Set up and configure Automatic Scheduling guide

Follow this step-by-step guide to enable Automatic Scheduling or virtual planning. Configure filters, priorities, simulation rules, and scheduling models.

How to set up automatic scheduling

The steps below describe, from start to finish, how to configure FSM Desktop for Automatic Scheduling. Each step is mandatory unless otherwise specified.

1. (OPTIONAL) Configure the Work Order (WO) filters to define what types of activities to schedule automatically.

   • See Use the Main Search Filter

   • You can create one or more filters if the scheduling is differentiated by activity type or other criteria.

   • You don’t need to create a WO filter if all activities are scheduled with a single Scheduling Model. 

2. (OPTIONAL) Configure WO Priorities to automatically schedule orders based on priority or urgency. 

   • See WO PRIORITY RULES DEFINITION

3. Configure the Simulation Rule to be able to aggregate the WOs Filters and WO PRIORITIES in a single rule.

   • The rule is always recalled in the scheduling model that will be created in the following steps. 

   • See Simulation Rules

4. (OPTIONAL) Creation of static crews to consider in the scheduling and define their availability. Remember to define the Scheduling Area if needed. 

   • See Create, View, and Edit Crew Shells

5. (OPTIONAL) Creation of dynamic crews (Formations) to be considered in scheduling and defined in their availability. 

   • See DYNAMIC CREWS CONFIGURATION

6. Creation of a Scheduling Model to be used in the Scheduling virtual plan. 

   • See Scheduling Models

7. (OPTIONAL) VRP process association for single scheduling model. Associate the VRP process by clicking the Options button for the single defined scheduling model. Add the VRP configuration. If no process is configured, the VRP process defined at the CO level is considered. Definition of the scheduling parameters to tune. 

   • See: 

     • VRP PROCESS CONFIGURATION

     • INTEGRATION PARAMETERS

8. Associate the Scheduling Model for each Operations Center. 

   • See BRANCH CONFIGURATION

9. Daemons Configuration. 

   • See DAEMONS CONFIGURATION

10. Configure the Matrix to be used by the Scheduling Engine (VRP). 

    • See: 

      • MATRIX CONFIGURATION

      • IMPORT GEODATABASE AND VRP GRAPH

11. Configure parameters for System/Operation Center/Scheduling Model. 

    • See SCHEDULING PARAMETERS CONFIGURATION

12. (OPTIONAL): Enable Automatic scheduling powered by AI: Job Duration, Team Suggestion e/o ML intraday scheduling. 

    • See AI MODULE ENABLING

13. Scheduling Management and simulation processing. 

    • See SCHEDULING MANAGEMENT/SIMULATION

14. (OPTIONAL): Automatic Scheduling Calendar Setting. 

    • Further details are reported in the following section: AUTOMATIC SCHEDULING PLANNING VIA CALENDAR

15. (OPTIONAL): Evaluate the scheduling results by right-clicking the Model and selecting Daily Plan. 

    • See AUTOMATIC SCHEDULING PLANNING VIA CALENDAR

16. (OPTIONAL): VRP Log Analysis. 

    • See: SCHEDULING LOG ANALYSIS; INTEGRATION PARAMETERS

17. (OPTIONAL): Scheduling Data Model Analysis. 

    • See DATA MODEL ANALYSIS

18. (OPTIONAL): Scheduling Models Results Compare. 

    • See SCHEDUILING MODELS COMPARE

19. (OPTIONAL): Additional scheduling features: Day Saturation Rules, Daily Engagement Rules, Activity Rules. 

    • See: 

      • Configuring Activity Rules

      • DAY SATURATION RULES

      • DAILY ENGAGEMENT RULES