Creating Dispatch Processes in the Legacy UI

Service Modules > Scheduling and Optimization > Schedule Optimization > Schedule Optimization For Implementers > Setting Up Schedule Optimization > Creating Dispatch Processes in the Legacy UI

A dispatch process is a collection of configurable settings used by the Schedule Optimization engine to queue, assign, or schedule work orders.

• Dispatch processes are used to automatically route inbound work orders to dispatchers or technicians.

• A dispatch process can be based on simple assignment rules or on the Schedule Optimization engine's use of weighted constraints to assign work orders to technicians and perform route optimization.

• Depending on your organization’s dispatching needs, you can create and deploy Optimized Batch, Real-Time Optimization, and Long-Term Planner dispatch processes.

• ServiceMax allows you to deploy unlimited dispatch processes for various service territories.

This is a legacy dispatch process UI. ServiceMax recommends that you use the new Dispatch Process UI for managing dispatch processes.

Navigate to ServiceMax Setup > Scheduling & Optimization > Dispatch Processes to view the Dispatch Processes screen.

Considering the unique nature of dispatch processes, there is no sample or standard pre-configured process available with the ServiceMax installation. All dispatch processes must be created based on your organization’s requirements.

In the Dispatch Processes screen:

• To create a dispatch process, click New Process.

• To create a dispatch process from an existing process, select the process from the list and click Clone.

• To edit a dispatch process, select the process from the list and click Edit.

• To remove a dispatch process, select the process from the list and click Delete.

You can deactivate the Batch Optimization and Long-Term Planning dispatch processes instead of deleting them. This enables you to use those dispatch processes in the future if required.

To create a dispatch process, perform the steps:

• Selecting Dispatch Method

• Defining Territories

• Defining Capacity

• Defining Technician Efficiency

• Defining Prioritization

• Defining Constraints

• Defining Cost Factors

• Defining Scheduling Parameters

• Defining Long-Term Scheduling Parameters

• ServiceMax recommends that you adhere to a maximum limit of 100 dispatch processes. An error is displayed if you try to create more than 100 dispatch processes.

• If your org is not configured with Schedule Optimization, the following error is displayed when you try to perform any operation related to the Schedule Optimization dispatch process:No Optimization Engine is enabled for this org. Please contact ServiceMax Support to get any Optimization Engine enabled.

Ensure that Schedule Optimization is provisioned and configured in your org.

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