Configuring Nearby Job Recommendations
Nearby Job recommendation functionality is used to perform global searches for Jobs within a specified distance from currently assigned Jobs and calculate recommendation scores based on Resource qualifications and Job Requirements. This logic is executed automatically when Jobs are dispatched or reassigned, and a notification appears when nearby Jobs are found. This feature is disabled by default, so to make the functionality available to users, you must first enable it.
By default, Jobs within a 10-kilometer radius are searched, and you can configure the search radius to a maximum of 100 kilometers. Results are sorted by Distance in ascending order by default, and you can also configure default sorting by Score in descending order or by Travel Time in ascending order. In cases where large numbers of results are returned because many Jobs are within the search radius, you can use SQML to define filtering criteria such as Status.
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Resource recommendation scoring for the Nearby Jobs option is calculated in the same manner as for the Recommend Resources option. By default, when the Nearby Jobs option is invoked, point-to-point distances are calculated from the database without travel time calculation. However, you can enable the Enable Map Provider for Nearby and Similar Jobs setting to retrieve travel times from the configured map provider.
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To configure Nearby Job recommendations:
1. In Max Designer, click Administration (
) > , and then in the list view, click Enable Nearby Jobs Search.
) > , and then in the list view, click Enable Nearby Jobs Search.2. To enable the feature and show the Nearby Jobs option on the Appointment context menu, on the record page, on the Overview tab, select the Default Value check box, and then in the top left corner, click Save and Close (
).
).3. To configure the search radius, in the Settings list view, click Threshold Distance for Nearby Jobs Search (in kilometers), and then on the record page, on the Overview tab, in the Default Value field, configure a value of up to 100.
4. In the top left corner, click Save and Close (), and then to enable travel time calculation, in the Settings list view, click Enable Map Provider for Nearby and Similar Jobs.
), and then to enable travel time calculation, in the Settings list view, click Enable Map Provider for Nearby and Similar Jobs.5. On the record page, on the Overview tab, select the Default Value check box, and then in the top left corner, click Save and Close ().
).6. To configure default sorting criteria, in the Settings list view, click Nearby and Similar Jobs Default Sort Method, and then on the record page, on the Overview tab, in the Default Value field, click one of the following options:
◦ Distance (the default)
◦ Score
◦ Travel Time (if enabled)
7. In the top left corner, click Save and Close ().
).