Set up and use the Real-Time Model

Manage scheduling and automate the Daily Plan reorganization based on real-time field progress, such as:

• Task completion status.

• Technician GPS locations.

Create a new real-time model

To create a new model:

1. Navigate to Features > Core > Daily and Multi-day Plan > Daily Plan.

2. Click the Reprocessing tab. 

3. In the list of resources, select the resource you want to configure.

4. Click Configure Model. 

5. In the Real-Time Scheduling Models List window, click New Model. 

6. Click the General Parameters tab.

7. Enter:

   • Description: A description of the model.

   • Extended description: A detailed explanation of the model’s purpose.

   • Automatic validation: Whether to automatically validate the sequence against real-time information.

   • Active: Whether to activate the model.

   • To crystallize: Whether to crystallize the sequence for the model.

   • Default: Whether the model is the default scheduling model.

8. Click the Advanced Parameters tab.

9. Enter:

   • Detailed total: Whether to show the detailed total.

   • Duration prediction: Whether to show the predicted task duration.

   • Team suggestion: Whether to show the suggested team for a resource.

10. Click the Reprocessing Parameters tab. 

11. Enter:

    • Simulation rule: The rule for the system to process and assign orders.

    • Exchange activities among resources: Whether to allow the model to switch activities between resources. 

      • See Add activities and skills to a model.

    • Additional activities: Whether to let resources schedule additional activities.

    • On duty availability: Whether a resource is considered on-duty.

12. Click Insert. 

Add activities and skills to a model

To add new activities and skills to the activities list for the model: 

1. Click Configure Model. 

2. In the Real-Time Scheduling Models list window, click New Model. 

3. Click the Activity tab.

4. Enter:

   • Activity: To select an activity from the drop-down menu.

   • Exchange activities among resources: To determine whether to allow the model to switch this activity between resources.

5. Click Add. 

Add a WO and work cycle to a model

To add a WO type and work cycle to the WO / Cycle list:

1. Under the WO / Cycle type section, enter:

   • WO type: The type of WO.

   • Work cycle: The type of work cycle.

   • Exchange activities among resources: Permission to allow the model to switch activities among different resources for this work cycle.

2. Click Add. 

Create a new model sequence

1. To view and select a new scheduling model, click New Model Sequence.

2. Enter:

   • Description: A description of the model.

   • Automatic Validation: Permission to determine if the sequence automatically validates against real-time information.

   • Active: Whether the model is active or not.

   • To crystallize: Permission to determine if the model sequence crystallizes.

3. Click Save.

Edit an existing model

To edit an existing scheduling model:

1. Navigate to Features > Core > Daily and Multi-day Plan > Daily Plan.

2. Click the Reprocessing tab. 

3. In the resource list, select the resource you want to configure.

4. Click Configure Model. 

5. In the Real-Time Scheduling Models List window, click your scheduling model. 

6. In the Scheduling Model interface, edit the information.

7. Click Save.

Automate high-priority assignments

If you have urgent tasks that need immediate automated placement in a plan:

1. Navigate to one:

   • Clipboard

   • Schedulable Activities

   • Urgent

2. Select activities you want to assign to the real time model.

3. Navigate to the Reprocessing tab.

4. Click Assign Selected. 

Audit and compare plan changes

To review the effects of changes in your daily plan:

1. Click Archive. 

2. In the Reelaboration History window, select a row to inspect specific details:

   • Excluded Resources: View which technicians were skipped and why.

   • Plan Edits: View all confirmed, canceled, or new WOs for each resource.

3. To see a before-and-after of the Gantt chart, click Open processing snap-shot.

Set up automation calendars

To add a new automated cycle to the daily plan:

1. Click Processing Parameters.

2. In the Processing Parameters pop-up window, select a model from the Model drop-down menu.

3. Set these fields:

   • Day.

   • Start time.

   • End time.

   • Cyclic nature.

     • The system requires a minimum reprocessing cycle of 20 minutes.

4. Select or deselect the Automatic Validation checkbox.

   • Automatic: Sends updated schedules directly to technicians’ mobile devices.

   • Manual: A dispatcher must review changes before they are sent to the field.

5. Click Add.

Sync field progress

To ensure your plan reflects real-time:

1. Go to the Day Parameters section.

2. Choose an action:

   • Enable synchronization: Determine if the technician's last GPS and status synchronization updates the daily plan.

Set activation time: Determine if the sync is enabled only after a specific time of day.