4Configuring a Routing Plan

Configure the Routing Plan Section of a Routing Plan

After you add or clone a routing plan, you must configure it. This includes defining the run schedule and creating filters that prioritize activities based on a variety of conditions and situational factors. Provide general details about the plan including the profile on which it is based, the routing method and the number of minutes and seconds it will run.

To configure the routing plan:

  1. Click Routing to open the Routing screen.

  2. Select Routing Plans to display the routing plans and routing profiles available for the selected bucket or resource.

  3. Click the Modify link to open the Edit routing plan screen.

  4. Click Routing Plan to expand that section.


    Image shows the Routing plan name, routing profile assigned to it and status whether it is active
  5. Identify the routing name and profile and provide other basic details.

    • Routing plan name: Enter a name that makes this plan easy to identify.

    • Routing profile: Identify the profile to which this routing plan belongs.

    • Active: Select the check box to make this plan available for routing. You can deactivate a routing plan to avoid running it accidentally. For example, if you have routing plans that you run during certain seasons or other busy times of the year, you can make them inactive until you are ready to use them.

  6. Click Add.

    Tip: If you find that routing is regularly running until the time limit, consider increasing the time limit and monitor the results to see if they are more efficient.
    If the Time Limit shows any value between 5 seconds and 20 minutes, the routing plan runs over and over again until it either finds the best match or the time limit expires, whichever comes first.

Configure the Run Schedule for the Routing Plan

The run schedule identifies when you want the plan to run, how often you want to run it, and whether you want to run it over multiple days. You can also specify the day’s activities to run the plan against. The run schedule that you choose has an effect on the information you can share with your customers through notifications. For example, if you want to launch a notification the afternoon before an activity, but you don’t run routing until the evening, your notification will not include the time slot.

To configure the run schedule for the Routing Plan:

  1. Navigate to the Routing Profiles screen and locate the routing plan that you want to configure.

  2. In the Actions column, click Modify.

    The Edit Routing Plan screen appears.
  3. Expand Run Schedule.

  4. Configure one of the following routing plans:

    1. Create a plan to start routing manually:

      1. Select Manually from the Run routing drop-down list.

      2. Enter a number in the Apply to activities within day interval field. The activities selected for this routing plan are executed within the number of days selected in this field, starting the selected day.

      3. Select the duration for which the plan must run in the Time limit field.

      This figure shows an example of a manual routing plan:

      Image shows a manual routing plan.

    2. Create a recurring routing plan:

      1. Select Recurrent from the Run routing drop-down list.

      2. Enter a number in the Apply to activities within day interval field. The activities selected for this routing plan are executed within the number of days selected in this field, starting the selected day.

      3. Select the start and end time at which the routing plan must run, in the Start time and End time fields.

      4. Enter the interval between each run in the Interval between runs in minutes field.

      5. Check the boxes corresponding to the days on which the routing plan must run recurrently, in the Activity days field.

      6. Select the duration for which the plan must run in the Time limit field. This time denotes the maximum number of minutes and seconds that the routing plan will run before producing a result. When the application launches a routing plan, it runs the plan over and over again until it either finds the best match or the time limit expires, whichever comes first. Three minutes is usually sufficient. The maximum time limit possible is 20 minutes.

    3. Create a plan that runs once a day:

      1. Select Once a day from the Run routing drop-down list.

      2. The activities selected for this routing plan are executed within the number of days selected in the Apply to activities within day interval field, starting the selected day. The default value is 1.

      3. Enter the time at which the routing plan must run, in the Time of run field.

      4. The Activity days field specifies the days on which activities are scheduled.

      5. Select the duration for which the plan must run in the Time limit field. This time denotes the maximum number of minutes and seconds that the routing plan will run before producing a result. When the application launches a routing plan, it runs the plan over and over again until it either finds the best match or the time limit expires, whichever comes first. Three minutes is usually sufficient. The maximum time limit possible is 20 minutes.

      This figure shows an example of a plan that runs once a day:

      Image shows a routing plan that runs once a day

    4. Create a plan that runs immediately:

      1. Select Immediately from the Run routing drop-down list.

      2. Select one of the following options:

        • for Urgent Activities: Activities are assigned and scheduled the same day, regardless of whether this assignment disrupts other scheduled activities. In this case, the SLA is not honored for the activity.

        • activities that correspond with filter: Only those activities that correspond to the selected filter are assigned immediately. Such activities can also be bundled with other activities that are scheduled for the same location and bucket in the near future.

          The figure shows the Run routing field in the Add Routing Plan screen:


          Image shows the Run routing field with immediately option selected.
      3. Use the Assignment and Bundling within __ day interval starting fields to configure bundling activities.

    5. Create a plan that runs sequentially after another plan:

      1. Select Sequentially from the Run routing drop-down list.

      2. Select the plan that must run before the current plan, from the after the completion of drop-down list.

      3. Select the duration for which the plan must run in the Time limit field. This time denotes the maximum number of minutes and seconds that the routing plan will run before producing a result. When the application launches a routing plan, it runs the plan over and over again until it either finds the best match or the time limit expires, whichever comes first. Three minutes is usually sufficient. The maximum time limit possible is 20 minutes.

  5. Use Street Level Routing (SLR) to obtain travel data in your routing plan:

    This feature can be used with routing runs that run Manually, Once a Day, Recurrently and Sequentially; it is not available for Immediate routing runs.

    The Run schedule section shows the Use SLR to obtain travel data check box. This indicates that the time limit includes extra time for SLR data.

    1. Select the Use SLR to obtain travel data check box.

    2. Select the duration in the Time limit field to adjust the time limit accordingly.

      The routing run time includes both gathering SLR data and using that data to run Routing.

      In some situations when there are a large number of pending activities, every point to point travel combination cannot be obtained in the allotted time period. When this occurs, routing will use SLR data and learning travel data to optimize the routes. This ensures routes are optimized quickly with the optimal combination of travel data.

      The figure shows the Run schedule section in the Add Routing Plan screen:


      Image shows the Run schedule section in the Add Routing Plan screen.
      Note: SLR in Routing requires a subscription to Oracle Field Service Cloud Enterprise and Oracle Field Service Standard Map Cloud Service with Google Maps or Oracle Field Service Standard Map Cloud Service with Baidu Maps.
  6. Click Add to save your changes.

Sequential Routing Run

In the version 16.2, Oracle Field Service Routing Cloud Service is enhanced with an option to configure the Routing plans that run automatically in a strict finish-to-start sequence. Such sequential assignment may be quite important in certain business environments where some activities must be assigned only after a different category of activities has been assigned.

Configuring several Routing plans to run at specified times so that the routing plans follow each other may be a solution. However, this solution is not too reliable. Depending on the number of activities in the bucket, a Routing run may take longer or shorter than estimated which may either create unproductive gaps in the Routing operation or even ruin the sequence. Sequential Routing run has become the optimal solution for this challenge. Two or more Routing plans are configured to start one after the other. The sequence is automatic, thus, any unusually long or short Routing runs will not affect it.

The Routing plan configuration window now has an additional Run Routing option – sequentially. When it is selected, the Routing Run window changes to include the field where the preceding Routing plan is to be chosen. For sequential Routing plans the selection of a predecessor is mandatory, so, naturally, at least one Routing plan has to be created before. This video describes how to create a sequential routing plan.

Sequential Routing Plan Configuration

The configuration of a sequential Routing run always includes selection of a predecessor Routing plan, that is, the one to be completed before the current one starts. Any Routing plan, regardless of its schedule, can be selected as predecessor. However, any Routing plan can have only one successor, therefore, whenever a sequence has already been created, the predecessor Routing plan of such sequence can no longer be selected for other sequences. Its name is disabled in the list.

The following figure shows the settings for a sequential routing plan:


This figure shows the list of predecessor routing plans.
Sequential Routing plans can be used as predecessors creating longer sequences, if the business needs so require. Other routing plan settings depend on the company specifics and are not influenced by the sequential nature of the Routing plan.
Note: Routing plan sequences can only be created within one routing profile. Sequences of Routing plans between different Routing profiles are not supported. The Routing plan summary shown in the Routing plan header contains its schedule – Sequentially after [predecessor_Routing_plan_name].

A Routing plan belonging to a sequence cannot be deleted unless detached from the sequence. On an attempt to delete such Routing plan, the action is rejected with the [Routing_plan_name] is already in use and cannot be deleted error message. To detach a Routing plan, change the schedule from sequentially to any other, starting from the last plan in the sequence. This restriction applies to all plans in a sequence regardless of their position. The system prevents creation of Routing plan chains forming closed loops in which the first plan is to be started after the completion of the last one. If the first Routing plan in the sequence is changed to the sequential schedule to start after the completion of the last plan in the same sequence, the modification is rejected with the Routing plan {plan_name} cannot be processed error message.

This video describes how to create a sequential routing plan.

Sequential Routing Plan Execution

A sequence of Routing plans is started with the start of the first Routing plan. The first plan is started according to its schedule settings – automatically (timed), manually or immediately after a certain activity appears in the bucket. After its completion the second Routing plan starts automatically followed by the subsequent Routing plans, if any.

The Routing widget on the Activities screen shows the first Routing plan in the sequence with an icon appropriate to its schedule. The subsequent Routing plans are marked with the 'chain' icon meaning that the plan is part of a sequence. When the first Routing plan in the sequence is started, the user if offered two options – to run only the current Routing plan or the entire sequence. If the user chooses to run only the current Routing plan, it will be executed as any other Routing plan. If the user chooses to run the whole sequence, the completion of the first Routing plan will automatically trigger the second plan, and so on. Sequential Routing plan runs are identified on the Routing screen by the 'chain' icon in the Initiated column and the runs after [predecessor_Routing_plan_name] note in the Routing Plan column.

Any Routing plan belonging to a sequence can be rolled back without influencing other plans in the same sequence. Activities assigned or not assigned as the result of other plans in the sequence will remain in their places. A deactivated Routing plan is skipped in the sequential Routing run. Other plans in the sequence start according to their settings.

This video describes how to create a sequential routing plan.

Immediate Activity Assignment

The Routing module can now prioritize activities and assign urgent ones to technicians immediately, even if it is at the cost of other activities. If the priority of the new activity is high enough, Routing can rearrange technicians' routes and insert urgent activities in front of other activities. This rearrangement happens even when the technician is already on the way to an activity or in the middle of an activity.

Oracle Field Service Cloud Routing Cloud Service automatically assigns activities created in the bucket to resources matching the requirements of such activities. Depending on your company requirements, you can select a routing schedule that is the most suitable for a particular bucket. Routing can be started manually or once a day or recurrently with the specified interval. These options covered most of the operational patterns used by different companies. If the company preferred to distribute the workload the day before and provide its technicians with complete routes at the beginning of their working day, then once-a-day Routing is the best option. If the company has to respond quickly to new tasks received during the day, then recurrent Routing running several times a day is the solution.

The demand for a solution designed to handle urgent activities has called for a further enhancement of the Routing schedule options. The Routing module is now able to assign activities meeting certain criteria immediately after they are created in or moved to the bucket. This way, the time between the activity creation and its assignment is minimal. Routing now has one more schedule option, immediate. Depending on the schedule settings, Routing either assigns urgent activities identified by the activity priority or assigns certain activities from the bucket keeping the time till assignment to the minimum.

Urgent and immediate activities with SLA end that have a preferred resource are assigned to preferred resources. If a preferred resource has the work day start after SLA end time and other resources are available to execute this activity, then the activity is assigned to the other resource. Further, if a preferred resource is not available for an urgent activity assignment, the activity will be assigned to another resource with the matching work skills (and work zone based on the routing plan configuration).

Basic Principles of Immediate Activity Assignment

Immediate-assignment functionality is aimed at assigning certain activities immediately following their creation in or moving to the bucket. It serves the following purposes:
  • Assignment of activities with the minimum ETA possible. The activities to be assigned are determined by the Activity Priority settings.

  • Assignment of activities within the configured interval. The activities to be assigned are determined by applying a filter.

  • Support multi-day activity assignment when the Activity Type = Multi-day activity flag is set.

  • Multi-day activities are available for Immediate Routing both at the time of creating an activity and when a multi-day activity is moved to the bucket.

  • Immediate routing of multi-day activities will use the required work skill ratio and not the preferred work skill ratio. This is different from regular activities.

Resource Filters in Immediate and Urgent Routing

Immediate and urgent routing plans contain resource filters similar to Bulk Routing plans. The Filters section is similar to the Bulk Routing with the following exceptions.

To set resource filters:

  1. Navigate to the Routing screen.

  2. In the row for the Immediate or urgent routing plan, click the Properties icon and select Modify.

  3. In the Edit Routing Plan screen for Urgent and Immediate routing plan, expand the Filters section, set the filters as needed. The Filters section is similar to the Bulk Routing with the following exceptions:

    • Only one predefined filter is available for non-scheduled activities in the routing bucket

    • You cannot add other filters or delete existing filters

    • You cannot add/modify/delete activity filters

    Activity Priority

    Activity priority used by Routing to assign urgent activities is defined for the whole company as one of the Business Rules settings.

    By setting the activity priority the company defines the activity property and its values which will make the activity urgent. For example, the company must always perform repairs as soon as possible to reduce service disruptions to the minimum. In this case the company may select Activity Type as the property and Repair as its value to consider an activity urgent. Only one activity property can be used to identify urgent activities. Several values of the same property can be used as criteria of activity urgency. In this case the values must be separated by commas or carriage returns (new lines) in the Urgent activities have the following values of the property field. Values in the Normal activities have the following values of the property field define the values for the Activity Type field, to consider an activity as normal.

    The following figure shows the Activity priority section of the Business Rules screen:


    Image shows Activity priority used by Routing with property values and priority level
    Note: The order of property values defines the priority level. The value listed first will have the highest priority, with other values following in the descending order.

    Priority activity ETA does not include SLA, it includes the service window. This may result in SLA violation. In priority activities, such SLA violations are considered to be expected behavior. However, SLA is included for all rest activities.

    This video describes how to assign activities immediately.

    Routing Plan Settings

    To assign urgent activities, you must create a special Routing plan.

    ETA calculation for priority and normal activities include:

    1. On applying of routing output application moves activities to corresponding resources in accordance with order which is returned in the output.

    2. Priority activity ETA calculation takes into account service window (as it is the time agreed with final customer), but not SLA. This can result in SLA violation. In case of priority activities such SLA violation is expected behavior. At the same time, SLA is taken into account for the rest activities.

    The Run schedule field now has the immediately option, which is used to assign the activities meeting the defined criteria as they appear in the bucket.

    Once immediately is selected, two options of activity selection appear. Here the user has to choose the group of activities to be assigned immediately. The following options are available:
    • for Urgent Activities (Routing will assign the activities matching the 'property+value' combination defined in the Activity Priority field)

    • for activities that correspond with {filter_name} filter (Routing will assign the activities matching the selected activity filter)

    Image shows Run schedule pane with Urgent Activities drop-down list values: manually, once a day, recurrent, immediately, and sequentially

    The option assigning activities matching a filter can be useful when certain categories of activities have to be assigned as soon as possible, so that the time between the customer's order and the assignment confirmation is reduced to a minimum. Also, it may be necessary to quickly estimate the remaining available time in a bucket. The main goal is to assign all activities, even if such assignment results in sub-optimal routes. Routes can be reoptimized in subsequent Routing runs. All activities not matching the defined criteria will remain in the bucket until the next Routing run is scheduled according to a different Routing plan.

    Urgent activities must be assigned as soon as possible, therefore, other factors, such as resource overtime, cost of assignment or non-assignment, route optimization and reoptimization, etc. are ignored. When immediately is selected as the Routing mode, sections containing other settings (Assignment Parameters, Filters, Reoptmization, Resource Overtime, and Travel Time) are hidden as irrelevant.

    Note: Only one routing plan intended to assign Urgent Activities can be created per Routing profile. Multiple Routing plans intended to assign urgent activities may interfere with each other. As soon as one Routing plan is created, the for Urgent Activities option becomes inactive for subsequent Routing plans. For the same reason, the Clone option is not available for a Routing plan configured for assignment of urgent activities.
    This video describes how to create a sequential routing plan.

    Assignment of Urgent Activities

    When the routing plan is set to Urgent activities, Routing refers to the Business Rules settings defining the urgent activity properties.

    If an activity created in or moved to the bucket matches the urgent activity parameters Routing will assign it immediately to the most appropriate resource, even if such assignment violates SLA's of other activities in the resource's route. Urgent activity assignment observes the following constraints:
    • Work zone—the resource's work zone must match that of the activity.

    • Work skills—the resource's work skills must match the work skills required by the activity.

    • Resource preference—the activity may be assigned only to those resources that meet the required or preferred resource preferences, if specified.

    • Service window—the activity service window must be observed.

    • SLA end—the SLA end of the activity must be observed. Activities with expired SLA will not be routed using Immediate Routing.

    • Working Calendar: the resource must have a working calendar to be considered for assignment.

    Selection of Resource for Urgent Activity Assignment
    Since the principal objective of urgent activity assignment is to reduce its ETA to the minimum, it is important to assign it to the resource, which is the closest to the activity site, so that the travel time is the shortest. Depending on their priority (the priority property value) urgent activities can be placed at different points in the route:
    • At the beginning of the route

    • After a started or completed activity

    • After a pending activity

    The position in route which the urgent activity is to take defines the method of determining the resource location. The following cases are possible:
    • The urgent activity is to be placed at the beginning of the route:

      • If the resource has GPS coordinates newer than 20 minutes ago, the GPS coordinates are used.

      • If no GPS coordinates are available or if GPS coordinates are older than 20 minutes, the resource's Start Location is used.

      • If no GPS coordinates are available or if GPS coordinates are older than 20 minutes and no Start Location is assigned to the resource able to ensure the minimum ETA from among those matching the activity requirements– the resource's location is undefined.

    • The urgent activity is to be placed after a started or completed activity:

      • If the resource's GPS coordinates are newer than the address of the started or completed activity, the GPS coordinates are used.

      • If no GPS coordinates are available or if GPS coordinates are older than the address of the started or completed activity, the address of the started or completed activity is used.

    • The urgent activity is to be placed after a pending activity:

      • The address of the pending activity is used.

    Urgent activities may be assigned to a resource already traveling to a different activity or even in the process of performing a different activity. In this case the urgent activity still has priority, and the resource either has to change direction or interrupt another activity. Any activities for which a different property value is set are not considered urgent and will be assigned in the usual manner.

    This video describes how to assign activities immediately.

    Assignment of Non-Urgent Activities

    When the for activities that correspond with {filter} option is chosen, the user must select a filter according to which Routing will identify activities to be assigned immediately.

    The drop-down list contains all activity filters applicable for Routing which have been created on the Filters screen. When an activity matching the selected filter is created in the bucket, Routing immediately assigns it to an appropriate resource. However, unlike urgent activities, a non-urgent activity will be assigned to an available time slot (no constraints of other activities will be violated) and only when it causes no overtime to the resource. A Routing profile may contain several Routing plans designed to assign non-urgent activities immediately. Such plans may be based on different activity filters, so that activities meeting the criteria of several filters are assigned immediately after creation.

    If the All option is selected from the filter list, all activities appearing in the bucket will be assigned immediately. Non-urgent activity assignment observes the following constraints:
    • Work zone—the resource's work zone must match that of the activity.

    • Work skills—the resource's work skills must match the work skills required by the activity.

    • Resource preference—the activity may be assigned only to required or preferred resources, if specified.

    • Service window—the activity service window should be observed. Note that schedule date is not observed thus, activity may be scheduled to any date up to 14 days from now.

    • SLA start—the SLA start of the activity should be observed.

    • SLA end—the SLA end of the activity should be observed.

    When Routing is set to assign non-urgent activities, no route optimization is performed. The goal is to assign all activities as soon as possible. The next scheduled Routing run may reoptimize the routes created as the result of immediate assignment according to its settings.

    This video describes how to assign activities immediately.

    Bundling of Activities

    Immediate activity assignment may result in certain additional costs related to the violation of other activity SLA or the resource's travel to a different location. To compensate for such additional costs, sometimes it is reasonable to combine the urgent activity with other activities that are located in the same place. Another situation is when the urgent activity requires admission to a restricted area. In this case, the company may assign other activities in the same facility to the same resource and request access only once. Such assignment type is called bundling.

    Routing determines which activities may be bundled together by the same criteria that are used in creation of visits. For example, if activity address is used as a visit bundling key then the activity address will also be considered in the assignment of urgent activities, and, should any activities be found on the same address as the urgent one, such activities will be "bundled", that is, assigned together to the same resource, same day and one immediately after the other.

    Bundling Conditions

    In determining the activities which can be bundled together, the application uses the following criteria:
    • activities must be in the Pending status

    • activities must have the same bundling key

    • activities must be within the defined interval of dates (see below)

    • non-scheduled activities must have an empty SLA start value or a SLA start value within the defined interval of dates (see below)

    When the acceptable destination route has been found, the assignment constraints are checked for all activities in the bundle:
    • work zones—the resource's work zone must match that of the activity

    • work skills—the resource's work skills must match the work skills required by the activity

    • Resource preference—the activity may be assigned only to required or preferred resources, if specified

    • Service window—the activity service window should be observed

    • SLA start—the SLA start of the activity should be observed

    • SLA end—the SLA end of the activity should be observed

    • Maximum duration if a single bundle—8 hours

    Order of Activities in Bundles

    When a bundle is formed, the sequence of activities within is determined according to the following constraints:
    1. activity link constraints

    2. activity priority

    3. service window end

    4. service window start

    5. SLA end

    6. SLA start

    7. activity ID

    All bundled activities are analyzed for constraints in the order stated previously. If no activities belong to any links, the activity priority, if any, determines the sequence. If no priorities are set for the bundled activities, the activities with the earliest service window end will be placed first, and so on.

    This video describes how to assign activities immediately.

    Bundling Urgent Activities

    When activities are bundled to an urgent activity (the one with the priority defined in the Business Rules screen), the urgent activity is assigned first. When the destination route has been found for the urgent activity, other activities are analyzed to find whether the route can be joined with the urgent activity. While creating a Routing plan for immediate activity assignment, the user can define the period within which Routing has to search for activities to bundle with the urgent one. For that purpose, the Run schedule settings include the Bundling within [ ] day interval field.

    The Bundling within [ ] day interval field defines the period within which Routing has to search for activities to bundle with the urgent one. The interval can be set in the range between 1 and 99 days. If no activities matching the bundling criteria are found within the bundling range, no bundles are created.

    This video describes how to assign activities immediately.

    Bundling Non-urgent Activities

    When non-urgent activities are to be assigned immediately, the system checks if any activities in the already existing routes have the same bundling keys. Upon finding such routes, the system checks other assignment constraints and assigns a non-urgent activity only if all assignment constraints are satisfied. A non-urgent activity will be assigned to the route containing the largest number of activities with the same bundling key or to the route with the earliest date. If no such route has been found, the non-urgent activity is assigned to the first acceptable route with no bundling. The bundling date range is defined as part of the Routing plan settings.

    The following assignment and bundling settings can be made:

    Assignment and Bundling within [ ] day interval starting [ ] – the start and duration of the period within which the application has to assign scheduled activities and create bundles with the already assigned ones. The bundling interval can be set in the range between 1 and 99 days. Assignment and bundling of activities will start on the selected day and continue for the defined duration of the interval. For example, if the following settings have been made: Assignment and Bundling within 10 day interval starting Today +2, the application searches for activities matching the visit bundling keys two days from today and continue for 10 days. Non-urgent activities will be assigned to form bundles with the found activities within the same period. If no bundles can be formed, non-urgent activities will be assigned to routes within the same period

    This video describes how to assign activities immediately.

    Immediate Routing Plan Execution

    Immediate Routing Plan is triggered by the creation of an urgent activity or an activity matching the filter in the bucket. Immediate Routing plans can never be started manually and, therefore, have no Run link in the list of Routing plans for a bucket.

    The results of an immediate Routing run include the following data:
    • If the plan was set to assign Urgent Activities:

      • Assigned activities – the number of successfully assigned urgent activities

      • Bundled activities – the number of other activities joint with the urgent ones

    • If the plan was set to assign non-urgent activities matching the selected filter:

      • Assigned activities – the number of activities assigned without creating bundles

      • Assigned with bundling activities – the number of activities matching the selected filter assigned in bundles

      • Bundled activities – the number of activities from the bucket or non-scheduled pool joined with the filtered activities to create bundles

    This video describes how to assign activities immediately.

    Assignment and Fallback Options for Activity Broadcasting

    The Assignment and Fallback section is displayed when you create a routing profile with the option ,immediately from the Run routing drop-down list.

    Note: You must enable the Collaboration service to view the Assignment and Fallback section. View the About screen to verify whether the service is enabled.
    The Assignment and Fallback section is used to configure the following settings:
    • To trigger activity broadcasting to multiple users, use one of the following options:

      • Automatic: Assigns activity directly to matching resources in the bucket.

      • via Collaboration: Triggers activity broadcasting to users in collaboration.

      Note: The Bundling option is not available when you assign activities using the via collaboration option.
    • Enter the time in minutes in the Activity should be assigned in _ minutes field to set the time out period for broadcasting. If no user accepts the activity within the defined period, broadcasting is timed out. Limit is set to 99 minutes.

    • Fallback option: Select the configured message scenario for the Fallback option that must run when the activity fails or when the system times out. See the Create a Message Scenario section in the Oracle Field Service Cloud Administering Oracle Field Service Cloud. The configured message scenario sends the failure message to the user.

    This video describes how to assign activities immediately.

    Use Assignment Parameters to Fine-Tune the Routing Plan

    Set Assignment Parameters to further configure the routing process.

    To set assignment parameters:

    1. Navigate to the Routing screen and locate the routing plan to which you want to configure.

    2. Click Actions and select Modify to open the Edit Routing Plan screen.

    3. Expand the Assignment Parameters section.

    4. Select the following options, as necessary:

      • Enable Routing by Inventory: When this check box is selected, routing takes into account required inventories for all activities that are sent to routing, and assigns activities only to resources that can meet these requirements. This could result in some activities left unassigned. Activities which have no inventory requirements are not affected by this setting. They will be routed in the same way as before. Activities will be left unassigned if there are no resources which meet their inventory requirements. Such activities will be rejected with reason code: 6003 and message: no appropriate resources. Regular activity filters and resource filters, work zone, work skill restrictions apply as usual. For example if a resource which has the inventory X is not selected by filter for the activity that requires inventory X, then that activity will not be assigned to that resource.

      • Dynamic Routing: enables you to set limits on how long the module will run based on the number of minutes and/or the number of activities routed. The image (below) shows a different location for setting minutes/activities (described as the Dynamic Routing check box of the Add/Edit routing plan dialog):


        This figure shows the Assignment Parameters for a routing plan.
      • Limit work by points: Check the box to enable Routing to limit how many activities technicians can have in their routes. Note the following:
        • Overload by points may still happen if an activity was added to the route or updated after routing was performed.

        • Routing will not remove previously-assigned activities back to bucket nor assign to another resource if a route was already overloaded before the Routing run.

        • Zero points activities may be assigned to any resource, including but not limited to, resources with already overloaded routes and resources that have zero or negative points capacity.

      • Try to schedule activities to service window start:This option (formerly named Route Uniformity) schedules activities as close to the start of service windows as possible. As a result, routing options will typically include a broader selection of resources and the possibility of burdening some resources with many activities and under-utilizing others is minimized. Note, however, the following consequences are there:

        • Idle time may collect closer to the end of the service window.

        • Summary travel time may increase.

        • Summary work time may increase.

      • Override default service window reservation value: This check-box enables modification of service window reservation. Default Service window reservation is up to 20% of the service window but no more than 60 minutes. See 'Service window reservation %' description for more details

      • Service window reservation %: This field determines the percentage of the service window from its end that must be reserved. Routing will try to avoid assign activities with ETA within the reserved part of their service windows by pushing the activities to an earlier ETA. Routing will try hard to push the activity to an earlier ETA as higher is the late arrival penalty for this activity. This setting applies to all the activities that are part of the routing plan.

        For example, an activity has a service window from 10:00 AM to 5:00 PM:
        • If 15% is specified in the Service window reservation % field, the last 63 minutes of this 420 minutes service window are reserved.

        • If 50% is specified in the Service window reservation % field, 210 minutes are reserved.

        Higher Service window reservation % increases the 'buffer time', which may result in degradation of the other metric.

        Lower percentage may result in higher risk of resource appears to be late for the appointment.

        Note: Service Window Reservation % is not applied (its effective value is 0%) in case of (a) bundling the activities on the same address or (b) having the same bundling key and assigned to same technician for activities starting from second one in the bundle.
      • Center point home zone support: This option defines the home zone radius, that is, the number of miles in any direction from the starting point and the penalty to be applied if a resource must leave the home zone to complete an activity. The default penalty (Overstep Weight) is 4.

      • Automatic ordering: This option places activities without service windows on the route in the most efficient order. If cleared, the application places these activities on the route, but does not assign a time slot. In this case, resources decide when to do the work.

        Automatic Ordering can help you complete more activities over the course of the day, but it also reduces the resources’ ability to use their own judgement in completing activities.

      • Limit work by points: This option is only necessary if you use points to estimate activities. It limits the number of activities assigned to a resource based on the maximum points allowed within a resource’s shift. You must also enable Points Support in Business Rules, enable a Points property, and send the point value for the activity through the API.

      • Move activities to the bucket instead of assignment to contractor's resource: This option assigns the relevant activities to a contractor’s bucket instead of the contractor’s resource. For this option to work, you must run the plan from an In-house Organization bucket that has contractor buckets (and, possibly, in-house ones) as children. In this case activities routed to in-house technicians will be assigned to technicians, but activities routed to contractor technicians will be assigned to contractor buckets. However, if you run the plan from a contractor bucket, the activities will be assigned to the underlying contractor technicians.
        Note: You must assign only new activities to contractor buckets. Do not assign activities to contractor buckets when the Reoptimization option is selected. If you do so, all the activities that are in the existing Contractor resources' routes are assigned to the parent bucket. Move activity to the bucket instead of assignment to contractor's resource check-box is available only for Manual, Once a Day, and Recurrent routing plans.
      When you close Assignment Parameters, you’ll see your selections summarized on screen.
    5. Open the Reoptimization section of the Routing Plan.

      The following figure shows the Reoptimization section of the Routing plan screen:


      This figure shows the Reoptimization settings for a routing plan.
    6. Click the Enable reoptimization check box and select the reoptimization goal from the Goal drop-down list.

    7. Goal shows Optimize routes by default. You may select one of the following goals from the drop-down list:

      • Reduce overdue Starts reoptimization only if at least one of the activities to be processed and having the highest (or high) late arrival penalty is late. Its result will only be applied if the total overdue for such kind of activities is decreased by a specified percentage. Enter the percentage to decrease the total overdue.

      • Optimize routes Starts reoptimization only if it has the ability to assign new activities or change existing routes. There are no acceptance criteria.

      • Assign high priority activities Starts reoptimization only if at least one of the not assigned activities to be selected for this run has the highest (or high) cost of not assigning. Its result will only be applied if at least one of these activities has been assigned.

    8. Select the Override default Reoptimization penalty value check box to enable the modification of Reoptimization penalty % field.

    9. Enter a value in the Reoptimization penalty % field.

      This field affects the rules for calculating penalty for removing or reassigning activities to other resources during reoptimization. It determines whether routes may be changed during reoptimization for activities that give the same or slightly better results.
    10. Click Add reoptimization filter to go back to the bucket and “re-balance” the route by favoring certain activities over others.

      The Filters parameters dialog is displayed.
    11. Select the preferred Activities that should be given priority.

    12. In the Destination for unassigned activities column, select what you want to do with activities that are not assigned.

    13. Click Add.

    14. Rerun the routing plan to see how the filter has changed your results.

      If any resource has marked non-working time or has an inactive schedule since the last reoptimization, the activities on the route of such a resource are rerouted, or are assigned to the resource’s bucket. This behavior applies even when the reoptimization goal is set as "Optimize route" or if the activity was directly assigned to a resource and the resource preference is “required”.
      Note: Reoptimization does not change the original routing plan. It simply adds an additional filter—a mini-routing plan—that is available the next time you want to reoptimize.

      The following figure shows the settings for reoptimizing routing plans:


      This figure shows set of routing plans with the reoptimization filters set.

    Configure an Activity Filter for Routing

    Once you have added a filter to a plan, you can adjust some additional settings that affect how the Oracle Field Service Cloud Routing Cloud Service module processes the filtered activities

    Note: Evaluate these settings carefully before changing them. They add constraints to the routing process that can significantly restrict the number of activities that are assigned to routes.

    To configure an activity filter:

    1. Navigate to the Routing Profiles screen and find the routing plan that you want to add the filter to.

    2. Click Actions and select Modify to open the Edit Routing Plan screen.

    3. Expand the Filters section of the Edit Routing Plan screen.

    4. Find the filter that you want to configure and click Settings.

      This figure shows the Filter Parameters screen displaying filter options.

      Image shows the Filter Parameters screen.

    5. Select options for this filter based on your business goals and click Submit:

      • Late arrival penalty: The weighting options regarding lateness penalties range from “minimal” to “highest." Examples are provided to assist in selecting the best option. The application uses this information to weigh activity assignment decisions when there’s a chance that a resource will arrive late to an activity.

      • Assigning activities which are about to be late: You can set a “lateness tolerance” that the application will accommodate when assigning new activities to resources.

      • Cost of not assigning an activity: If there is a chance that an activity that meets the conditions of this filter might not be assigned, then this option provides the application with a setting that it will weigh against other considerations to determine who will be assigned which jobs – and which might remain in the bucket. In essence, this helps the application prioritize certain types of activities.
        Tip: The normal setting sometimes leaves too many activities unassigned. When this happens, test your results with the high setting or the highest setting.
      • Allow rescheduling of activities from one day to another within routing plan period: Use this option to reschedule activities in a multi-day routing plan. When this option is selected, only the activities for which the option is selected are rescheduled within the period that the routing plan runs. For example, if you have a multi-day plan that spans for five days, and you want to reschedule an activity that was supposed to be started on the second day, the activity will be rescheduled either for the third, fourth, or the fifth day. If an activity cannot be rescheduled, an appropriate message is displayed. Remember, the results of running a multi-day routing run without rescheduling is the same as running single-day runs for the same number of days.

    Add an Activity Filter to a Routing Plan

    You can use filters to prioritize certain types of activities or resources over others during the routing process. Filters are an alternative to using another routing plan for prioritization.

    You must create the filter, set the conditions, and make the filter available for routing first. See Creating a Filter for more information.

    To configure routing parameters:

    1. Navigate to the Routing Profiles screen and find the routing plan that you want to add the filter to.

    2. Click the Modify link.

    3. Expand the Filters section of the Edit Routing Plan screen.

    4. Click the Add activity filter button.

      The Set of activities to be assigned dialog is displayed.

      The following figure shows the Set of activities to be assigned dialog:
      This figure shows the Set of activities to be assigned dialog with a pop-up menu displaying the types of activities.
    5. Select the filter that you want to add to the routing plan from the drop-down menu under Activities.

      A second drop-down list is displayed.
    6. Select the type of activities to which the filter should be applied from the second drop-down list (if any).

      • Non-scheduled activities in the routing bucket. These activities are not currently on any route. They are not assigned to time slots or resources. Routing will attempt to route them during the next run.

      • Activities in the routing bucket. These activities are not currently on any route. They are assigned to time slots, but are not assigned to resources. Routing will attempt to route them during the next run.

      • Preassigned non-scheduled activities. These activities are already assigned to resources, but they are not assigned to time slots. You can use reoptimization to automatically move these activities during the routing process.

      You can add the filter for Activities in existing routes by clicking the Add activity filter link. These activities are already assigned to resources and time slots. You can use reoptimization to automatically move these activities during the routing process.

    7. Optional: Under Assignment Cost, assign a cost to this filter.

      In general, the higher the cost, the less desirable the assignment. If you select Do not assign, activities of that type can never be assigned to a resource that meets this filter condition.
    8. Repeat these steps to add additional filters to the routing plan. Arrange the filters in the order that you want them to be applied using drag and drop. The filters are applied in chronological order starting at the top of the list. The * (Other) filter is always applied last.

    9. Click OK.

    Assignment Cost for Multiple Activity Filters
    In this example, the routing strategy is:
    • Do not assign work to contractors.

    • Assign activities to In-house resources before all others.

    The Contractors filter has the assignment cost Do not assign so that activities are never assigned to contractors. The In-House filter has a lower assignment cost than the * (Other) filter so that in-house personnel receive activities before all other resources.

    Configure an Activity Filter for Routing

    Once you have added a filter to a plan, you can adjust some additional settings that affect how the Oracle Field Service Cloud Routing Cloud Service module processes the filtered activities.

    Note: Evaluate these settings carefully before changing them. They add constraints to the routing process that can significantly restrict the number of activities that are assigned to routes.

    To configure an activity filter:

    1. Navigate to the Routing Profiles screen and find the routing plan that you want to add the filter to.

    2. Click Actions and select Modify to open the Edit Routing Plan screen.

    3. Expand the Filters section of the Edit Routing Plan screen.

    4. Find the filter that you want to configure and click Settings.

      The following figure shows the Filter Parameters screen:


      Image shows the Filter Parameters screen for a selected routing plan.
    5. Select options for this filter based on your business goals and click Submit:

      • Late arrival penalty: The weighting options regarding lateness penalties range from “minimal” to “highest." Examples are provided to assist in selecting the best option. The application uses this information to weigh activity assignment decisions when there’s a chance that a resource will arrive late to an activity.

      • Assigning activities which are about to be late: You can set a “lateness tolerance” that the application will accommodate when assigning new activities to resources.

      • Cost of not assigning an activity: If there is a chance that an activity that meets the conditions of this filter might not be assigned, then this option provides the application with a setting that it will weigh against other considerations to determine who will be assigned which jobs – and which might remain in the bucket. In essence, this helps the application prioritize certain types of activities.
        Tip: The normal setting sometimes leaves too many activities unassigned. When this happens, test your results with the high setting or the highest setting.
      • Allow rescheduling of activities from one day to another within routing plan period: Use this option to reschedule activities in a multi-day routing plan. When this option is selected, only the activities for which the option is selected are rescheduled within the period that the routing plan runs. For example, if you have a multi-day plan that spans for five days, and you want to reschedule an activity that was supposed to be started on the second day, the activity will be rescheduled either for the third, fourth, or the fifth day. If an activity cannot be rescheduled, an appropriate message is displayed. Remember, the results of running a multi-day routing run without rescheduling is the same as running single-day runs for the same number of days.

    Optimize Routes Through the Routing Plan

    You can use optimization filters to make automatic adjustments to existing routes.

    Follow these prerequisites:
    • You must create the filter, set the conditions, and make the filter available for routing first.

    • You must assign the filter to the set of activities that you want to run it against.

    • Before activities can be optimized, you must enable the Activity Types to be moved and created. Under Configuration on the Activity Types screen, verify that the following settings are selected:
      • Allow creation in buckets

      • Allow move between resources

      • Allow non-scheduled

    Optimization filters compare routing results with the activities in the bucket and reassign activities based on the priorities set in the new filters. Optimization gives you the chance to re-evaluate routes with another set of priorities and new activities. The following examples illustrate situations where optimization can be useful:
    • When the bucket contains a small number of technicians, each with very different skills.

    • When you receive emergency activities or other activities that must be prioritized above already routed activities.

    • When you receive activities that require equipment that is only available in certain technicians’ inventory.
      Note: You cannot reoptimize mass activities or repeating activities.

    To use reoptimization filters:

    1. Navigate to the Routing Profiles screen and locate the routing plan to which you want to add a filter.

    2. Click Actions and select Modify to open the Edit Routing Plan screen.

    3. Expand Optimization section.

      The following figure shows the Reoptimization section:
      This figure shows the Reoptimization options for a selected routing plan.
    4. Click the Enable multi-day reoptimization check box.

    5. Select a reoptimization goal from the Goal drop-down list.

    6. Click the Add reoptimization filter link to display the set of activities to be assigned.

      The Filter parameters dialog is displayed, as shown in the following figure:
      This figure shows the Filter parameters dialog for a reoptimization filter
      1. Under Activities, select the filter that you want to run against the activities in the bucket.

      2. Under Destination for unassigned activities, select the status that you want to assign to activities that are not assigned to routes and are, instead, returned to the bucket.

      3. Click Add.

    7. Click Update.

      The next time the routing plan runs, the application applies the reoptimization filter to the activities in the bucket.

    Change the Optimization Goal

    You can now select optimization goals for the routing plan and set routing plan parameters in an optimal way. When you select an Optimization Goal, routing tweaks the variable parameters (costs) and suggests changes to the routing plan parameter:

    Migration

    During the migration process, re-optimization goals are migrated to optimizations.

    This table provides the re-optimization goals and new optimizations goals:

    Legacy Re-optimization Goal

    New Optimization Goal

    Optimize routes

    Default

    Assign high priority activities

    Maximized assigned activities number

    Reduce overdue

    Reduce activities overdue

    To set optimization goal for a routing plan:

    1. Navigate to the Routing screen.

    2. Select the routing plan that you want to modify in the list.

    3. Click the Modify link to display the Modify routing plan dialog.

    4. Expand the Optimization Strategy section and select an Optimization goal from the drop-down list:

      This figure shows the Modify routing plan dialog with the Optimization goal options:

      Image shows the parameters under Optimization goal drop-down list

    5. When you select an Optimization Goal, routing tweaks the variable parameters (costs) and suggests changes to the routing plan parameter.

      • Default—Ensures that there are no changes in the general routing behavior in comparison with previous versions. This is the default value.
      • Maximize assigned activities number—Slightly pushes the routing optimization behavior so that more activities are taken to the routes in total even if it requires more travel. If moving the activities between resource routes is ON, the routing plan will start only if there are non-assigned activities with high or highest non-assignment cost and the results are applied only if at least one such activity is assigned. The suggestions listed also help in setting up a routing plan to assign activities more aggressively.
      • Minimize total travel—Slightly pushes the routing optimization behavior such a way that less travel is involved even at the cost of lesser total activities number. The suggestions listed also helps to set up a routing plan to minimize travel more aggressively.
      • Maximize activities per resource ratio—Slightly pushes the routing optimization behavior in accordance to real travel time or distance in such a way that activities are assigning to less number of resources, leaving some of them completely free if possible. This option is recommended if there more personnel in the bucket that are needed for today and user would like to transfer resources to another bucket for some time. The suggestions listed also helps to set up a routing plan to minimize number of assigned resources.
      • Reduce activities overdue—If moving the activities between resource routes is ON, the routing plan will only start if there are activities to be processed with high or highest overdue penalty and actually assigned with overdue and the results are applied only if the resulting overdue was decreased by given percentage. The suggestions listed helps to set up a routing plan to minimize number of activities having overdue and total overdue value
    6. Based on the selected option, internal routing optimization strategy is tweaked for better achieving the goal (with the except of default Balanced mode, which leaves costs untouched)

    7. If there are other parameters that are set to sub optimal values according to the selected goal, the suggestions for their values will also be displayed in this section.

    8. Click Update to save your changes.

    Using Dynamic Routing on a Routing Plan

    Dynamic routing enables you to control the number of activities or the amount of time on a resource’s schedule that should be routed from this plan. Dynamic routing plans are typically run frequently throughout the day.

    The following figure shows the settings for a dynamic routing plan:
    This figure shows the Dynamic routing options for a routing plan.

    X number of minutes: This setting defines the number of minutes you want to fill in the resources’ schedules. The application starts filling the schedule from the time the routing plan starts. If an activity is expected to start outside of this period, then it is not assigned to a resource. For example, if the routing plan runs at 8:00 am, the routing plan runs immediately and adds activities to the resources’ schedules that will start between 8:00 am and 10:00 am. If an activity is expected to start at 10:15, it is not added to a schedule.

    Tip: When you specify the number of minutes to fill on the resources’ calendars, be sure to run the routing plan frequently enough to ensure that resources do not run out of activities before you add more to the routes. For example, if you fill 120 minutes of the schedules with activities, you might want to run the routing plan every 30 to 60 minutes.

    When you use dynamic routing to limit the number of activities being scheduled, understand that it also affects the number of activities dispatchers or resources can see on the Gantt table. You may have an entire route scheduled, so dispatchers can view the entire day. However, limit the number of activities that a resource can see; you can create a user type for resources that shows them a limited number of activities at a time.

    X number of activities: This restricts the number of pending activities on a resource's route.

    Select an option from the Stop loading when drop-down list, which defines how the restrictions must be combined:

    • Any limit is exceeded

    • Both limits are exceeded

    For example, if you load resources for 120 minutes (no activity load specified), then:

    • If routing starts 120 minutes earlier than the resource’s working day starts, then nothing will be added.

    • If the resource has 120 minutes of work before routing starts, then nothing will be added.

      Control Resource Overtime Through a Routing Plan

      Overtime is calculated differently by each organization. Therefore, the Oracle Field Service Cloud Routing Cloud Service module does not calculate overtime as an absolute dollar value, but instead calculates it as time beyond a resource’s assigned work schedule that might be required to fulfill an activity.

      Using the Resource overtime options within the routing plan enables you to determine how activities that might extend past the end of the resource’s shift are handled.

      The following figure shows the Resource overtime settings:


      Image shows Resource overtime actions available for a routing engine

      Choose from the following options:

      • Assign activities even if the assignment causes overtime: This option provides the best chance of getting many activities assigned, though some may extend past the end of a shift.

        For best results, do not use this setting if you have significantly more work than resources can complete in a regular workday. If you run routing, results will include a large amount of overtime. This setting is most useful for certain types of work where you are willing to incur the additional cost, for example VIP work.

      • Do not assign overtime activities and leave them in the bucket: This means that any jobs that have service windows and/or predicted durations that could push a resource into overtime are left in the bucket.

      • Do not assign activities with more than _____ minutes overtime: This enables you to control the amount of overtime allowed, essentially extending a shift in order to accommodate more work assignments.

      • Do not assign activities unlikely to be finished in ____ minutes before end of resource’s day: This also limits the possibility of overtime, but with the consideration of whether a resource needs additional time (return to depot, drive home, etc.) before the end of their shift.

        Note: If you use restrictive overtime settings, fewer good matches might be found and more activities could be left in the bucket to be routed manually.

        Control Travel Time Through the Routing Plan

        With release 18C, Routing has been improved by better utilizing point-to-point SLR travel distances and timings along with travel statistics. The Oracle Field Service Cloud Routing Cloud Service module provides options to limit the travel time for a resource to reach an activity.

        You can control travel time through the Routing Plan. With improved Travel time section of the routing plan settings, you can add the option to choose the optimization type and set distance limits.

        To control Travel time

        1. Open the Routing Plan. Scroll down to display the Travel time settings.

          The following figure shows the Travel time settings on the Routing plan screen.


          Image shows Travel time pane with Minimize summary travel even if some specific activities getting long travel option selected
        2. Choose either time or distance depending the routing plan settings as follows:

          • Prefer fastest routes, even if it means the increase of a total travel distance—Indicates that activities might require lengthy travel but the total travel time for the entire bucket is optimal. This option is the default option and results in the most optimized routes.
          • Prefer shortest routes, even if it means the increase of a total travel time— Indicates that activities might require a longer travel time but the total distance travelled will be optimal.

          You can minimize summary travel if some specific activities are getting long travel or some activities are left unassigned and summary travel may be increased. This enables you to limit the amount of travel time or distance a resource can spend travelling for any one activity. This results in fewer assigned activities and less optimal routes, but eliminates any travel that is beyond the specified amount of time or distance.

        3. Check the following fields and enter the time limit in minutes and the distance limit in miles:

          • Avoid travel longer than __ minutes
          • Avoid travel longer than __ miles

          Bulk Routing (High Uniformity) Routing Profile

          The routing plan in the Bulk Routing (High Uniformity) routing profile distributes activities evenly across the entire workforce while still minimizing travel and work costs where possible.

          The following table describes the values you must set in the Routing plan section:

          Setting Value Explanation
          Routing Plan Name Uniform – Bulk Routing N/A
          Routing Profile Bulk Routing (High Uniformity) N/A
          Active Checked The routing plan must be active before the application can use it to run routing.
          Time Limit 3 minutes The amount of time that the plan runs. Three minutes is usually sufficient. In some cases, running the plan longer might produce a result that better matches your objectives.

          The following table describes the values you must set in the Routing schedule section:

          Setting Value Explanation
          Run routing N/A N/A

          You can use any run schedule with this goal. Most companies that use bulk routing run the plan once a day in the evening or early morning.

          The following table describes the values you must set in the Filters section:

          Setting Value Explanation
          Resources link Activities *Bulk Routing does not use filters. You can add filters to prioritize certain types of activities or certain resources over others.
          Scheduled Assignment Cost Normal

          The following table describes the values you must set in the Filter parameters section:

          Setting Value
          Assigning Activities which are about to be late Do not assign "overdue" activities and leave them in the bucket
          Cost of not assigning an activity Normal - default setting
          Late arrival penalty Normal - late arrival may result in rescheduling if the customer is no longer at home

          The following table describes the values you must set in the Assignment parameters section:

          Setting Value Explanation
          Enable routing by inventory Check box is cleared
          • Routing takes into account required inventories for all activities that are sent to routing. Activities which have no inventory requirements are not affected by this setting.

          • They will be routed in the same way as before. Activities which have inventory requirements can only be assigned to resources which meet all inventory requirements.

          • Activities will be left unassigned if there are no resources which meet their inventory requirements.

          Dynamic Routing Check box is cleared Dynamic routing enables you to control the number of activities or the amount of time that should be filled on the resources’ schedules. Routing plans that use dynamic routing are typically run recurrently throughout the day.
          Limit work by points Check box is cleared
          • This option is necessary only if you use points to estimate activities.

          • This option limits the number of activities assigned to a resource based on the maximum points allowed within the shift.

          • The point value for each activity must be sent through the API.

          Try to schedule activities to service window start Check box is selected This option schedules activities as close to the start of service windows as possible. As a result, the activities are divided evenly across all of the resources in the bucket. Activities are typically more evenly distributed, but routes may be less efficient.
          Center point home zone support and Home zone radius 4 An optional setting that permits you to specify a radius spans a technician’s starting location. Penalties are assessed for assigning activities outside the circle of the defined radius. The further away the activity is, the higher the penalty.
          Home zone radius overstep weight 4 This option defines the penalty to be applied if the resource leaves the home area to complete the activity. This option is displayed when Center point home zone support is selected.
          Automatic Ordering Check box is selected This option places activities without service windows on the route in the most efficient order. Checking this option makes routes more efficient, but reduces the resources’ freedom to exercise judgement in completing activities.

          The following table describes the values you must set in the Reoptimization section:

          Setting Explanation
          Enable reoptimization

          Check box that determines whether reoptimization is enabled or not.

          Reoptimization gives you the chance to re-evaluate routes with another set of priorities and new activities.

          Goal Select the goal of the reoptimization: Reduce overdue, optimize routes, or assign high priority activities.
          Reoptimization filters Reoptimization filters compare routing results with the activities in the bucket and reassign activities based on the priorities set in the new filters.

          ClickAdd optimization filter to add activities which can be reoptimized.

          Under Activities, select the filter that you want to run against the activities in the bucket. Under Destination for unassigned activities, select the status that you want to assign to activities that are not assigned to routes and are, instead, returned to the bucket.

          This table describes the values you must set in the Resource overtime section:

          Setting Value
          Assign activities even if the assignment causes overtime Check box is cleared
          Do not assign "overtime" activities and leave them in the bucket
          Note: When you select this option, resources do not receive activities that will extend their workday past their scheduled working hours.
          Check box is selected
          Do not assign activities with more than __ min. overtime Check box is cleared
          Do not assign activities that unlikely to be finished in __ min. before end of resource's day Check box is cleared
          This table describes the values you must set in the Travel time section:

          Setting Value
          Minimize summary travel even if some activities require long travel times.
          Note: This option produces routes with optimized travel times for the entire organization, but not necessarily for each individual resource. As a result, a few activities might require long travel times, but the amount of travel for the whole group is optimized.
          Check box is selected
          Avoid travel longer than __ minutes, even though some activities might not be assigned and summary travel might increase. Check box is cleared

          Dynamic Routing Profile

          The routing plan in the Dynamic Routing (2 Activity/120 min) routes activities frequently. This routing plan is useful when activities are booked shortly before the activity time or when you do not know in advance which resources will be available to accept the activities. Routing results are not as optimal as using bulk routing, but activities are routed closer to their actual activity time.

          The following table describes the values you must set in the Add routing profile screen to create a dynamic routing profile:

          Setting Value Explanation
          Routing Plan Name 2hr in advance - Dynamic Routing N/A
          Routing Profile Dynamic Routing (2 Activity / 120 min) N/A
          Active Check box is selected The routing plan must be active before the application can use it to run routing.
          The following table describes the values you must set in the Run schedule screen to create a dynamic routing profile:

          Setting Value
          Run routing Recurrent
          Apply to activities within 1 day interval ( Range of 1 and 99 days)
          starting Today
          Start time 6:00
          End time 20:00
          Interval between runs 30 minutes
          Activity days Mon, Tue, Wed, Thu, Fri
          Time limit 5 minutes
          Three minutes is usually sufficient. In some cases, running the plan longer might produce a result that better matches your objectives. When activities are added to the system throughout the day and require a quick turn around, you must run routing plans frequently. Choose the recurrent option and run the plan to Today’s activities. Set the interval between runs to a short interval, typically 30-60 minutes is optimal. The following table describes the values you must set in the Assignment parameters section to create a dynamic routing profile:

          Setting Value Explanation
          Home zone radius overstep weight 4 This option defines the penalty to be applied if the resource leaves the home area to complete the activity. This option displays only when Center point home zone support is checked. The default value is 4.
          Try to schedule activities to service window start Check box is selected This option schedules activities as close to the start of service windows as possible. As a result, the activities are divided evenly across all of the resources in the bucket. Activities are typically more evenly distributed, but routes might be less efficient.
          Automatic Ordering Check box is selected This option places activities without service windows on the route in the most efficient order. Checking this option makes routes more efficient, but reduces the resources’ freedom to complete activities when they want to.
          Center point home zone support and Home zone radius An optional setting that enables you to specify a radius that spans a technician’s starting location. During the routing process penalties are assessed for assigning activities beyond this radius. The further away the activity is, the higher the penalty.
          Limit work by points Check box is cleared This option is only necessary if you use points to estimate activities. This option limits the number of activities assigned to a resource based on the maximum points allowed within a resource’s shift. You must send the point value for each activity through the API. This option displays only when Center point home zone support is checked.
          The following table describes the values you must set in the Filter parameters screen to create a dynamic routing profile:

          Setting Value Explanation
          Load Resources for 120 minutes

          2 activities

          Dynamic routing enables you to control the number of activities that should be placed on the resources’ schedules, or the amount of time that should be filled on the resources’ schedules. 120 minutes means that the routing plan fills the resource’s next 120 minutes with activities and 2 activities means that the routing plan assigns, at most, two activities to the resource.
          Stop loading when any limit is exceeded Check box is cleared When checked, this option instructs the routing plan to stop adding activities to the resource’s schedule when either the activity limit or the time limit is reached.
          Stop loading when both limits are exceeded Check box is selected When checked, this option instructs the routing plan to stop adding activities to the resource’s schedule when both the activity limit and the time limit is reached.
          Assign activities even if the assignment causes overtime Check box is selected When you select Assign activities even if the assignment cause overtime, routes are optimized for travel time and work, but resources might need to work past their scheduled working hours.
          Do not assign "overtime" activities and leave them in the bucket Check box is cleared When checked, this option instructs the routing plan to stop adding activities to the resource’s schedule when both the activity limit and the time limit are reached.
          The following table describes the values you must set in the Resource overtime screen to create a dynamic routing profile:

          Setting Value
          Do not assign activities with more than __ min. overtime Check box is cleared
          Do not assign activities that are unlikely to be finished in __ min. before end of resource's day Check box is cleared
          Note: When you select Assign activities even if the assignment cause overtime, routes are optimized for travel time and work, but resources might need to work past their scheduled working hours.
          The typical selection for this setting is Minimize summary travel even if some specific activities have long travel. This option produces routes with optimized travel times for the entire organization, but not necessarily for each individual resource. As a result, a few activities might require long travel times, but the amount of travel for the whole group is optimized.

          Assign Activities to Temporary Resources

          Normally routing considers activities from a given bucket and routes it down through the children in the hierarchical tree. However, there could be a situation where a resource must be temporarily assigned to work in an area, which is not part of the parent resource hierarchy. To handle such situations, routing can be configured to use resources from different parts of the resource tree.

          To enable the feature, follow this process:
          1. Select the Work zone support check box on the Business Rules screen.

          2. Assign one (or more) work zones to the resource on the Resource work zones screen. You must assign the Work Zone to the resource, and not to the parent organization unit. Work Zones assigned to the parent Organization Unit (bucket or organization) will not be used for this purpose.

          3. On the routing plan editor, open the Filters section and clear the Assign activities only to the resources down the hierarchical tree check box.

          After you have followed the steps mentioned earlier, resources that are permanently located in the bucket and the resources that are temporarily assigned are treated equally while assigning activities. This is available for manual, once a day, recurrent or sequential routing plans. The Routing screen shows the number of resources available for the given bucket and routing plan. As with other routing plans, Routing takes into account the work skill levels, work zone ratios, work schedules, locations and all other parameters while routing activities for temporary resources.
          Note: The assign activities to temporary resources feature is not available for immediate or urgent routing plans.

          Suppose that you have enabled the Organizations option and you have more than one organization defined. In this case, the activities are routed to the temporary resource only if the resource's organization matches with either the bucket's organization or the organization of any bucket or organization unit down the hierarchical tree. Suppose that you run a routing plan simultaneously on two (or more) buckets, which could be at different levels, but share the same resources that are either temporarily assigned or present in the tree hierarchy. The subsequent plans are paused until the previous plans finish running. This might lead to a delay in displaying the routing run results.