Understand Scheduling Models

Create a bridge between a virtual simulation environment and the daily plan. Configure scheduling templates to test different organizational models before you create actual technician assignments. Perform high-level optimization and scenario testing to ensure the final schedule is both efficient and realistic.

Search Models

To manage your scheduling templates:

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

2. Use the top header to filter by Description, Operations Center (mandatory), or Active/Default status.

3. Click Search.

Create a new scheduling model

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

2. Click New Model.

3. Fill out the mandatory header data:

   • Operations Center and Simulation Rule: Select from previously registered options.

   • Template Description: Provide a unique name.

   • Crystallize (Confirmable): Enable this if you want to allow the virtual plan to be transferred to the real plan.

   • Automatic Validation: Enable this to send tasks to mobile devices immediately upon crystallization.

4. Select optimization features:

   • Optimize Resources: Performs detailed local optimization after the initial rough scheduling.

   • Duration Prediction/Team Suggestion: Enable these to use AI-driven features.

5. Click Insert.

Configuring Resource Groups

Once the model is created, you must select which resources are subject to the scheduling algorithm through three primary tabs.

Work Teams (Fixed Teams)

This tab lists all existing teams for the Operations Center.

1. Click a team row to select it.

2. Click Toggle Uses Overtime if the team is authorized for extra hours.

3. Click Configure to set Activity Integration:

   • Set to None to prevent extra tasks from being added.

   • Use the Not in Team flag to determine if technicians are transferred as a fixed unit or are available for dynamic team composition.

Formations (Dynamic Teams)

Use this for teams that the system creates.

1. Click Associate Formation.

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

3. Specify the Peak (the maximum number of this formation type to instantiate).

4. Click SAVE.

5. Click Configure to set integration:

   • 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.

Crew Shells

Scheduling Counters

Counters allow you to monitor and audit the scheduling process by tracking how many orders are processed, assigned, or excluded.

Define a new counter

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

2. Click New Counter.

3. Define the following:

   • WO Filter: Choose the filter that identifies the orders you want to count (e.g., "Emergency Tasks").

   • Log Type: Select Scheduling Log (admin view) or Log and Totals Archive (chart/dashboard view).

   • Assignment Type: Choose whether to count Assigned, Not Assigned, or Debriefed orders.

   • Stages to Monitor: Check the processing phases (e.g., Start, End, or Intermediate).

4. Click Save.

Monitoring Results

To view the results of your counters:

1. Navigate to the Calendar (as described in previous sections).

2. Right-click a specific process run.

3. Select Scheduling Log or Scheduling Counts to see the numerical breakdown of your defined filters.

Define Counter WO Filters

If the specific criteria you need for a counter doesn’t exist, you must create it. See Define Work Order Filters for scheduling.