Siebel Field Service Guide > Setting Up and Using Scheduling > Creating Constraint Sets for Scheduling >
This task is a step in Process of Setting Up Scheduling.
Constraints are created using the Constraint Wizard, which walks you through this process step-by-step. You choose a constraint template and then either select or fill in the appropriate values.
CAUTION: Do not define contradictory constraints. For example, the following two constraints conflict if both are hard constraints and the duration for the activities is less than two hours:
A field service engineer must work a minimum of four hours per day.
A field service engineer can have no more than two activities per day.
If both are hard constraints, the Optimizer cannot find a solution and fails to schedule these activities.
Be sure to test new constraints before releasing them into a production environment; leaving them as soft constraints may help to avoid problems. However, too many soft constraints hamper performance, so there must be a balance.
To create constraints
- Navigate to the Administration - Scheduling screen > Constraints view.
- Create a new record and follow the Constraint Wizard steps.
See Predefined Constraints for more information about the constraints from which you can choose.
- When the constraint is complete, click Save.
The Save a Constraint dialog box appears.
- Enter a name for the constraint and click Save.
The Constraints list reappears. You can now define constraint sets that can be associated with a service region. See Defining Constraint Sets for more information.