Current-Day Optimization Configuration
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Current-Day Optimization is a Production Beta feature in Service Board 25.1.
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Unexpected real-time changes are a normal part of day-to-day field service operations. When Jobs are canceled or urgent new tasks arise, or when technician availability fluctuates, manually triggered reoptimization work can become unscalable.
To address this business need, Current-Day Optimization provides continuous automated dispatch based on defined criteria with minimal dispatcher intervention. Close adherence to SLAs, better efficiency, and heightened responsiveness are other benefits of this functionality.
Current-Day Optimization is an automation layer that augments existing Schedule Optimization functionality. Typically, this automation is implemented via a System Job that is based on Job eligibility filters, Resource filters, and Optimization Settings, which is executed at specified intervals. Users can also run Current-Day Optimization manually when and as needed.
To configure Current Day Optimization, you first create and configure a System Job to define the execution frequency, and then create a Current-Day Optimization record to configure the Jobs, Resources, and Optimization Setting values to include in the automation.
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For best results, System Job execution frequency should be set to 15 minutes or longer. Although Current-Day Optimization supports minimum execution intervals of 1 minute, this frequency limit should be configured only for critical and low-volume requirements. Although you can override the standard validation logic to set execution frequencies shorter than 60 seconds for more urgent processing needs, the result is significantly increased resource consumption. This impact is compounded in scenarios where high data volumes are processed or large numbers of jobs are scheduled.
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To ensure scheduling behavior aligns with your organizational needs, you can configure lead times during which schedules are locked while Current-Day Optimization execution is in progress. This ensures that schedules are not adjusted for a specified amount of time after optimization processing begins, so that work in progress is not disrupted. You can then execute the System Job automatically or manually and monitor execution.
When Current-Day Optimization jobs fail due to data issues, you can check the related Current-Day Optimization Failed Job records to obtain details to help you troubleshoot the cause of the error. After you update any field values that triggered the error, you can run the job again to clear the blocking issues.