Once you have added a filter to a plan, you can adjust
some additional settings that affect how the Oracle Field Service Routing 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:
- Navigate to the Routing Profiles screen
and find the routing plan that you want to add the filter to.
- Click Actions and select Modify to open the Edit Routing Plan screen.
- Expand the Filters section of the Edit Routing Plan screen.
- Find the filter that you want to configure and click Settings.
- 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.
Note: For preassigned
activities, use the Do not assign activities with more
than X minutes overdue option with a high X (for example
1000) value. Do not use Assign activities even if resource
is unlikely to arrive inside time slot option.
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 segmentable activities 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 segmentable activities routing 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 segmentable activities routing run without rescheduling is the same as running
single-day runs for the same number of days.