|
Setting ID
|
Setting Name
|
Description
|
Data Type
|
Default Value
|
|---|---|---|---|---|
|
SET002
|
Always Calculate Dispatch Process
|
This setting indicates if the Dispatch Process for a work order is calculated everytime the work order is updated
|
Boolean
|
False
|
|
SET003
|
Default Dispatch Priority
|
Default dispatch priority to be used for a work order if none of the prioritization rules can be applied on it
|
Number
|
1
|
|
SET004
|
Default Service Duration
|
Default calendar duration to be used to schedule a work order if none of the MTTS rules can be applied on it
|
Number
|
60
|
|
SET008
|
SLA Timestamp for Work Order Scheduling
|
SLA Timestamp to be used as the maximum end time for scheduling a work order
|
Picklist
|
Onsite Response Customer
|
|
SET009
|
Change Owner On Assignment
|
This setting is used by Immediate dispatch. It indicates if the owner of a work order should be changed to the technician's Salesforce user upon assignment. If set to false, only the technician name on the work order is set by the Immediate dispatch.
|
Boolean
|
True
|
|
SET010
|
Email Address : To send error notifications
|
Email ID to which notifications can be sent about errors encountered when preparing Work Orders for OptiMax jobs
|
Text
|
|
|
SET011
|
Next N days to find available slots for immediate dispatch
|
This setting is used by Immediate dispatch. It indicates the limit to find an available slot to schedule a work order
|
Number
|
5
|
|
SET012
|
Technician's average drive time (in minutes)
|
Technician's average drive time in minutes. Used in immediate dispatch to schedule an event in the next available slot on the technician's calendar.
|
Number
|
60
|
|
SET013
|
Consider same day in Immediate Dispatch
|
This setting indicates if the current day must be included or excluded when finding an available slot in a technician's calendar
|
Boolean
|
True
|
|
SET014
|
Lead Time to consider when assigning technician on same day
|
This setting indicates the number of minutes to skip before finding a suitable slot on technician's calendar. Used in immediate dispatch only if current day is considered
|
Number
|
60
|
|
SET015
|
Event subject
|
API field name of the field in Work Order object. Value of this field will be considered as Subject in event. This is used in immediate dispatch. Dispatch console uses Subject Rules
|
Text
|
Name
|
|
SET016
|
Default start day for Full run Time Horizon
|
Earliest day on which work orders can be scheduled by OptiMax for Full runs. 0 indicates today, 1 indicates today + 1 and so on. This is the default value displayed in Dispatch Process screen
|
Number
|
0
|
|
SET017
|
Default end day for Time Horizon
|
Starting from the planning horizon start, number of days for which technician capacity is calculated. This is the default value displayed in Dispatch Process screen
|
Number
|
3
|
|
SET018
|
Include Apex Debug Log For Troubleshooting
|
Setting this to true enables advanced troubleshooting of OptiMax Jobs. The debug email will contain Salesforce Apex debug logs
|
Boolean
|
False
|
|
SET033
|
P1 Priority
|
Dispatch Priority of the Work Order if the work order falls in the P1 priority bucket.
|
Number
|
5
|
|
SET034
|
P2 Priority
|
Dispatch Priority of the Work Order if the work order falls in the P2 priority bucket.
|
Number
|
4
|
|
SET035
|
P3 Priority
|
Dispatch Priority of the Work Order if the work order falls in the P3 priority bucket.
|
Number
|
3
|
|
SET036
|
P4 Priority
|
Dispatch Priority of the Work Order if the work order falls in the P4 priority bucket.
|
Number
|
2
|
|
SET049
|
Auto-calculate work order's Primary Territory using Territory Match Rules
|
If set to True, this setting enables automatic calculation of work order's Primary Territory using Territory Match Rules when a work order is created or updated, overwriting any value entered manually or through other Salesforce processes. If set to False, automatic calculation is disabled, and Primary Territory entered manually or through other means will be considered for Optimized Batch dispatch process calculation.
|
Boolean
|
False
|
|
SET050
|
Auto-calculate Preferred Technician for OptiMax/SP dispatch process work order
|
If set to True, this setting enables automatic calculation of work order's Preferred Technician, when the work order matches an Optimized Batch dispatch process either for Optimax or for Linx for Servicepower(SP), overwriting any value entered manually or through other Salesforce processes. If set to False, automatic calculation is disabled and Preferred Technician entered manually or through other means will be retained for use, with or without matching Optimized Batch dispatch process.
|
Boolean
|
False
|
|
SET051
|
Enable Resource preference management for Work Order
|
If set to True, Work Order Resource list is computed to determine the Mandatory, Prohibited, and Preferred technicians for the Work Order. This computation is done based on the Resource Preference entries on related Installed Product, Location and Account records. For this setting to work, GBL007 should also be set to True.
|
Boolean
|
False
|
|
SET052
|
Time Zone Validation
|
If set to True, Technician working hours time zone and Territory time zone will be matched, and only the technicians who have the same time zone as the work order territory will be considered for scheduling.
|
Boolean
|
True
|
|
SET053
|
Batch Technician Expertise
|
If set to True, this setting enables batching of technicians expertise records.
|
Boolean
|
FALSE
|
|
SET054
|
Technician Expertise Batch Size
|
This setting is for specifying the technician expertise records batch size sent to OptiMax.For this setting to work, Batch Technician Expertise setting should be set to True.
|
Number
|
25
|
|
SET055
|
SLA Calculation
|
Compute the SLA on the work order
|
Boolean
|
True
|
|
SET056
|
Skill set calculation for work orders
|
Enable/disable the skill set calculation for work orders.
|
Boolean
|
True
|
|
SET057
|
Recursive check for Precalculation
|
Enable/Disable the recursive check that evaluates if recursive execution of Precalculation is required or not.
|
Boolean
|
False
|
|
SET058
|
Enable Technician Eligibility Rules
|
If set to True, Qualified Technicians are populated on the work order by using Technician Eligibility Rules.
|
Boolean
|
False
|
|
SET059
|
Maximum event scheduling duration in minutes
|
This is the maximum schedulable duration in minutes for a single event (or appointment). For long jobs (mostly scheduled over multiple days) having a total schedulable service duration more than this value, multiple events (appointments) are scheduled, each having a maximum schedule duration of this value. The total duration of all the scheduled events is equal to the total schedulable service duration of the long job. Consider setting this value such that the individual event fits inside the technicians’ working hours including any driving, overhead and break times.
|
Number
|
0
|
|
SET060
|
Technician Working Hours
|
Choose either Salesforce Business Hours or Shifts defined in Service Board to determine technician’s working hours and availability.
|
Picklist
|
Business Hours
|