Create a scheduling attribute for Schedule Optimization

  • Release version: Washingtondc
  • Updated February 1, 2024
  • 1 minute to read

    • Create the scheduling attributes to specify which tasks to optimize and define the rules to perform the optimization.

    Before you begin

    Role required: wm_admin

    Configuring Schedule Optimization must be set up.

    Procedure

    1. Navigate to All > Schedule Optimization > Administration > Scheduling Attributes.
    2. Select New.
    3. On the form, fill in the fields.
      1. Provide a name.
      2. Select the default policy.
      3. Select a travel estimate provider.
      4. Select a travel estimate configuration.
        For more information, see Setting up a travel estimate provider.
    4. Select Submit.
    5. Select the configuration.
    6. Select the Tasks tab to choose the task conditions to be considered when optimization runs.
    7. Optional: Enable dispatchers to run optimization for a group or territory from Dispatcher Workspace by adding a policy to the On-demand applicable policies related list.
      Note:
      Dispatcher can manually trigger optimization to run for different policies at any time. For example, adding a policy that allows overtime will enable dispatchers to run optimization if agents are running behind schedule.
      1. In the On-demand applicable policies related list, select Edit.
      2. Add a policy.
    8. Select Submit.

    What to do next

    Create a batch for Schedule Optimization