You can choose to assign work order tasks to the highest ranked agents without taking into account travel time.
• Field Service Management Access Hours Management
  With Field Service Management Access Hours Management, you can schedule work order tasks only during the explicitly defined access hours.