Understand scheduling models

To ensure the final schedule is efficient and realistic, test scenarios through simulations. To optimize technicians’ schedules, test different organizational models. 

Search models

To manage your scheduling templates:

1. Navigate to Configuration > Scheduling Optimization > Scheduling Models.

2. In the Model filter tab, enter your operations center.

3. Optional: Enter:

   • Description.

   • Creation date.

4. If needed, click the Only active models checkbox.

5. Click Search.

Create a new scheduling model

1. At the bottom, click the New model button.

2. In the General parameters tab, enter mandatory information:

   • Operations center

   • Selection mode

   • Description

3. If needed, check these boxes:

   • Active: Indicate if the model is active or inactive.

   • To crystallize: Transfer the virtual plan to the real plan.

   • Automatic validation: Once crystallized, send tasks to mobile devices immediately.

4. Click Insert.

Configure resource groups

Once you create a model, select the resources that will be scheduled.

Use formations

To configure who is assigned tasks:

1. Click Associate formation.

2. Drag and drop formation types from the Available list to the Associated list.

3. To indicate the maximum number of this formation type, in the Peak field, enter an integer.

4. Click Save.

5. To set integration, click Configure:

   • By team: The system adds tasks to the whole team.

   • By single resource: The system assigns tasks to individuals if the team is not needed.

Use crew shell

Important: Integration is currently not available for crew shells.

Monitor with scheduling counters

Counters allow you to monitor and audit the scheduling process. Define new counters

To track how many orders are processed, assigned, or excluded:

1. From the Scheduling model edit screen, click Scheduling Counters.

2. Click New Counter.

3. Define:

   • In the WO filter field, choose the filter that identifies orders you want to count.

   • In the Log type field, select:

     • Scheduling log: For the administrator view.

     • Log archive:

     • Totals archive: For the chart or dashboard view.

   • In the Assignment type field, choose if these types of orders count:

     • Assigned

     • Not Assigned

     • Debriefed

   •  In the Stages to monitor field, check the processing phases:

     • Start.

     • End.

     • Intermediate.

4. Click Save.

Monitor results

To view the results of your counters:

1. Navigate to the calendar.

2. Right-click a specific process run.

3. To see the numerical breakdown of your defined filters, select either:

   • Scheduling log.

   • Scheduling counts.