User Profile

Customer Self-Scheduling


Provide a mechanism to allow a customer to request service at a particular time of their own choosing. This can be by providing easy-to-follow instructions for exposing the Schedule Assistant in a portal, as discussed in the end of the Time Groups LMS course, or for those clients that don...

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Category: Universal Resource Scheduling (287)

STATUS DETAILS
Completed

RSO - Setting to build a schedule for an explicit date, not only relative offsets


Today the RSO can only be set up to run for a relative range: the range offset: 2 hours, 1 day, etc.

There is no way to specify "I would like to create a schedule for Monday, 3 July 2017."

This frequently results in multiple runs of the RSO to ensure the schedule is built for the...

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Category: Resource Scheduling Optimization (60)

STATUS DETAILS
Completed

RSO - Requirement Resources, add option for Required Resource and enable Constraint (not Objective) to Match Required Resources


This is key for both Field Service and Universal Resource Scheduling.

For Field Service Work Orders, certain Resources are Required on certain Work Orders; for example, because of clearance to access a particular building on a particular military base. Not realistic to create a Skill fo...

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Category: Resource Scheduling Optimization (60)

STATUS DETAILS
Completed

RSO - Aggregate Total Work Orders Scheduled, Total Work Orders Modified, Total Travel Time on Scheduling Optimization Requests and Show in grid on Scheduling Optimization Schedule form


Would be useful to display this data in the grid to compare subsequent iterations of RSO executions. Ideally, would be useful to be able to roll back to a specific iteration of the RSO if a subsequent iteration results in fewer Work Order Scheduled or more total Travel Time than a prior iterat...

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Category: Resource Scheduling Optimization (60)

STATUS DETAILS
Completed

Book - Allow the Book scheduler to offer times that are taken by Bookings in Booking Status whose Scheduling Method is Optimize, with Travel Time calculated from the previous Booking


Right now, if there are 3 Bookings on a Resource's schedule, Book or Find Availability for a fourth Work Order only finds the availability after the 3rd Booking. If those Bookings are in a Booking Status that allows Optimization, Book should consider the space before and after each of the 3 bo...

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Category: Universal Resource Scheduling (287)

STATUS DETAILS
Completed

RSO - Allow Batch Scheduling of Orders.


Currently, the RSO will schedule all Work Orders within a certain territory.

Would be great to be able to search for a batch, or subset of Work Orders in the Work Order View (or Requirements in the Resource Requirements View), multi-select, and trigger scheduling on just that subse...

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1 Comments

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1 Comments

Category: Resource Scheduling Optimization (60)

STATUS DETAILS
Completed