Use the capacity saturation monitor

View fixed appointments and residual availability per time slot. Bridge the gap between capacity-based simulations and real-time scheduling constraints.

Prerequisites

Before you start:

• Configure scheduling tasks.

  • See Configure scheduling task.

• Configure cleanup and data retention.

  • See Configure cleanup and data retention.

• Configure advaced booking

  • See Configure Resource Capacity booking

Use zone capacity simulations

To manage booking performance by zone or OC, ensure optimal resource utilization and prevent overbooking.

Find a zone capacity simulation

To search for a zone capacity simulation:

1. Open the Capacity saturation monitor.

2. In the right panel, access the search filters.

3. Select an active simulation from a specific OC.

4. To refine your search, use the filters:

   • Simulation: Choose from active simulations for the selected OC.

     • Note: Only configurations using "By resource capacity" grids are displayed.

   • Start date: Choose the beginning date for the calendar view.

     • Note: The system defaults to the current date.

   • Simulation zone: Select a zone defined within the simulation.

     • Note: This list populates dynamically.

5. Click Search.

Review simulation results

To see how the simulation went:

1. In the Capacity saturation monitor interface, find the main results table.

2. To shift the displayed timeframe, in the header, click the directional arrows.

3. Examine the table structure, which automatically adjusts based on your grid configuration:

   • OC level: Displays a single row for the entire OC and simulation.

   • Zone level: Displays one row for each specific zone.

4. To view configured slots for each row, find the Time column.

5. Review the metrics in each Day/Slot intersection or use the tooltip hovering on a cell:

   • Minimum/Maximum appointment thresholds.

   • Number of appointments fixed in the slot.

   • Alerts if there are appointments booked using the back-up logic.

Choose an action for simulation days

To modify simulation days or allocate resource time:

1. In the results table, right-click any single simulation day.

2. Select one of the context menu options:

   • Appointment list: View appointments filtered by specific grid and date.

   • Edit day: Modify the maximum and minimum appointments for a specific grid, zone, date, and time slot.

   • Resource time allocation: Display OC technician utilization for the day organized by time slot.

     • Note: This data aggregates information from the virtual daily plan, sourced from a periodic task that simulates the booking process.

   • Duplicate validity period for operation center: Duplicate existing time slot in a new period.

   • Not scheduled appointments: View appointments with a confirmed date that the
     booking virtual model has not yet scheduled in his simulation (present only if these appointments exist).

View virtual daily plans

To see the effects of simulations in the virtual daily plans:

1. At the bottom-left of the main interface, click the More actions submenu.

2. To view simulated resource commitments populated by the background booking engine simulation, select Virtual daily plan.