SET002

Always Calculate Dispatch Process

This setting indicates if the Dispatch Process for a work order is calculated every time the work order is updated.

Boolean

False

SET003

Default Dispatch Priority

Default dispatch priority will be used for a work order if no prioritization rules are applied.

Number

1

Used to define default dispatch priority if no prioritization rules are set in the dispatch process.

SET004

Default Service Duration

Default calendar duration to schedule a work order if none of the MTTS rules can be applied.

Number

60

Used to define default service duration if no MTTS rules are available or no MTTS rules can be applied to the work order. For more information, see Configuring MTTS Rules.

SET008

SLA Timestamp for Work Order Scheduling

SLA Timestamp to be used as the maximum end time for scheduling a work order.

Picklist

Onsite Response Customer

Used in Jeopardy Conditions Computation.

SET009

Change Owner On Assignment

This setting is used by Immediate dispatch. It indicates if the owner of a work order should be changed to the technician's Salesforce user upon assignment. If set to false, only the technician name on the work order is set by the Immediate dispatch.

Boolean

True

SET010

Email Address to send error notifications

Email ID to which notifications can be sent about errors encountered when preparing Work Orders for OptiMax jobs.

Text

Null

SET011

Next N days to find available slots for immediate dispatch

This setting is used by Immediate dispatch. It indicates the limit to finding an available slot to schedule a work order.

Number

5

SET012

Technician's average drive time (in minutes)

Technician's average drive time in minutes. Used in an immediate dispatch to schedule an event in the next available slot on the technician's calendar. This is also used for capacity calculation in optimized dispatch.

Number

60

SET013

Consider same day in Immediate Dispatch

This setting indicates if the current day must be included or excluded when finding an available slot in a technician's calendar.

Boolean

True

SET014

Lead Time to consider when assigning technician on same day

This setting indicates the number of minutes to skip before finding a suitable slot on the technician's calendar. Used in immediate dispatch only if the current day is considered.

Number

60

SET015

Event subject

The API field name of the field in the Work Order object. The value of this field will be considered as a Subject in the event. This is used in immediate dispatch. Dispatch console uses Subject Rules.

Text

Name

SET016

Default start day for Full run Time Horizon

The earliest day on which work orders can be scheduled by OptiMax for Full runs. 0 indicates today, 1 indicates today + 1, and so on. This is the default value displayed on the Dispatch Process screen.

Number

0

SET017

Default end day for Time Horizon

Starting from the planning horizon, the number of days technician capacity is calculated. This is the default value displayed on the Dispatch Process screen.

Number

3

SET018

Include Apex Debug Log For Troubleshooting

Setting this to true enables advanced troubleshooting of OptiMax Jobs. The debug email will contain Salesforce Apex debug logs.

Boolean

False

SET033

P1 Priority

Dispatch Priority of the Work Order if the work order falls in the P1 priority bucket.

Number

5

Used to set dispatch priority values for P1, P2, P3, and P4 prioritization rules respectively. For more information, see Defining Prioritization.

SET034

P2 Priority

Dispatch Priority of the Work Order if the work order falls in the P2 priority bucket.

Number

4

SET035

P3 Priority

Dispatch Priority of the Work Order if the work order falls in the P3 priority bucket.

Number

3

SET036

P4 Priority

Dispatch Priority of the Work Order if the work order falls in the P4 priority bucket.

Number

2

SET049

Auto-calculate work order's Primary Territory using Territory Match Rules

If set to True, this setting enables automatic calculation of the work order's Primary Territory using Territory Match Rules when a work order is created or updated, overwriting any value entered manually or through other Salesforce processes. If set to False, the automatic calculation is disabled, and Primary Territory entered manually or through other means will be considered for Optimized Batch dispatch process calculation.

Boolean

False

Territory is populated in the work order when any of the territory match rules is met. For more information, see Configuring Territory Match Rules.

SET050

Auto-calculate Preferred Technician for OptiMax/SP dispatch process work order

If set to True, this setting enables automatic calculation of the work order's Preferred Technician, when the work order matches an Optimized Batch dispatch process either for Schedule Optimization or for Linx for Service power (SP), overwriting any value entered manually or through other Salesforce processes. If set to False, the automatic calculation is disabled and the Preferred Technician entered manually or through other means will be retained for use, with or without matching the Optimized Batch dispatch process.

Boolean

False

Preferred technician is populated only when the work order has an account linked to it and that account or installed product has a technician as a preferred technician (not in the Resource Preference object, but in the Preferred Technician field of the account or the installed product).

SET051

Enable Resource preference management for Work Order

If set to True, the Work Order Resource list is computed to determine the Mandatory, Prohibited, and Preferred technicians for the Work Order. This computation is based on the Resource Preference entries on the related Installed Product, Location, and Account records. For this setting to work, GBL007 should also be set to True.

Boolean

False

Used to define Resource Preference Management behavior.

SET052

Time Zone Validation

If set to True, the technician working hours time zone and Territory time zone will be matched, and only technicians who have the same time zone as the work order territory will be considered for scheduling.

Boolean

True

Used in Defining Business Hours for Territories.

SET053

Batch Technician Expertise

If set to True, this setting enables batching of technicians’ expertise records update.

Boolean

False

SET054

Technician Expertise Batch Size

This setting specifies the technician's expertise in records batch size sent to OptiMax. The Batch Technician Expertise setting should be set to True for this setting to work.

Number

25

SET055

SLA Calculation

This setting is for computing the SLA on the work order.

Boolean

True

SET056

Skillset calculation for work orders

This setting enables and disables the skill set calculation for work orders.

Boolean

True

Used or populating Skill Set.

SET057

Recursive check for Precalculation

Enable/Disable the recursive check that evaluates if recursive execution of Precalculation is required or not.

Boolean

False

SET058

Enable Technician Eligibility Rules

If set to True, Qualified Technicians are populated on the work order using Technician Eligibility Rules.

Boolean

False

Used in QTL generation.

SET059

Maximum event scheduling duration in minutes

This is the maximum schedulable duration in minutes for a single event (or appointment). For long jobs (mostly scheduled over multiple days) having a total schedulable service duration more than this value, multiple events (appointments) are scheduled, each having a maximum schedule duration of this value. The entire duration of all the scheduled events equals the total schedulable service duration of the long job. Consider setting this value such that the individual event fits inside the technicians’ working hours including any driving, overhead, and break times.

Number

0

Used in Configuring Schedule Optimization to Schedule Long-duration Work Orders.

SET060

Technician Working Hours

Choose either Salesforce Business Hours or Shifts defined in Service Board to determine the technician’s working hours and availability.

Picklist

Business Hours

Used in Configuring Schedule Optimization to Use Service Board Shift Information.

If the value is set to Business Hours, the working hours and holidays must be configured in SFDC. If the value is set to SB Shifts, all the technician details are fetched from Service Board.

SET00100

Service duration validation

If set to True, this setting enables validation of service duration with drive times. Particularly negative service duration not allowed to save.

Boolean

True

Set the value to False to bypass the validation for the negative Service Duration value. For more information, see Configuring the Service Duration Validation.