Dispatch Group - Algorithm
Open and navigate to the Algorithm page to define the algorithms that should be executed for field activities / field orders associated with a given dispatch group.
Description of Page
The grid contains Algorithms that control important functions in the system. You must define the following for each algorithm:
- Specify the System Event with which the algorithm is associated (descriptions of all possible events are provided below).
- Specify the Sequence and Algorithm for each system event. You can set the Sequence to 10 unless you have a System Event that has multiple Algorithms. In this case, you need to tell the system the Sequence in which they should execute.
These algorithms are typically significant processes. The absence of an algorithm may prevent the system from operating correctly.
The following table describes each System Event.
|
System Event |
Optional / Required |
Description |
|
Available Appointments |
Required if you use base appointment scheduling functions (and not external system integration) |
The algorithm plugged into this spot is responsible for determining which appointment periods may be linked to a field activity. Refer to Appointment Maintenance for a description of the transaction that's used to setup an appointment. Refer to The Big Picture Of Appointments for general information about appointments. |
|
FA Integration |
Required if dispatch group interfaces with an external system. |
The algorithm plugged into this spot is responsible for creating appropriate notification download staging records used to interface field activity information to an external system. This algorithm is not allowed if the dispatch group does not interface with an external system. Refer to Algorithms Control FA Integration for more information. |
|
Field Order Extract |
Required if dispatch group is "dispatchable" (refer to the description of Allow Dispatch on the Main page for more information) |
Refer to the description of Batch Control on the Main for a description of this system event. |
|
Validate Appointments |
Optional if you use base appointment scheduling functions |
The algorithm plugged into this spot is responsible for determining if a field activity can be linked to an appointment period. If you don't plug-in a Validate Appointments algorithm, the system will allow any appointment period that's displayed on the Appointment Maintenance transaction to be linked to a field activity. Refer to Appointment Maintenance for a description of the transaction that's used to setup an appointment. Refer to The Big Picture Of Appointments for general information about appointments. |