Nearby and Similar Jobs Configuration
Nearby Jobs
Nearby Jobs recommendation functionality is used to globally search Jobs within a default 10-kilometer radius from currently assigned Jobs and show the results on the Nearby Jobs List. This functionality is disabled by default, and you must configure the Enable Nearby Jobs Search setting to make it available to users.
Recommendation scores are calculated 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. To adjust the search radius to a maximum of 100 kilometers, you can configure the Threshold Distance for Nearby Jobs Search setting.
Nearby Jobs Resource List Sorting
Resource recommendation scoring for the Nearby Jobs option is calculated in the same manner as for the Recommend Resources option, and the most qualified Resources and their related Service Teams or Territories are always listed at the top of the Resource List.
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 users invoke the Nearby Jobs option and the related Service Team always appear at the top of the Resource List.
Similar Jobs
Show Similar Jobs functionality is used to globally search for Jobs that are similar to selected Jobs and show the results on the Similar Jobs List. This functionality is disabled by default, and you must activate the Show Similar Jobs control to make it available to users.
Similar Job matching is based on the following values:
• Address
◦ Country
◦ State/Province
◦ City
◦ Street
◦ Postal Code
◦ Geocode
• Installed Product
• Service Team
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• If any of these field values are unspecified in selected Jobs, or if the currently-logged in user has no access to view specific field values, matching on those fields are skipped.
• Project Jobs and Jobs in an end status are not matched.
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Common Functionality
Default Sort Method
On the Nearby Jobs List and Similar Jobs List, results are sorted by default as follows:
• Nearby Jobs List: Sorted by ascending Distance, descending Score, and ascending Travel Time.
• Similar Jobs List: Sorted by ascending Distance and ascending Travel Time.
You can configure the Nearby and Similar Jobs Default Sort Method setting to change default sort behavior as follows:
• Nearby Jobs: Sort by Score in descending order, or by Travel Time in ascending order.
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In cases where large numbers of Nearby Jobs 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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• Similar Jobs: Sort by Travel Time in ascending order.
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• Default sort direction is based on the configured Sort By option. The Travel Time sorting option is available only when the Enable Map Provider for Nearby and Similar Jobs setting is enabled.
• The Score sorting option is supported only for Nearby Jobs. When this option is configured, the Distance sorting option is used for Similar Jobs by default.
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Travel Time Calculation
By default, when the Nearby Jobs and Similar Jobs options are invoked, point-to-point distances are calculated from the database without travel time calculation. To retrieve travel times from the configured map provider, you can enable the Enable Map Provider for Nearby and Similar Jobs setting.
Sorting behavior for the Nearby Jobs List and Similar Jobs List varies based on whether the Enable Map Provider for Nearby and Similar Jobs setting is enabled or disabled, as follows
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Action
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Nearby Jobs
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Similar Jobs
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Map Provider Enabled
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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.
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Users can sort the Similar Jobs List by distance or travel time in ascending or descending order.
• When sorted by distance and distance values are identical, Jobs are sorted by travel time in ascending order. If both distance and travel time values are identical, Jobs are sorted alphabetically by primary name.
• When sorted by travel time and travel time values are identical, Jobs are sorted by distance in ascending order.
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Map Provider Disabled
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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.
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Users can sort the Similar Jobs List by distance in ascending or descending order.
If distances are identical, Jobs are sorted alphabetically by primary name.
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