Schedulable bundles

A bundle is a group of related work orders that you can schedule together. This guide explains how to find and schedule these bundles in the Schedulable Bundles tab.

When a bundle is ready to schedule, all its operations are grouped. The individual operations themselves aren't listed in the Schedulable Activities tab.

Find and Schedule a Bundle

To search for a schedulable bundle and add it to your plan:

1. Go to the Schedulable Bundles tab.

2. Click the Search button to search by:

   • Bundle Header:

     • Operations Center

     • Bundle ID

     • Creation User

     • Creation Date

     • Bundle State

     • Work Order Code

     • Lock status.

   • Bundling Rules:

     • Bundling Rule

     • Execution Type:

       • Manual

       • Automatic

   • Bundle Criterion:

     • Technical Object Bundling Type:

       • Same Technical Object

       • Same Parent

       • Same Root

     • Technical Object

       • Note: This refers to Select customer/facility

     • Location Bundling Type:

       • Same Municipality

       • Same Street

       • Same Street Number

     • Municipality

     • Address

     • Street Number

     • Same Request Type

     • Request Type

     • Same Service Type

     • Service Type

     • Same Facility Type

     • Facility Type

     • Same Operation Type

     • Operation Type

     • Same Team Cardinality

     • Team Cardinality

     • Appointment Bundling Type:

       • Same Day

       • Same Slot

     • Appointment Start Date

     • Appointment End Date

3. To assign the bundle to a scheduling resource, drag and drop the bundle into the daily plan.

Understanding the Search Results

The search results show a list of schedulable bundles. Each row provides key information:

• ID

• Operations Center

• Duration

• Work Execution Interval

• Remaining Time (the time left before the bundle expires)

• Appointment Slot

• Preferred Resources

• Mandatory Resources

• Creation Date

• Operation Number

• Locked (indicates whether you can cancel the bundle)

See more information

1. Click the Three dots menu next to any row.

2. Select Bundle Detail.