Scheduling Health dashboard

Use this dashboard to view technician metrics, task metrics, and Schedule Optimization configuration details.

Required ServiceNow AI Platform roles

• The wm_basic role is needed to view the dashboard Overview tab.
• The schedule_optimization_planner or schedule_optimization_user is needed to view the Schedule Optimization tab.

Access the Scheduling Health dashboard

To open the dashboard, navigate to:

• All > Field Service > Administration > Health Check
• All > Schedule Optimization > Administration > Health Check

Use cases

For examples of how different people in your organization would use this dashboard, see these use cases.

User	Dashboard use
Dispatcher	Identifies factors that prevent a work order task from being assigned. Click any area of the chart to see corresponding records.
Admin	Admins have the capabilities of a dispatcher and can update the information that is missing from the record. Click any area of the chart to see corresponding records.

Overview Data Visualizations

Table 1. Technician metrics

Title	Type	Source table	Description
Technicians without work schedule	Single Score	sys_user	The number of technicians who don't have a work schedule.
Technicians without location	Single Score	sys_user	The number of technicians whose user record doesn't have a location.
Technicians without location coordinates	Single Score	sys_user	The number of technicians whose user record doesn't have latitude and longitude.
Technicians without skills	Single Score	sys_user	The number of technicians with no skill assignments.
Technicians with invalid skills	Single Score	sys_user	The number of technicians with one or more empty skill assignments.
Technicians without parts	Single Score	sys_user	The number of technicians with no parts in their personal stockroom.

Table 2. Task metrics

Title	Type	Source table	Description
Tasks without duration	Single Score	wm_task	The number of tasks that don't have a duration.
Tasks without location	Single Score	wm_task	The number of tasks that don't have a location.
Tasks without location coordinates	Single Score	wm_task	The number of tasks that don't have latitude and longitude.
Tasks without optimization value	Single Score	wm_task	The number of tasks that don't have an optimization value.
Tasks without skills	Single Score	task_m2m_skill	The number of tasks with no skill requirements.
Tasks without parts	Single Score	wm_task	The number of tasks with no part requirements.
Tasks without technician preferences	Single Score	wm_task	The number of tasks that don't have technician preferences.

Schedule Optimization Data Visualizations

Title	Type	Source table	Description
Total number of technicians	Single Score	sys_user	The number of technicians who will be included in the next optimization run.
Total number of tasks	Single Score	wm_task	The number of tasks that will be included in the next optimization run.
Next optimization run time	Date/Time		The date and time of the next scheduled optimization run.

Filters

The Type filter contains two choices, batch and intraday. Your selection outputs one of the following subsequent filters.

Name	Type	Description
Batch	Single select	Generate a report based on the selected batch configuration.
Intraday configuration	Single select	Generate a report based on the selected intraday configuration.