Working with Long-Term Planning
Long-term planning allows you to use Schedule Optimization to plan work orders not just in the usual scheduling horizon period of 2-4 weeks, but also far into the future. For example, you can use long-term planning to schedule preventive maintenance work orders.
The following example demonstrates the use of long-term planning:
A car seller needs to raise servicing work orders for the sold cars every four months. Each car gets serviced three times a year. A large number of work orders are created at the beginning of the year, and manual scheduling of these work orders is not feasible. With long-term planning, the work orders can be scheduled immediately for the entire year. This ensures a predictable service schedule, which can be shared with the customers.
Creating Long-Term Planning Dispatch Process
You can use long-term planning in one of the following ways:
• Create a batch or real-time optimization dispatch process and add the long-term planning information. This enables the regular dispatch process to perform long-term planning. When the LTP scheduled work orders fall within the dispatch horizon of the batch or real-time optimization dispatch process, the work orders are further optimized and scheduled by the dispatch process.
• Create a dispatch process specifically for long-term planning.
For information about creating dispatch processes, see Creating Dispatch Processes.
If you select Optimized Batch or Real-Time Optimization as the dispatch method:
1. Create the batch or real-time optimization dispatch process.
2. Specify the required information for long-term planning in the Long-Term Planner tab, and save the dispatch process.
If you select Long-Term Planner as the dispatch method:
1. Create the dispatch process by providing all the information required for the optimization dispatch process.
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The Scheduling tab is not available when you select a Long-Term Planner as the dispatch method.
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2. Specify the required information for long-term planning in the Long-Term Planner tab, and save the dispatch process.
Specifying When Long-Term Planning Work Orders Should be Scheduled
Use the Preferred Start Time (PST) and Preferred End Time (PET) DateTime fields of the work order to specify a time window within which the long-term work order should be scheduled. Schedule Optimization schedules the long-term work orders on a date that is in the middle of the time period defined by PST and PET values. For example, if the PST value is July 1, 2020 and the PET value is July 31, 2020, the work order is likely to be scheduled around July 15, 2020. This is to ensure that the work orders are evenly distributed throughout the SLA time window.
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Ensure that the PST and PET DateTime field values are within the LTP scheduling horizon.
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