1

Get the Schedule Optimization license and get it provisioned for your organization. Ensure that your user account is set up and authenticated. For more information, see Provisioning and Configuring Schedule Optimization.

2

Decide the type of optimization suitable for your organization - real-time or batch. For more information, see Types of Optimizations.

3

Define your service teams comprising your technicians. For more information, see Setting up Service Organization.

4

Define your territories. For more information, see Setting up Service Organization.

5

See the Data Volume Recommendations. Ensure that the data in your service organization is feasible for Schedule Optimization.

6

Identify and define your service requirements. For more information, see Defining Service Requirements.

7

Identify the mandatory and optional business processes and rule configurations. For more information, see Business Process Configuration.

8

Set up Territory Match Rules. For more information, see Configuring Territory Match Rules.

9

(Optional) Set up MTTS Rules. For more information, see Configuring MTTS Rules section.

10

(Optional) Set up Skill Match Rules. For more information, see Configuring Skill Match Rules.

11

(Optional) Set up Eligibility Rules. For more information, see Configuring Technician Eligibility Rules.

12

Set up and schedule dispatch processes. Define the process sequence if you have multiple dispatch processes. For more information, see Creating Dispatch Processes.

13

View the scheduling output in Dispatch Console. For more information, see Viewing Scheduling Output.

14

Monitor Schedule Optimization by creating and viewing custom views and optimizer transactions. For more information, see Monitoring Schedule Optimization.