Siebel Field Service Guide > Setting Up and Using Scheduling > Defining Service Regions >

Creating Service Regions


This task is a step in Process of Setting Up Scheduling.

A service region is a geographic area defined by ZIP Codes and a service team. The ABS and the Optimizer handle service regions and their associated data when scheduling activities.

To create a service region

  1. Navigate to the Administration - Scheduling screen > Service Regions List view.

    The Service Regions view defines service regions in terms of the employees assigned to each region, geographic coordinates (in terms of geocode and ZIP Codes or postal codes), and the operation of the ABS and Optimizer for the selected service region.

  2. Create a new record and complete the fields as appropriate.

    Some fields are described in the following table.

    Field
    Comments

    Average Travel Speed Per Hour

    The average travel speed for field service engineers in the service region, used when the Optimizer calculates costs. See Defining Cost Functions for the Optimizer for more information.

    Average Travel Time (Minutes)

    The amount of travel time that the ABS adds to an activity when calculating the duration of an activity (work time + average travel time).

    Constraint Set

    The constraint set that the ABS and Optimizer use in optimizing the schedule for the selected service region, defined in the Administration - Scheduling screen > Constraint Sets view and the Administration - Scheduling screen > Constraints view.

    Cost Function

    The cost function that the Optimizer uses in optimizing the schedule for the selected service region. See Defining Cost Functions for the Optimizer for more information.

    Cost List

    A cost list for labor, used for calculating overtime costs. Costs Lists are defined in the Administration - Pricing screen > Cost List view. See the Siebel Pricing Administration Guide for more information.

    Minimum Travel Time

    If the calculated travel time between two activities is less than this time, the Optimizer uses this time.

    Parent Region

    Select an existing service region as the parent region for the current record. See Specifying Parent Service Regions for more information.

    Parameter Set

    The set of parameters that the ABS and Optimizer use. See Creating Parameter Sets for Scheduling for more information.

    Schedule

    The name of a schedule that the ABS uses. See Defining Schedule Hours for more information.

    Time Window

    The name of a set of time windows that the ABS uses. See Creating Time Windows for Scheduling.

    Time Zone

    The name of a time zone used by the ABS and Optimizer. Time zones are defined in the Administration - Data screen > Time Zone Administration view. See the Siebel Applications Administration Guide for more information.

    Travel Cost

    The cost of travel per unit of travel. The Optimizer uses this value when calculating the Cost Function for a schedule.

    Travel Unit of Measure

    The unit of travel (miles or KM) that the Optimizer uses when calculating the Cost Function for a schedule.

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