Resource Scheduling Optimization configuration

Perform these configuration steps after you deploy the Resource Scheduling Optimization solution.

Enable Resource Scheduling Optimization

  1. Go to Resource Scheduling Optimization > Administration > Resource Scheduling Parameters.

    • Set Enable Resource Scheduling Optimization to Yes.

    • Set Default Goal if needed. A default goal helps speed up interactions with Resource Scheduling Optimization through the schedule board by predefining how the engine optimizes data. Users can still pick different goals.

    Screenshot of "Enable Resource Scheduling Optimization" field set to "Yes"

    • Set Connect to Maps as Yes. The connect to maps feature allows this organization to interact with the Bing Maps service that the schedule board uses.

    Screenshot of "Connect to Maps" set as "Yes."

    Note

    Only a user with the system administrator role can enable this setting.

Add required security roles to users who will configure and run Resource Scheduling Optimization

  1. Go to Settings > Security > Users, navigate to the Application Users view, and assign the Field Service - Administrator security role to the Resource Scheduling Optimization application user.

  2. Go to Settings > Security > Field Security Profiles, open Field Service – Administrator, and add Resource Scheduling Optimization to the field security profile.

Steps 2 and 3 help ensure that Resource Scheduling Optimization is able to optimize work order-related requirements and bookings.

For dispatchers who want to interact with Resource Scheduling Optimization:

  1. Go to Settings > Security > Users.
  2. Locate the user or team of dispatchers.
  3. Select Manage Roles.
  4. Grant RSO Dispatcher a security role.
  5. Select Save.
  6. Go to Settings > Security > Field Security Profiles.
  7. Open Resource Scheduling Optimization - Dispatcher and add the user or team to the profile and then select Save.

Make data changes to prepare for optimizations

The settings described here are selected and applied to all optimization scopes.

  1. Update Optimize Schedule to Yes for resources. Go to Resource Scheduling Optimization > Resources. Navigate to the Scheduling Summary view, select one or more resource records, and then select Edit to bulk edit the Optimize Schedule field to Yes.

    Note

    • After you enable your resources for Resource Scheduling Optimization, you need to set the latitude and longitude for the resources’ organizational unit or personal address, depending on whether their start/end location is an organizational unit or a personal address.
    • Start location and end location must have the same setting. For example, you cannot have the start location be a personal address and the end location be location agnostic.
  2. Configure booking setup metadata for the entity. Set Default Scheduling Method to Optimize. For example, if enabled for work order entity’s booking setup metadata, every newly created work order and related resource requirement will be configured to optimize automatically.

    Screenshot showing the Booking Setup Metadata, with Default Scheduling Method set to "Optimize."

  3. For existing resource requirement records, update the resource requirements scheduling Method. Go to Resource Scheduling Optimization > Resource Requirements, navigate to the Unscheduled Work Order Requirements view, select some or all records, and select Edit to bulk edit the Optimize Schedule field to Yes.

    Note

    Work location must be set to On Site or Location Agnostic. If On Site is the requirement, you must specify latitude and longitude.

  4. Check From Date and To Date for resource requirements to make sure the dates fall into the window you would like to schedule. You can use the bulk edit feature to update values for selected records as well.

  5. Go to Resource Scheduling Optimization > Settings > Booking Statuses and configure Scheduling Method for booking status.

    Screenshot showing active booking statuses.

    Note

    Any booking status with an empty scheduling method will be treated as Do Not Move.

    • Optimize: This status means Resource Scheduling Optimization is free to move this booking around.
    • Do Not Move: This means Resource Scheduling Optimization doesn't alter the booking. Resource Scheduling Optimization preserves the estimated arrival time and assigned resource. The booking’s start time and estimated travel duration may be changed if Resource Scheduling Optimization schedules a booking in a new location before the Do Not Move booking). This operates the same as if the user set the booking to Locked to resource + time on the scheduling lock options field.
    • Ignore: Resource Scheduling Optimization will completely ignore this booking. It will ignore for both location and time, meaning there will be overlaps. It is as if the booking doesn’t exist. Use this when the booking status is in the state of proposed or canceled.