Bundling rules

The bundling rules are a registry of rules that allow users to create bundles based on their criteria.

Access information about rules

Rules contain useful information about bundles, such as the:

• Id

• Code

• Description

• Priority

• Manual Execution

• Automatic Execution

• Active

• Default

• Automatically bundle partial operations

Find the bundling rules

To find the bundling rules:

1. Click Job bundler > Configuration > Bundling rules.

2. To apply search filters, enter criteria in the filters in the side panel, such as:

   • Code: The rule identification code

   • Description: A description of the rule

   • Priority: The order the rules are processed in when bundled

   • Active: Allows searches for active bundling rules

     • Note: The flag is used by default.

   • Default: Allows searches for default bundling rules

     • Note: The flag is used to set the default bundling rule when creating a manual bundle from the daily plan.

   • Manual Execution: Allows searches for manual processing bundling rules

   • Automatic Execution: Allows searches for automatic processing bundling rules

   • Min Operations Number: The minimum amount of WO operations within the bundle

     • Note: The default min operations number is 2.

   • Max Operations Number: The maximum number of WO operations within the bundle

     • Note: The default max operations number is 100.

   • Max Bundle Duration: Shows the maximum duration of the bundle in minutes

   • Technical Object Bundling Type:

     • Same Technical Object: Allows equal technical objects to be bundled

     • Same Parent: Allows equal parent nodes of the facility structure to be bundled

     • Same Root: Allows equal roots of the facility structure to be bundled

   • Location bundling type:

     • Same Municipality

     • Same Street: Allows searches for bundling rules for equal municipalities and streets

     • Same Street Number: Allows searches for bundling rules for equal municipality, street, and street number

   • Same Request Type

   • Same Service Type

   • Same Facility Type: Allows searches for bundling rules for equal technical object type

   • Same Operation Type

   • Same Team Cardinality

   • Automatically bundle partial operations: Allows bundles to be automatically created from closed bundle parents with some interventions executed with partial outcomes

Bundling rule processing

To create bundles, run rule processing manually or automatically.

Process rules manually

Either:

1. In the list of bundling rules, click the Three dots menu.

2. Select Process.

Or:

1. In the list of bundling rules, click the Three dots menu.

2. Enter the rule details in "View" or "Edit" mode.

3. In the operations bar, click Process.

   • Optional: To process several selected rules, select Process Selected Bundling Rules.

Note: Rules are verified as active and flag manual execution is selected, taking into account the priority and active rules.

Process rules automatically

• To launch a rule through automatic bundling, the administrator can use the path: Main menu > Technical settings > Queue processing.

• To update your bundles at the end of the task processing:

  1. Cancel all bundles that can still be scheduled. See Use processing logs. 

  2. Create new bundles respecting the criteria and priorities of the configured rules.

Note: Depending on the queue, tasks can be scheduled once or several times during the day.