Use the capacity saturation monitor

View fixed appointments and residual availability per time slot. Bridge the gap between capacity-based simulations and real-time scheduling constraints. 

Prerequisites

Before you start:

• Configure scheduling tasks.

  • See Configure scheduling tasks.

• Configure cleanup and data retention.

  • See Configure cleanup and data retention.

Configure scheduling tasks

To set up how scheduling tasks run:

1. Access either your:

   • System environment configuration.

   • Properties editor.

2. To establish the background task parameters, add or update these properties:
   

   company.job.SCHEDULING-VirtualSchedulingEnqueue.mode=EVERY_TIME
   company.job.SCHEDULING-VirtualSchedulingEnqueue.queueName=parking
   company.job.SCHEDULING-VirtualSchedulingEnqueue.task=+/scheduling/bl/automaticscheduling/virtual/task/BTVirtualSchedulingEnqueue
   company.job.SCHEDULING-VirtualSchedulingEnqueue.description=Virtual Scheduling Enqueue
   company.job.SCHEDULING-VirtualSchedulingEnqueue.user=[system]
   

3. Open your queue management dashboard.

4. Verify the Elaborate queued schedulings task actively runs in the assigned queue.

Configure cleanup and data retention

To set up a data cleanup and retention process:

1. Open your system settings configuration tool.

2. Define the cleanup job parameters:
    

   company.job.SCHEDULING-BookingVirtualSchedulingClean.mode=EVERY_TIME
   company.job.SCHEDULING-BookingVirtualSchedulingClean.queueName=parking
   company.job.SCHEDULING-BookingVirtualSchedulingClean.task=+/scheduling/bl/automaticscheduling/virtual/task/BTBookingVirtualSchedulingClean
   company.job.SCHEDULING-BookingVirtualSchedulingClean.description=Booking Virtual Scheduling Clean
   company.job.SCHEDULING-BookingVirtualSchedulingClean.user=[system]
   

3. Locate the historical depth control parameter in your system properties:

   • company.fsm.optimization.virtualSchedulingCleanDaysBac

4. To determine the data retention behavior, enter an integer value.

   • For example, setting this to 1 deletes all simulated schedules that start before 00:00 the previous day. This only leaves data from the previous day up to the current processing horizon.

Use zone capacity simulations

To manage booking performance by zone or operations center (OC), ensure optimal resource utilization and prevent overbooking.

Find a zone capacity simulation

To search for a zone capacity simulation:

1. In NextGen FSM, navigate to Features > Booking > Capacity Saturation Monitor [BETA].

2. In the Filter panel, select an OC.

3. Optional: To refine your search, select:

   • Simulation: Choose from active simulations for the selected OC.

     • Note: Only configurations using “By resource” capacity grids are displayed.

   • Start date: Choose the day the simulation begins for the calendar view.

     • Note: The system defaults to the current date.

   • Simulation zone: Select a zone defined within the simulation.

     • Note: This list populates dynamically.

4. Click Search.

Choose an action for simulation days

To modify simulation days or allocate resource time:

1. In the Zone calendar table, right-click any single simulation day.

2. Select one of the context menu options:

   • Appointment list: View appointments filtered by specific grid and date.

   • Edit day: Modify the maximum and minimum appointments for a specific grid, zone, date, and time slot.

   • Resource time allocation: Display OC technician utilization for the day organized by time slot.

     • Note: This data aggregates information from the virtual daily plan, sourced from a periodic task that simulates the booking process.

View virtual daily plans

To see the effects of simulations in the virtual daily plans:

1. At the bottom-left of the Zone calendar table, click the More actions submenu.

2. To view simulated resource commitments populated by the background booking engine simulation, select Virtual daily plan.

Review simulation results

To see how the simulation went:

1. Go to the Zone calendar table.

2. To shift the displayed timeframe, in the header, click the directional arrows:

   • Next day

   • Previous day

   • Next week

   • Previous week

3. Examine the table structure, which automatically adjusts based on your grid configuration:

   • OC level: Displays a single row for the entire OC and simulation.

   • Zone level: Displays one row for each specific zone.

4. To view configured slots for each row, see the Time column.

5. Review the metrics in each Day/Slot intersection:

   • Minimum appointment thresholds.

   • Number of appointments fixed in the slot.

   • Alerts if there are appointments booked using the back-up logic.

Use appointments

Find out when resources have appointments.

Access appointment lists

To view past or future appointment lists:

1. In NextGen FSM, navigate to Features > Booking > Capacity Saturation Monitor [BETA].

2. Navigate to the top level of the Zone calendar table.

3. Click the Appointment list button to view all appointments based on these active filters:

   • Operation center.

   • Simulation.

   • Zone.

   • Start date.

4. To shift the view to the previous or next week or month, use the navigation buttons:

   • Next day.

   • Previous day.

   • Next week.

   • Previous week.

View appointment list details

To see details about the appointment:

1. Go to either:

   • Table level.

   • Day context menu

2. Click the Appointment list button.

3. In the panel, review the key appointment details:

   • Associated capacity simulation grid.

   • Reference zone.

   • Scheduled date.

   • Scheduled time.

   • Order codes.

   • Client information.

   • Supply addresses.

   • Current appointment status.

4. For any specific appointment row, select:

   • Appointment details: Click to view comprehensive appointment data.

   • Work order: Click to view the associated WO details.

Use slots

A resource’s time is allocated into slots throughout the day.

Create slots

To make a new slot:

1. Select your desired day and zone.

2. Click the Edit day panel.

3. To open the creation panel, in the table header, click New slot.

4. Enter values into:

   • Slot start.

   • Slot end.

   • Max appointments.

   • Optional: Enter a Min appointments.

5. Click Save.

Note: The system automatically validates that newly created slots do not overlap with existing slots for the same day and zone.

Edit slots

To change a slot:

1. Navigate to Configuration > Booking > Capacity Grid Simulation [BETA].

2. In the Filter panel, select an OC and any desired parameters.

3. Click Search.

4. In the Capacity grid simulation table, right-click a specific cell where Day / Zone or Day / OC intersect.

5. Select Edit day.

6. Review the read-only header fields:

   • Grid name.

   • Zone.

   • Selected day.

7. To view the slot records table, go to the main section of the panel with:

   • Slot start.

   • Slot end.

   • Max appointments.

   • Min appointments.

   • Fixed appointments.

8. Checks for appointments booked using the forced booking procedure or back-up logic.

9. To modify or delete slots, click:

   • Slot modification: Opens a sub-panel to modify max and min appointment values.

     • The system validates that the min value doesn’t exceed the max value.

   • Slot deletion: Deletes the slot only if fixed appointments equal zero.

     • If fixed appointments are greater than zero, deletion is blocked and an error message appears.

Monitor resource time allocation

To see how time is allocated in timeslots:

1. Right-click a simulation day.

2. To open the monitor, select Resource time allocation.

3. To refine the technician utilization view, use these filters:

   • Skill: Display only resources with the selected skills.

   • Scheduling area: Only display resources with the selected standard scheduling areas associated with single teams.

4. Review the adjusted table configuration with columns for technicians and time.

5. To view the available and unused time metrics, hover the cursor over a Day / Slot intersection.

6. To read the detailed tooltip components, hover the cursor over a Day / Slot intersection and see:

   • Availability: Available time for resources in the timeslot.

   • Work time: Time assigned to activities.

   • Travel time: Travel duration.

   • Unused time: Unused capacity for resources in the timeslot.

   • Red highlight: Zero availability (no remaining time) within that specific cell slot.

7. To see the aggregated totals for all displayed metrics, review the Summary row.

Use the scheduling model

Review how the schedule currently works and find ways to improve your process.

Access processing parameters

To see the parameters that process the model:

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

2. In the List of scheduling models table, click an active scheduling model.

   • Note: This command is enabled only for models of the booking with scheduling type.

3. To open the configuration interface, select the Processing parameters tab.

Define processing rules

To make rules to process your scheduling model:

1. In the List of scheduling models table, click your active scheduling model.

2. Click the Processing parameters tab.

3. Click either:

   • Create a new processing rule.

   • Define a new processing rule.

4. Enter:

   • Day: The specific day(s) of the week the process should run.

   • Interval: Defines the frequency of the launch.

   • Start / end: The time window in the day when the periodic task is active.

   • Process day: The future time range that the simulation should consider.

Check model metadata

To find metadata about your model:

1. Navigate to Features > Booking > Capacity Saturation Monitor [BETA].

2. Next to your model, click the Three dots menu.

3. Select Model processing.

4. Review the metadata fields for your selected booking model:

   • Booking model description: The name and specific details of the model

   • Last processing execution date: The timestamp of the most recent run

   • Last processing interval: The exact duration of the previous execution

   • Processing status:

     • Completed

     • Running

     • Failed

   • Error: Detailed logs of any issues encountered during the last run

   • Processing period start - end: The specific time horizon covered by the last simulation

Force a manual process launch

To check if capacity is saturated:

1. Navigate to Features > Booking > Capacity Saturation Monitor [BETA].

2. Click the Model processing button.

3. To trigger an on-demand calculation, click Process.

4. Check if the system blocks execution based on the mandatory validation checks:

   • Period validation: The system verifies that the requested processing period is less than or equal to the limit defined in the parameter: company.fsm.optimization.maxPeriodBookingWithScheduling.

   • Concurrency check: 

     • Same model: If an execution for the same model is already in progress, the system blocks the launch and returns a blocking error.

     • Global Queue: The system counts all active and planned Booking model processes. If the total exceeds the limit defined in the following parameter, a blocking error is returned:company.fsm.optimization.maxPlannedBookingSchedulingProcesses.

Review execution logic

To understand how the configuration works:

1. Open the background processing configuration.

   • Note: The system automatically enforces core constraints to ensure consistency between simulation and reality:

     • The periodic process utilizes the exact same scheduling algorithms used during the live appointment booking phase.

     • The task respects the same constraints, business rules, and activity types as the real-time booking engine.

2. A background task creates a launch record based on your configured parameters.

3. The engine executes the simulation using the shared booking logic.

4. The system writes the results directly to the virtual daily plan.