Understand Scheduling Management

Scheduling Management allows users to simulate, view, and manually edit resource allocation models within a "virtual world" before they are finalized. This tool is essential because it enables operations managers to compare different scheduling strategies through detailed metrics like resource saturation and travel distance. By validating these simulations, organizations can optimize workforce efficiency and ensure that all service activities are covered effectively.

Access and Search Scheduling Models

To begin, navigate to the Scheduling Management module to filter and view existing simulations.

Steps to Search

1. Navigate to MAIN MENU > FEATURES > SCHEDULING OPTIMIZATION > AUTOMATIC SCHEDULING > SCHEDULING MANAGEMENT.

2. In the top section search form, select the following:

   • Operations Center (OC): Choose the mandatory center from the dropdown.

   • Evaluation interval: Enter the From - To dates for the assessment.

   • Scheduling Models Filter: Select one or more models from the multiple-choice field.

   • Calculate Summary Data: Select this flag if you want to view advanced performance metrics (e.g., saturation, travel distance).

3. Click the SEARCH/UPDATE button.

4. View the results in the Processing List table. Each row includes the Model description, Last processing date, Processing period, and Status (Completed, Running, Error, or Pending).

Evaluate and Compare Simulation Metrics

If the Calculate Summary Data flag was selected during your search, the system provides a comprehensive list of data points to help you compare simulations.

Simulation Data Definitions

Process a New Manual Simulation

You can trigger a fresh simulation for a specific model to see how changes in parameters affect the schedule.

Steps to Process

1. In the Processing List table, right-click the simulation row you wish to run.

2. Select Process New Simulation (Icon 4).

3. In the popup window, enter the From and To dates for the processing timeframe.

4. Click Execute Model.

   • Note: If a schedule already exists, click Continue on the confirmation popup to overwrite it.

5. Check the Running Processing table at the bottom of the window to monitor status.

6. Once the status is "Completed," click CLOSE to return to the main management screen and click UPDATE to see the new data.

View Detailed Logs

While in the Process Simulation window, you can right-click a row in the Running Processing table to access:

• Scheduling Log: View specific system logs for that processing run.

• Scheduling Totals: View a table of totals calculated for each model stage and day.

• Processing Detail: View a comparison of activities processed at each intermediate stage.

Manage the Automatic Processing Calendar

Use this section to set up recurring automation for model processing.

Steps to Plan Recurring Processing

1. Right-click a simulation in the main list and select Automatic Processing Calendar (Icon 1).

2. On the Plan Processing tab, enter the following:

   • Performance period: The date range (From - To) during which the automation is active.

   • Performance schedule: The specific time of day the simulation should start.

   • Exclude holidays: Select this checkbox to skip processing on non-working days.

   • Days to process from... to...: Enter the relative day range (e.g., "1 to 2" to schedule the next two days).

3. Click PLAN.

Steps to Cancel Scheduled Processing

1. In the same window, click the Cancel scheduled processing tab.

2. Enter the Time Frame for the schedules you want to remove.

3. Click CANCEL.

One-Time Automatic Scheduling

To enqueue a specific, non-recurring simulation for a future date and time:

1. Right-click a simulation and select Schedule Automatic Processing.

2. In the Plan Processing tab, enter the:

   • Processing date and Processing schedule (time).

   • Period to process: The specific dates (From – To) the model should simulate.

3. Click PLAN.

Visualize the Schedule

To move from data metrics to a visual map or timeline:

1. Right-click any simulation in the main table.

2. Select Daily Plan (Icon 2) for a 24-hour view.

3. Select Weekly Plan (Icon 3) for a 7-day view.