Run optimization for your groups or territories from Dispatcher Workspace

  • Release version: Xanadu
  • Updated August 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.

    Schedule Optimization considers the agent's start and end locations from the Agent Schedule Attribute Plans table for the given day if the Territory Planning plugin is activated. For more information, see Activate Field Service Territory Planning.

    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. Optional: Select the pencil icon to edit the policy you want to use to run optimization.
    5. Select Run optimization.
    6. Optional: Select Pause scheduled runs to schedule tasks manually.
      Note:
      Schedule Optimization data does not auto refresh. Enable auto refresh in the settings.