Use automatic and manual scheduling to assign work sequences to resources. Minimize travel and balance resource availability with workload demands. Identify the most efficient operational plan before creating an actual schedule.
Understand schedule types
Manual scheduling and automatic scheduling manage how plans operate.
Manual scheduling
Manually group, review, and adjust task sequences before dispatch. To access different views:
-
The daily plan and the multi-day plan display verified results.
-
The weekly plan provides broader oversight.
See:
Automatic scheduling
To simulate operational scenarios and identify the most efficient path:
-
Navigate to Features > Scheduling Optimization > Automatic Scheduling.
-
Enter resource data parameters.
-
To add it to the real schedule, click Confirm.
Understand core scheduling entities
Schedule activities with two primary data types:
-
Resources: Defined by their departure and arrival addresses, work calendars, movement types, scheduling areas, and specific skill sets.
-
Activities: Defined by geographic coordinates, expected duration, priority, required skills, and the number of resources required.
Identify key elements
Correctly profile resource data, such as:
-
Movement type: Define the correct road-speed data, such as:
-
On foot.
-
Bike.
-
Car.
-
-
Clocking logic: Choose if the resource is:
-
Always available.
-
Mandatory clock-in (standard for emergency services).
-
Mobile only.
-
-
Scheduling areas: Limit a resource’s operational boundary.
Correctly profile work order (WO) data, such as:
-
Time windows: Assign activities in specific appointment slots or multi-week key intervals.
-
Resource cardinality: Define if an activity requires a single technician or a multi-skilled team.
Pre-allocation: Set a mandatory or preferential link to a specific resource if required.