NextGen FSM
NextGen FSM
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Manage automatic scheduling

Simulate, view, and edit scheduling scenarios generated by various models and compare them before committing to a final plan. Analyze resource effort, monitor saturation levels, and use cartographic tools for manual adjustments to proposed schedules.

Search for schedules being processed

Use this process to locate specific simulations and evaluate their performance metrics.

  1. Navigate to Features > Core > Scheduling Optimization > Automatic Scheduling > Scheduling Management.

  2. Enter the following information in the Schedules tab:

    • Operations Center (Mandatory): The Operations Center (OC) in which to search for processing schedules.

    • Evaluation Interval (From - To): The date range for the assessment.

    • Scheduling Templates Filter: Choose one or more templates associated with the OC by which to filter.

    • Calculate Summary Data: Whether to view advanced performance metrics.

  3. Click Search/Update.

For more information about the data, see Understand simulation data.

Understand simulation data

For each simulation, the following data are reported:

  • Description: The schedule’s description.

  • Last Processing Date: The last time the system processed the schedule.

  • Proc. Interval: The date range for the assessment.

  • Last Planned Day: The last scheduled day in the virtual plan

  • Processing Status: The status of the simulation process.

    • Completed

    • Ongoing

    • Error

    • Pending

  • Error Description: the error, if any, that occurred during processing.

  • Default: whether the simulation is defined as a ‘by default’ one (flag=1 in the corresponding master data).

Additional summary data

If you select Calculate summary data, the Processing List will also show the following data for a simulation:

  • % Internal Res. Utilization: Ratio between used time and availability time; it represents the occupation percentage of in-house resources in a given period, the occupation time being the time required for performing activities and for displacements.

  • % Net Util. Internal Res.: Ratio between used time and availability time; it represents the occupation percentage of in-house resources in a given period, only considering the performance of activities.

  • Tot Scheduled Work (hours): Total activities time in hours scheduled to resources (activity hours only, net of displacements);

  • Tot. Internal Res. Scheduled Work (hours): Total activities time in hours scheduled to in-house resources (activity hours only, net of displacements);

  • Tot. Internal Resources Commitment (hours): Total activity and displacement time in hours for the in-house resources (total of Total Scheduled Work and Total Displacement Time).

  • Total Displacement Time (hours): Total displacement time in hours for in-house resources.

  • Tot. Internal Resources Availability (hours): Total presence time in hours during which the in-house resources are available, net of the lunch break and of any unavailability.

  • Distance Traveled (km): Total kilometers (km) traveled in a given period by the in-house resources.

  • Overdue Activity: Total delayed agenda activities or delayed assigned activities locked on a given date (with respect to the scheduled time slot);

  • Number of resources in overtime: In-house resources with activities exceeding the resource availability schedule or starting before the resource working day begins;

  • No. Resources in Overtime: Total effort time for the resource prior to or following the availability schedule.

  • Assigned Utilization Activities: Total saturation activities assigned to in-house resources in a given period.

  • Assigned Activities Blocked on Date: Total locked activities assigned to in-house resources in a given period.

  • Tot. No. Assigned Activities: Total activities assigned to resources in a given period.

  • No. Activities Assigned to Internal Resources: Total activities assigned to in-house resources in a given period.

  • Due Date Expired Not Assigned Activities: Number of saturation activities not assigned within the reference Model.

  • Tot. Unassigned Date Locked Activities: Number of locked activities in the day and not assigned within the reference Model.

  • Tot. Unassigned Date Locked Expired Activities: Number of expired locked activities not assigned within the reference Model.

Process a New Manual Simulation

Run a new on-demand processing for a specific Model and timeframe.

  1. In the Processing List table, right-click the desired schedule.

  2. Click Process New Simulation.

  3. In the Process Simulation window, enter the From and To dates for the period you wish to schedule.

  4. Click Execute Model. If a schedule already exists for these days, a pop-up will ask you to confirm that you want to overwrite previous results.

  5. Click Continue.

  6. The status will show as Ongoing in the "Running Processing" table.

  7. After the status updates to Completed, click CLOSE to return to the main list.

Manage Automatic Processing Calendars

Schedule the system to automatically run simulations at recurring intervals.

  1. In the Processing List table, right-click the desired schedule.

  2. Click Automatic Processing Calendar.

  3. Under the Plan Processing tab, fill out:

    • Implementation Period (From - To): The date range during which this automatic task should remain active.

    • Processing time: The exact time of day the simulation should launch, in HH: MM format.

    • Days to Process (From... To...): Define which future days the system should schedule. For example, from one to two days ahead.

    • Exclude holidays: Whether to skip processing on days the OC is closed.

  4. Click PLAN.

Enqueue a Specific Automatic Process

Schedule a single, non-recurring automatic process for a future date.

  1. In the Processing List table, right-click the desired schedule.

  2. Click Schedule Automatic Processing

  3. Enter the following information:

    • Processing Date/Schedule: The day and time the system should start the calculation.

    • Period to Process (From - To): The operational days the system needs to schedule.

  4. Click PLAN.

Analyze Simulation Details and Logs

Review the granular data and technical logs for a completed simulation.

  1. Right-click a row in the Running Processing table

  2. Click Scheduling Log. This displays a step-by-step history of the algorithm's actions.

  3. Click a specific row in the Processing List table to open Processing Detail. This shows the success rate and counters for each stage of the scheduling engine.

  4. Right-click a simulation and select Scheduling Totals to see a day-by-day table of calculated effort and saturation.