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Siebel Field Service Guide > Setting Up and Using Scheduling > Locking Schedules and Assignments (End User)This task is a step of Process of Scheduling Activities. Users can set two flags for an activity to freeze (lock) its scheduled time or assignment:
Even if these flags are set, an activity can be rejected from the schedule if it violates a hard constraint. However, the Optimizer does not attempt to change the activity's Planned Start, Planned End, or Employees fields, so that it remains on the user's calendar. Reducing the number of hard constraints used in the schedule can minimize the possibility of rejecting an activity. NOTE: It is recommended that activities with a status of Done should have the Lock Assignment and Lock Schedule flags set to TRUE. Where an activity violates a hard constraint, the Lock Assignment and the Lock Schedule flags are both set to TRUE, and the activity is not loaded into memory or updated. Table 34 describes the general behavior of the ABS and the Optimizer when the Lock Assignment and Lock Schedule flags are used. Table 35 describes the effects of the Lock Assignment and Lock Schedule flags on appointment booking. The ABS performs validation before scheduling an activity. If the activity has the Lock Assignment flag set without having an owner, the ABS generates a validation error and the activity is not loaded into the cache. The user must correct the error and retry. Similarly, with the Lock Schedule flag set, the Planned Start/End must be set before the user clicks the Book Appointment button. Otherwise, the ABS cannot find an appointment. NOTE: During loading or when the Insert Activity method is called (this method is the same as the GetConfirmedAppointment method—see GetConfirmedAppointment Method for more information), if an activity with both flags set cannot be scheduled, the ABS does not reset the activity's status to Unscheduled. The activity status remains unchanged. However, the activity is not present in the ABS cache; it only appears as scheduled in the system. |
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Siebel Field Service Guide |