Siebel Field Service Guide > Scheduling Using Siebel Scheduler > Reloading the ABS and Optimizer Caches >

Moving Activities Between Service Regions


An employee can belong to only 1 service region. However, an employee can perform activities in other service regions. For example, an engineer is based in the San Francisco service region. Today is a light day for the engineer, but the San Jose service region is completely scheduled. You can handle this situation by manually scheduling activities for the engineer using the Dispatch Board. However, the Optimizer can schedule the engineer in the San Jose service region, but you must move the activity between service regions.

You can create a button or workflow that completes the following procedure. Alternatively, the Workflow Manager can initiate this process when an activity from Service Region 1 is rejected.

To move an activity between service regions

  1. Cancel the activity from Service Region 1 (for example, San Francisco).
  2. Set the activity to Service Region 2 (for example, San Jose).
  3. Load the activity into Service Region 2.
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