Add constraints to a policy

  • Freigeben Version: Australia
  • Aktualisiert 12. März 2026
  • 1 Minute Lesedauer
  • Constraints are requirements for the tasks that Schedule Optimization are assigned to agents.

    Vorbereitungen

    Role required: wm_admin

    Warum und wann dieser Vorgang ausgeführt wird

    Constraints are added to policies and determine the criteria that need to be met for an assignment group to be assigned a task. For a list of the constraints, see Objectives and constraints used with Schedule Optimization.

    Constraints are mandatory and tasks won't be assigned if the assignment group doesn't fit the constraint. They define the 'must-haves' for agents to even be considered for a task. Constraints are mandatory conditions embedded in policies. If an assignment group fails to meet a constraint, they're out of the running for that task. For example, if "Enable Mandatory Skills" is activated, only assignment groups with agents possessing the required skills will be considered for task assignments.

    Prozedur

    1. Navigate to All > Schedule Optimization > Administration > Policies.
    2. Select the policy.
    3. Select the Constraint tab.
    4. Select New.
    5. In the Optimization Features field, select the Lookup icon (Lookup icon.) and select the constraint to add.
    6. Select Submit.