Configure an Operations Center

Create an Operations Center (OC) to define your organizational hierarchy. This process links your physical work locations with the logical structures and geographic layers utilized by the scheduling engine.

OCs control dedicated sets of resources and Work Order (WO) types. They are commonly defined by three main factors:

• Personnel: Both technical office staff (planners, dispatchers) and field technicians.

• Territorial competence: The specific geographical area the OC is responsible for managing.

• Independent scheduling: The ability to handle localized resource management and scheduling.

Prerequisites

• Understand Organizational Hierarchys

Add a new OC

To add a new OC:

1. Navigate to Configuration > Core > Organizational Structure > Operations Center.

2. At the bottom of the interface, click Add Operations Center

3. Fill in the following fields:

   • Code: a unique code for the OC.

   • Structure: select a Reference Structure code for the OC.

   • Description: a description for the OC.

   • Disable Manual Scheduling History: whether to disable the OC’s scheduling archive.

   • HR code: the OC’s external HR or ERP systems code

   • Plant Layer: the OC’s facility object

   • Country: the country where the OC is located.

   • X: the OC’s latitudinal geographic coordinate.

   • Y: the OC’s longitudinal geographic coordinate.

   • Timesheet Profile: the OC’s timesheet profile type.

4. Click Insert. The OC will appear in the Operations Center list.

Add more information to an OC

To configure each OC with more specific information:

1. Navigate to Configuration > Core > Organizational Structure > Operations Center.

2. Click the three-dots menu for an OC.

3. In the pop-up window, select one of the following functions:

   • Display: to view the OC.

   • Modify: to modify the OC.

   • Operations Center Composition: to define the administrative area of the OC.

     • See Define Operations Center Territory.

   • Default Addresses Configuration: to set the OC’s default address.

     • See Configure default geographical addresses

   • Daily Plan History Settings: to set a recurring snapshot of the Daily Plan at an OC.

   • Associated Work Centers Settings: to associate a Work Center type with an OC.

   • Manned Facilities Group Composition: to associate a set of facilities with an OC.

4. In the new interfaces that appear after you select the function, enter the required information.

5. Click Close to return to the Operations Center list.