Day Saturation Management

Day Saturation allows you to limit the automatic scheduling of operational resources by reserving time for non-routine or extra activities. By defining these rules in either absolute minutes or percentages, you ensure that staff are never 100% "saturated," preventing burnout and maintaining flexibility. This document provides the specific steps required to create, search for, and associate these rules with your teams.

Create a New Day Saturation Rule

Follow these steps to define a new rule for resource availability.

1. Navigate to MAIN MENU → CONFIGURATION → SCHEDULING OPTIMIZATION → DAY SATURATION.

2. Click on the Operations submenu and select NEW RULE.

3. Enter a unique Code and Description for the rule.

4. In the Unavailability Rules Type dropdown, select either Percentage or Absolute.

5. Enter the numerical Value (minutes for absolute, or the percentage amount).

6. Define the Validity Interval by entering the From and To dates.

7. Select an Operations Center from the dedicated field and click ADD (repeat for multiple centers).

8. Define active days by selecting specific days, Festive days, or Day before holiday from the field and clicking ADD.

9. Click INSERT to save the rule.

Search and Edit Existing Rules

Use this process to locate specific rules or update their parameters.

1. Navigate to MAIN MENU → CONFIGURATION → SCHEDULING OPTIMIZATION → DAY SATURATION.

2. Click Day Saturation Rules in the Operations submenu.

3. Enter your search criteria (e.g., Code, Operations Center, or Validity Interval) in the top form.

4. Click the SEARCH button.

5. From the List of Unavailable Scheduling Rules table, click the row of the rule you wish to view.

6. In the editing window, modify the Rule Code, Description, Type, or Validity as needed.

7. To add/remove locations or dates, select the item in the field and click ADD or use the delete function within the table.

8. Click SAVE to apply changes.

Associate Rules with Resources and Teams

After a rule is created, it must be assigned to specific personnel or teams to take effect.

1. Navigate to MAIN MENU → CONFIGURATION → SCHEDULING OPTIMIZATION → DAY SATURATION.

2. Select Associate Saturation Rules from the Operations submenu.

3. Enter the Rule Description or Operations Center and click SEARCH.

4. Select the desired rule from the List of Associations table.

5. Navigate to the Resources tab to select personnel from the Internal Resources To Be Used table.

6. Navigate to the Branch Teams tab to select teams from the Work Team table.

7. Click SAVE to finalize the association.