Understand simulation rules

To ensure automatic scheduling is precise and aligned with current operational constraints, run simulations with specific WOs and priority rules. Include specific order types, manage dynamic teams, or handle on-call availability. 

Create new simulation rules

To set a rule to run a simulation:

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

2. At the bottom, click the New rule button.

3. Enter:

   • Operations center: Select the reference operations center (OC).

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

4. Optional: Enter additional information like:

   • Enable: Check the box to make the rule active.

   • WO priority: Select a predefined priority to define how orders are ranked.

5. If needed, click either section to add additional information:

   • Activity filter 

   • On duty availability / emergency management filters

6. Click Insert.

Search for rules

To locate a specific simulation rule in the Set rules list table:

1. At the top, use the Simulation rules filter.

2. You can enter:

   • Operations center

   • Description

3. You can toggle the Active checkbox if the rule is active or inactive.

4. Click Search.

Edit simulation rules

To change simulation rules:

1. In the List of defined rules table, click the row of the rule.

2. Update information like:

   • Operations center.

   • Description.

3. Optional: Select a new WO priority from the dropdown.

4. Optional: Manage associated WO filters.

   • See Add associated WO filters.

   • See Remove associated WO filters.

5. Click Save.

Add associated WO filters 

To add WO filters to either the Activity filter section or the On duty availability / emergency management filters section:

1. Click either section:

   • Activity filter.

   • On duty availability / emergency management filters.

2. Go to one of the subsections.

   • For example, the WO inclusion filters (with OR logic) section.

3. Select a WO filter from the dropdown.

4. Click the Add button.

Remove associated WO filters

To disassociate a WO filter:

1. Click the section you want to change:

   • Activity filter.

   • On duty availability / emergency management filters.

2. Find the subsection you want to modify.

3. Find the filter in any of the lists:

   • For example, the Associated WO filters list.

4. On the right, click the Remove WO filter from rule icon.

Logic hierarchy and rules

When a simulation runs, it follows these logical steps:

Note: If you don’t want to test specific scenarios, quickly run a full-scope simulation without filters.