Configuring Optimized Rescheduling
By default, Optimized Rescheduling is disabled. To make this functionality available to dispatchers, you configure two Setting records, Display Lock Appointment Menu and Maximum Jobs Per Schedule Proposal (Including Dependent Jobs and Optimized Rescheduling) and update the configured Lock Appointment Schedule field value in Optimization Setting records.
You enable the Display Lock Appointment Menu setting to allow dispatchers to identify which Appointments are related to locked Jobs. When this setting is enabled, both the Lock Appointment Schedule and Unlock Appointment Schedule fields are enabled in the Edit Job dialog box, and both the Lock in Place and Lock to Arrival Window options cause a lock icon to appear on related Appointments.
You configure the total number of Jobs to be scheduled or rescheduled in the Maximum Jobs Per Schedule Proposal (Including Dependent Jobs and Optimized Rescheduling) setting. When this limit is exceeded, validation errors are triggered and users receive push notifications.
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Optimized Rescheduling is not supported for Multiple-Appointment Jobs, Multiple-Resource Jobs, Dependent Jobs, and Jobs related to Project Tasks. Any unsupported Jobs selected for Schedule Proposals are filtered out of the payload before data is sent to the optimization engine, and warning notifications show the names of the Jobs that are excluded from the results.
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To configure Optimized Rescheduling:
1. In Max Designer, on the Administration (
) launchpad menu, click Settings, and then in the list view, click Display Lock Appointment Menu.
) launchpad menu, click Settings, and then in the list view, click Display Lock Appointment Menu.2. On the record page, on the System Info tab, select the Active check box, and then in the top left corner, click Save and Close (
).
).3. In the Settings list view, click Maximum Jobs Per Schedule Proposal (Including Dependent Jobs and Optimized Rescheduling), and then on the Overview tab, in the Default Value field, enter a value of up to 350.
| | The default value of the Maximum Jobs Per Schedule Proposal (Including Dependent Jobs and Optimized Rescheduling) setting is 50. |
4. In the System Info tab, select the Active check box, and then in the top left corner, click Save and Close ().
).5. On the Developer Tools (
) launchpad menu, click Object Designer, and then search for and select the Optimization Setting object.
) launchpad menu, click Object Designer, and then search for and select the Optimization Setting object.6. In the left pane, click Records, and then in the list view, open an Optimization Setting record.
7. On the record page, on the Overview tab, in the Scheduling area, in the Lock Appointment Schedule field, select one of the following, and then in the top left corner, click Save and Close ().
).◦ Appointment Locked: Previously assigned Jobs are locked and validation errors are triggered to notify users to filter dispatched Jobs out of the currently selected Job List.
◦ Appointment Unlocked: Existing Appointments are rescheduled, regardless of the locking status of the related Jobs.
◦ Exclude Locked Jobs: Only the existing Appointments that are related to unlocked Jobs are rescheduled. Appointments related to locked Jobs are left unchanged.
For more information: