Run optimization for your groups or territories from Dispatcher Workspace

  • Release version: Washingtondc
  • Updated February 1, 2024
  • 1 minute to read
  • Reassign tasks and maximize productivity by running Schedule Optimization on demand when scheduling conditions change.

    Before you begin

    Role required: schedule_optimization_user

    About this task

    Schedule Optimization can be configured to run the optimization engine in batches overnight or at selected intervals throughout the day in response to canceled tasks and other triggers. This procedure describes how dispatchers can run optimization on demand from Dispatcher Workspace.

    For more information on running the optimization engine automatically, see Configuring Schedule Optimization.

    Procedure

    1. Navigate to All > Field Service > Dispatching>Dispatcher Workspace.
    2. Select Dispatcher workspace in the left navigation.
    3. Select Optimization summary in the contextual side panel.
    4. Select Run optimization.