Configuring Nearby Job Recommendations
Nearby Job recommendation functionality searches Jobs within a specified distance from currently assigned Jobs and calculates 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 Jobs setting to retrieve travel times from the configured map provider.
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To configure Nearby Job recommendations:
1. In Max Designer, on the Administration (
) launchpad menu, click Settings, and then in the list view, click Enable Nearby Jobs Search.
) launchpad menu, click Settings, and then in the list view, click Enable Nearby Jobs Search.2. To 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. In the list view, click Threshold Distance for Nearby Jobs Search (in kilometers).
4. On the record page, on the Overview tab, in the Default Value field, configure a value of up to 100, and then in the top left corner, click Save and Close ().
).5. To configure default sorting criteria, in the list view, click Nearby Jobs Default Sort By, and then on the record page, on the Overview tab, in the Default Value field, click Distance (the default), Score, or Travel Time (if enabled).
| | • For the Nearby Jobs Default Sort By setting to take effect, the Enable Nearby Jobs Search setting must be enabled. • On the Resource List, Service Teams are sorted alphabetically by name, with their related Resource names listed alphabetically within each team. If the currently selected Resource is part of a Service Team, the team appears at the top of the Resource List with the current Resource listed first. |
6. In the top left corner, click Save and Close (), and then in the list view, click Enable Map Provider for Nearby Jobs.
), and then in the list view, click Enable Map Provider for Nearby Jobs.| | • When the Enable Map Provider for Nearby Jobs setting is disabled, users can sort the Nearby Jobs List by distance and score in ascending or descending order. Nearby Jobs are sorted by distance by default, even in cases where the Nearby Jobs Default Sort By setting is configured with the Travel Time option. ◦ When sorted by distance, Jobs with identical values are sorted by score in descending order. ◦ When sorted by score, Jobs with identical values are sorted by distance in ascending order. ◦ In cases where distance and score values are identical for multiple Jobs, results are sorted alphabetically by primary name. • When the Enable Map Provider for Nearby Jobs setting is enabled, users can sort the Nearby Jobs List by distance, score, and travel time in ascending or descending order. ◦ When sorted by distance, Jobs with identical values are sorted by travel time in ascending order, and in cases where distance and travel time values are identical for multiple Jobs, results are sorted by score in descending order. ◦ When sorted by score, Jobs with identical values are sorted by travel time in ascending order, and in cases where score and travel time values are identical for multiple Jobs, results are sorted by distance in ascending order. ◦ When sorted by travel time, Jobs with identical values are sorted by distance in ascending order, and in cases where travel time and distance values are identical for multiple Jobs, results are sorted by score in descending order. ◦ In cases where distance, score, and travel time values are identical for multiple Jobs, results are sorted alphabetically by primary name. • On the Resource List, Resources can be grouped by Service Team or Territory, depending on the permissions of the currently logged-in user. ◦ Resources are grouped by Service Team if users have access rights, or otherwise by Territory if available in Service Board and accessible to users. ◦ Service Teams and Territories are listed alphabetically by name, and Resources are listed alphabetically within those groups. ◦ The Resource related to the Job from which the Nearby Jobs option was invoked and the related Service Team always appear at the top of the Resource List. |
7. 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 ().
).For more information: