Configuring Overnight Stay Support for Schedule Proposals
In Service Board 23.2 and later, you can configure Overnight Stay Policy support for Schedule Proposals. To perform this configuration, you first create Overnight Stay Policy records in Salesforce and configure global and custom settings. After you associate Overnight Stay Policy records with Job and Resource records, you run initial sync to bring updated fields and data from Salesforce into Service Board.
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Overnight Stay Policy records are read-only in Service Board, and can be created and edited only in Salesforce.
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To configure overnight stay support for Schedule Proposals:
1. In Salesforce, on the ServiceMax Setup page, in the Scheduling & Optimization section, click Overnight Policy Setup, and then in the list view, in the top right corner, click New.
2. In the New Overnight Stay Policy dialog box, complete the fields as follows, and then save the new record to trigger real-time sync to Service Board.
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Field
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Description
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Name
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Enter a name for the record.
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Active
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Select or clear to activate or deactivate the policy.
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Allow [Day] Overnight Stay
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Select the days of the week on which overnight stays can be scheduled.
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Min Gap Between Consecutive ONS
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Configure the minimum number of days that should be left unscheduled between consecutive overnight stays.
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Total Overnight Stays
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The maximum number of overnight stays for which a technician can be scheduled within the configured scheduling horizon.
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Max Consecutive Overnight Stays
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The maximum number of consecutive days on which a technician can be scheduled for overnight stays within the configured scheduling horizon.
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Drive Time Threshold (in minutes)
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When the travel time from the work location to the technician's home location exceeds this value, overnight stay scheduling is triggered.
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Drive Distance Threshold (miles or kms)
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When the distance from the work location to the technician's home location exceeds this value, overnight stay scheduling is triggered.
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Policy Override
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Select to configure this policy for Efficiency Factor overrides.
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Currency
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Click the appropriate currency for the job location.
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3. After you create one or more Overnight Stay Policy records, follow the steps in Configuring Territory Match Rules in Schedule Optimization for Implementers to configure or update the rules to be used to determine the Territory records to which to link newly created or updated Work Order records in Salesforce.
4. In the Work Order record for which you want to configure overnight stay support for Schedule Proposals, in the Primary Territory field, click the Territory name, and then on the Territory record page, in the Overnight Stay Policy field, select the policy you want to use for this Work Order.
5. In the Technician record for which you want to configure overnight stay support for Schedule Proposals, in the Overnight Stay Policy field, select the policy you want to use for this Technician.
6. Repeat the previous two steps as needed to configure more Work Order and Technician records, and then on the ServiceMax Setup page, in the App Administration section, click Settings.
7. On the Manage Settings page, in the Common module and Global Settings submodule, if needed, edit the GBL006 setting, and then in the Optimax module and Manage Optimax Settings submodule, in the Custom Settings section, click New Setting and complete the fields as follows.
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Field
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Value
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Setting ID
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SET00888
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Setting Name
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Overnight Policy Start of the Week
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Description
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Use this setting to define the start of the week.
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Data Type
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Text
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Setting Type
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Global
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8. After you save the setting, in the list view, select the check box to its left and click Add/Edit, and then in the Setting Values dialog box, in the Default Value field, enter the day that you want to define as the start of the week and save the record.
9. In Max Designer, on the Developer Tools (
) launchpad menu, click Initial Sync Actions, and then in the list view, open each of the following Initial Sync Action records and manually run initial sync.
) launchpad menu, click Initial Sync Actions, and then in the list view, open each of the following Initial Sync Action records and manually run initial sync.◦ Initial Sync Jobs
◦ Initial Sync Resources
◦ Initial Sync Territories
| | To avoid maximum distance violation errors, set a larger value in the Maximum Traveling Distance Per Resource Per Day (km) in Optimization Setting records, and be sure that distances between dispatched Jobs and Resources do not exceed these limits. |
For more information: