Create a scheduling attribute for Schedule Optimization

  • Versão de lançamento: Australia
  • Atualizado 12 de mar. de 2026
  • 1 min. de leitura

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

    Antes de Iniciar

    Role required: wm_admin

    Configuring Schedule Optimization must be set up.

    Por Que e Quando Desempenhar Esta Tarefa

    Procedimento

    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 primary travel estimate configuration.
      4. Opcional: Select a secondary travel estimate provider.
        If you do not set up a secondary travel estimate provider and your primary configuration is unavailable, optimization will use the default straight-line configuration. For more information, see Setting up a travel estimate provider.
    4. Select Submit.
    5. Select the record you just created.
    6. In the Work Type Task Filters tab, select New to choose the task conditions to be considered when optimization runs.
      1. Provide a name for the task filter.
      2. Select or create a Work configuration.
      3. Use the Optimization Targets tab add one or more filter condition.
      4. Select Submit.
        Nota:
        The Optimization Restricted tab will be displayed after the task filter record is created. This read-only field shows the conditions of work order tasks that are excluded from the optimization run.
    7. Opcional: 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.
      Nota:
      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.
      3. Select Submit.
    8. Select Update.

    O que Fazer Depois

    Create a batch for Schedule Optimization