Schedule Optimization components

There are other types of components installed with Schedule Optimization, including tables, roles, constraints, objectives, and properties.

Tables

Field Service Schedule Optimization adds the following tables.

Table 1. Tables installed with Schedule Optimization

Table	Description
Optimization Scope snc_schedule_optim_optimization_scope	Defines the qualifiers (groups or territories), tasks, and policies to be used during optimization
Optimization Batch snc_schedule_optim_batch	Defines the optimization schedule for one, or more, scope
Optimization Feature snc_schedule_optim_optimization_constraints	Defines the objectives and constraints to be used in optimization policies Objective = soft target, optimizer tries to build a schedule that honors these goals Constraint = hard rule, optimizer must build a schedule that honors these restrictions Note: table is read only
Policies snc_schedule_optim_policy	Container record for objectives and constraints that are used for optimization
Policy Configurations snc_schedule_optim_policy_configuration	Related list table used to add objectives and constraints to a policy and to associate weights with objectives. Optimizer prioritizes adhering to the objectives with the highest weight Lower weight objectives are considered, but may have less impact on schedule
Scheduling Attribute Configuration snc_schedule_optim_sched_attr_config	Defines global and qualifier-level settings for intra-day optimization, including policy and travel estimate provider. If Global = false, Groups or Territories can be added to a configuration to override optimization settings for a particular qualifier If Global = true, settings apply to all other groups that don’t have an override Global record also includes additional settings that can’t be overwritten at the qualifier level, such as the intraday processing window and flow Determines the travel estimate vendor for batch optimization
Group Scheduling Attributes snc_schedule_optim_group_m2m_sched_attr_config	Links a Group to a Scheduling Attribute Configuration
Territory Scheduling Attributes snc_schedule_optim_territory_m2m_sched_attr_config	Links a Territory to a Scheduling Attribute Configuration Note: Only installed if FSM Territory plugin is active

Roles

Field Service Schedule Optimization adds the following roles.

Table 2. Roles installed with Schedule Optimization

Role	Description
schedule_optimization_user	User role for accessing Schedule optimization application. This role allows users to trigger on-demand schedule optimization executions.
schedule_optimization_planner	Planner role for Schedule Optimization Application. This role allows administrators to perform administration configurations for the Schedule Optimization application and perform schedule planning activities.

• Tables installed with FSM for Schedule Optimization
  The following tables are installed with the Field Service Management plugin, but are only used by Schedule Optimization.
• Optimization features used with Schedule Optimization
  Objectives and constraints are optimization features that determine how tasks are assigned to agents in Schedule Optimization.
• Schedule optimization properties
  You can set parameters that control how optimization runs.