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Siebel Field Service Guide > Setting Up and Using Scheduling > Running Contract Scheduling (End User)This task is a step of Process of Scheduling Activities. Contract Scheduling is a feature of the Optimizer that is designed for rapid scheduling of service appointments while maintaining the critical Optimizer requirements: enforcement of contractual deadlines and use of constraints when searching for solutions. When Contract Scheduling is invoked, the Optimizer does not unschedule any other activities. However, it does attempt to see if it can create any slack before inserting an activity. For example, if there are two half-hour spaces within an employee's schedule and a user attempts to contract schedule a 45-minute appointment, the Optimizer attempts to slide the other appointments around to create a contiguous 45-minute space where the appointment can be placed. The Optimizer is multithreaded, which means that it can take multiple requests at the same time. For example, two users can invoke Contract Scheduling at the same time. However, because the Optimizer can only process one request at a time, simultaneous requests are queued so that multiple users can submit requests to the Optimizer without any problems. When the Optimizer is performing optimization, users can still submit requests. The Optimizer queues those requests and processes them at the level set by the Optimizer - Save interval parameter or when optimization completes. Companies with the following needs may use Contract Scheduling:
Users can run Contract Scheduling from three locations in Field Service:
Insert Activity ButtonThe Insert Activity button obtains, for a selected activity, either a confirmed appointment from the ABS or runs the Optimizer to schedule the activity. The Insert Activity button is similar to the Contract Schedule button in the Activities screen > Schedule view. Before using this button, make sure the following conditions are met:
The choice of sending the Insert Activity request to the ABS or Optimizer depends on the Earliest Start and the Latest Start values. These values determine whether the activity falls within the ABS or the Optimizer horizon:
Contract Schedule ButtonThe Contract Schedule button has the same function as the Insert Activity button. See Insert Activity Button and Schedule View for more information. Load ButtonThe Load button for activities is intended for synchronizing data in the cache if there have been manual changes to an activity. The choice of sending the activity to the ABS or the Optimizer cache depends on these conditions:
See Loading Activities for Service Regions for more information. |
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Siebel Field Service Guide |