Managing Time Window for Current-Day Optimization Jobs

Service Modules > Scheduling and Optimization > Service Board > Service Board Usage and Configuration > Service Board for Administrators > Scheduler and Crew Manager Configuration > About Schedule Optimization and Project Management > Current-Day Optimization Configuration > Managing Time Window for Current-Day Optimization Jobs

Current-Day Optimization is a Production Beta feature in Service Board 25.1.

Because Current-Day Optimization is focused only on the current day, Appointments that are in progress can be affected. To prevent time-sensitive schedules from unintentional changes that can affect work completion status, you can configure a time window during which scheduled Appointments cannot be modified, even if optimization settings would otherwise allow changes. For example, you can configure the functionality to lock all schedules for 60 minutes during execution, and any Appointments within that time window are then excluded from scheduling changes triggered by the optimization engine.

In the Optimization Settings record you configure for Current-Day Optimization jobs, you can define:

• Lead Time: The lead time controls how far into the future the optimization engine can adjust appointments.

• Lag Time: The lag time controls how far into the past the optimization engine can adjust appointments.

• A combination of lead time and lag time defines the time band within which CDO can make schedule changes, with the lag time setting the past boundary and the lead time setting the future boundary.

You can customize these time windows for various user groups based on the region, business unit, or other operational criteria. This ensures that scheduling automation aligns with your organizational needs.