The Configurable Resource Sequences feature allows you to define and manage custom sorting orders for resources in the Daily Plan, Multi-Day Plan, and Saved Searches views. You can organize resources like technicians, teams, and crews to fit your specific operational needs or personal preferences.
This feature, also known as Resource Sorting Configuration, helps schedulers organize how resources are displayed, making planning more efficient.
Key Concepts of Resource Sorting Configuration
The Resource Sorting Configuration offers several key functionalities:
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Custom Resource Order: You can define the display order of resources in your planning views and search results.
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Reusable Configurations: Create and save multiple sorting setups. You can set one as the default for your operation center.
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Granular Visibility Controls: Choose to keep your configurations private or share them with everyone in your operations center.
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User-Centric Flexibility: Customize the resource list to match your unique scheduling and monitoring workflows.
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Support for All Resource Types: You can use this feature for individual technicians, fixed teams, and crew shells.
Use Cases
You can use this feature in many scenarios:
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Prioritized Scheduling: Place high-priority crews at the top of your list.
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Geographic Grouping: Group teams by region for more efficient route planning.
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Training or Shadowing: Temporarily reorder resources to help with mentoring and training assignments.
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Individual Preferences: Customize the list order to align with your personal planning habits.
Feature Availability and Activation
The Configurable Resource Sequences feature was released in Wave 2, 2025, and is available now.
To use it, you must configure new sorting criteria. These criteria will then be available to dispatchers in their daily and multi-day planning views. If you do not configure any new sorting, the system will use the default sorting method from the previous Wave 1, 2025 release.
Accessing Order Configurations
To manage resource sorting, go to the Order Configurations monitor from the main menu. This monitor shows all your defined sorting configurations in a table, with a filter panel on the right.
You can use these filters to find a specific configuration:
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Operation Center: Filter by the organizational unit.
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Code: Filter by the configuration's specific code.
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Label: Filter by the name of the configuration.
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Active: View only active, inactive, or all configurations.
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Shared: Filter to see configurations shared with others, not shared, or both.
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Default: Show only configurations marked as the default.
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Only mine: Display only the configurations you can see.
The Order Configuration List
The Order Configuration list provides the following information for each configuration:
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ID: The unique internal identification code.
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Code: The specific code assigned to the configuration.
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Label: The name of the configuration.
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Operation Center: The organizational unit it's associated with.
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Order: The display position in the list (lower values appear at the top).
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Active: Indicates if the configuration is currently active. Only active configurations are available for use.
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Shared: Indicates if the configuration is shared with other members of the operation center.
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Default: Indicates if the configuration is automatically loaded when you open a plan.
From the list, you can rearrange columns, change the order of rows, create a new configuration, and refresh the table.