Use workload distribution rules

To accommodate shifting demands and avoid disruptions during seasonal peaks, companies distribute work across the year. Workload distribution rules help companies spread out work when business is slow and allocate resources where they are needed most when there is high-demand. For example, off-peak service is listed as high-priority to minimize the workload in the busy season.

Before you start

• See workload distribution.

Configure a workload distribution rule

1. In the FSM app, click Configuration > Forecasting & capacity planning > Workload distribution rule.

2. To search for existing records, use the filter panel.

3. At the top-right of the page, click New to create a new one.

4. Fill in all mandatory fields in the form.

5. To create the rule, click Save.

Edit workload distribution rule

1. Select a rule.

2. To edit the rule or see more details, click the Three dots menu.

3. A new page will open, so you can define more rules.

4. On the left side of the table, define different rule combinations based on the Activity, Operation Type, and Urgency triplet.

   • At least one of these three fields needs to be populated. 

   • The rules only apply to the defined combinations. 

5. On the right side, define the distribution rules over time:

   • Start date

   • End date

   • Distribution percentage

6. Confirm the load is correctly configured with green status icons on every activity.

What’s next

• Associate a workload distribution rule with a workload analysis.