SET003

Referenced in: Creating Work Order Event

Enable overhead times for work order events

If set to True, overhead times at the start and end of the work order service are captured and displayed in Dispatch Console for work order events.

Boolean

False

SET004

Referenced in: Creating Work Order Event

Enable break time for work order event

If set to True, break time during the work order service is displayed in Dispatch Console for work order events.

Boolean

False

SET005

Show Type field in create/edit event window for non-Work Order events

Setting this to true displays the Salesforce/ServiceMax Event object's Type field in the create/edit event window for non-Work Order events. Before setting this to true, access to Type field in Salesforce/ServiceMax Event object must be enabled for Dispatch Console users.

Boolean

True

SET006

Enable Job Duration Management (JDM) field updates

Setting this value to Enabled will activate automation associated with a new set of fields for managing the various durations associated with more complex work orders -- especially those requiring multiple events. This automation will keep a running total of the duration of all events associated with the work order in the 'Scheduled Duration' field. It will manage a 'Revised Estimate' field, which will sum 'Original Estimate', 'Scope Change', and 'Variance' to assist in updating a baseline plan as plans change and work occurs. An Unscheduled Duration will track the difference between the 'Revised Estimate' and 'Scheduled Duration'. This Unscheduled Duration will be defaulted into the 'Service Time' field in place of the old field 'Service Duration (in seconds)' on the New Event dialog in the dispatch console where the user can accept or manually override this value before creating new events. All of this JDM functionality can be deactivated on specific work orders by setting the value of the field 'Scheduling Options' to 'All Options Disabled'.

Picklist

Disabled

SET007

Auto-create multiple events for work orders with Long Job Scheduling activated

Setting this to Enabled allows a dispatcher to utilize the Long Job Scheduling feature in the Create New Event dialog in the dispatch console. This feature automatically splits the work order's Service Time into as many events as are necessary to align with up to four separate constraints available to the dispatcher within the dialog. The constraints to be respected include work order's Preferred Business Hours (machine access hours), technician's Working Hours, avoiding overlap with existing events, and avoiding openings shorter than a configured minimum event duration. Events are not scheduled on holidays associated with the work order's and technician's business hours if these constraints are chosen. The Long Job Scheduling feature works in the same way for both Salesforce and ServiceMax events. NOTE: This setting can only be considered if 'SET006-Enable JDM field updates' is enabled

Picklist

Disabled

SET008

Minimum Event Duration

This is the default minimum schedule duration that will be saved on each Work Order when it is created. Users will be able to overwrite this value on each work order as desired. The work order minimum schedule duration will be defaulted into the Create New Event dialog on the dispatch console and represents the shortest 'Service Time' for which an event will be created when splitting long jobs spanning across multiple days in the technician Gantt. The Long Job Scheduling algorithm will not automatically create events in otherwise valid openings on the tech's calendar which are shorter than the Minimum Schedule Duration + Drive Time + Overhead Time + Break Time of the potential event. However, the user can chose to edit the minimum schedule duration when utilizing the Long Job Scheduling Algorithm to automatically create multiple events simultaneously in the Create Event Window. Edits the user makes in this way will not affect the value stored on the work order, allowing the dispatcher discretion to override the default in a given instance without resetting the general default.

Number

150

SET009

Maximum calendar days searched without a success for scheduling Long Job events

This setting represents the maximum number of contiguous calendar days the Long Job Scheduling algorithm will consider beyond the previous successful event placement (or the start/date time in the case of the first event for that attempt) in order to find the next successful event placement. In the event that it fails to find another match within this window, the save will be canceled, and a warning message will be issued to the user to revisit (and adjust) the criteria set in the event edit window and try again. NOTE: This setting tracks true calendar days, not working days as defined in a business hours record.

Number

14

SET011

Order Status to apply when under-scheduling protocol is triggered

This setting can be used to choose an Order Status to apply to work orders for which the under-scheduling protocol has been triggered (i.e when the work order's unscheduled duration changes from fully scheduled (zero) to less than fully scheduled status (greater than zero)). The work order's order status will be set to whatever value you input in this text box. If the setting is left blank, no status change will occur. This will allow you to bring under-scheduled work orders to your dispatchers attention by creating dispatch console views that filter on order status

Text

SET012

Manage events outside preferred business (machine access) hours

This setting controls warning and validation for events which updates WO LJS values such that they extend beyond the business hours set in the Preferred Business Hours field on the related work order . If set to WARN, then any such edit will trigger a confirmation warning to the user, if set to DISALLOW, then the user will be prevented from saving such changes, and if set to ALLOW, then a standard save will occur without interruption of any kind.

Picklist

Disallow

SET013

List only the underscheduled work order in the grid? Show its Project View?

This setting determines what happens when a work order is underscheduled. If set to Ask user, user will be prompted to decide if and how this work order and its events should be displayed. If set to List as the only work order & Show Project View, this work order is listed as the only work order in the grid and all its events are displayed in the Gantt in Project View. If set to Just list as the only work order, this work order is listed as the only work order in the grid. If set to Do not list as the only work order, there will be no change in the list of work orders displayed in the grid. When the option selected by the user or the setting value requires listing of only the underscheduled work order, it is included in the grid view even if it does not meet the criteria configured for the Dispatch Console view displayed in the grid.

Picklist

Ask user

SET014

Apply the ‘Enable Scheduling’ check for all technicians

This setting controls the ‘Enable Scheduling’ check on the Technician record. If set to ‘Enabled’, the check is applied to all Technicians; That means, scheduling allowed only if the ‘Enable Scheduling’ is checked. If set to ‘Disabled’, the check is applied to only Technicians without a Salesforce user association.

Picklist

Disabled