Understand Simulation Rules

Simulation Rules act as the "instruction manual" for the scheduling engine, determining which Work Orders are included in a processing run and what priority logic they must follow. By combining specific WO Filters with a Priority Rule, users can fine-tune the scope of a simulation—such as including only specific order types, managing dynamic teams (Formations), or handling "on-call" availability. This ensures that the automatic scheduling output is precise, realistic, and aligned with current operational constraints.

Creating a New Simulation Rule

1. Navigate to Configuration > Scheduling Optimization > Simulation Rules.

2. Click New Rule.

3. Enter the following information:

   • OC: Select the reference Operations Center.

   • Description: Provide a clear name for the simulation rule.

   • Active: Ensure this flag is checked to enable the rule for use.

4. Select a WO Priority Rule from the dropdown to define how orders are ranked.

5. Associate filters in the secondary section:

   • WO Inclusion Filters: Select a filter and click ADD to restrict the simulation to specific work types. If no filters are added, all work orders will be included.

   • Formation Filters: Add filters to define sets of activities specifically for dynamic teams.

6. Click Insert.

Search for Rules

To locate a specific simulation rule:

1. Navigate to the top search section.

2. Filter by Description, Reference OC (Operations Center), or Rule Status (Active/Inactive).

3. The Set Rules List table at the bottom will display the matching results.

Edit an existing simulation rule

1. Click the row that corresponds to the rule you wish to edit in the Set Rules List.

2. To update basic info, edit the Description, Organization, or Active status.

3. To manage Priority Rules:

   • Select a different WO Priority Rule from the dropdown or remove the current one.

4. To manage Associated WO Filters:

   • To Add: Select a filter from the dropdown and click Add.

   • To Remove: Locate the filter in the Associated WO Filters List table and click Remove WO filter from rule.

5. To manage On-Call Availability:

   • Add or delete Inclusion/Exclusion Filters specifically for on-call periods.

   • Choose to apply these to "Working Shift + On-Call" or "Only On-Call" availability.

6. Click Save.

Logic hierarchy and rules

When a simulation runs, it follows these logical steps: