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  • Chris Phillips
    Using Teamwork for Part Day
    Topic posted December 10, 2019 by Chris PhillipsSilver Medal: 2,000+ Points, tagged Configuration, Dispatch Functionally, Resource Management, Routing / Optimization 
    Title:
    Using Teamwork for Part Day
    Summary:
    How to configure resources to change teams part way through the day
    Content:

    In our organisation, we have resources who work together as teams. Generally these team assignments will be the same during the working day, but there are some use cases where team assignments can change part way through the day. 

    We have been looking to utilise Teamwork functionality as a way to achieve this, however we have found a fundamental limitation with Teamwork which i wanted to share, and discuss to see if other customers have similar use cases and any suggestions on how to achieve the desired outcome.

    When we assign teamwork activities, we can specify a duration of the activity. However, OFSC logic does not pay attention to this duration in terms of the sharing of skills. In a test that i've conducted (see attachment for details), i assigned one resource as an assistant for the first half of the day, and another assistant with a different skill for the 2nd half of the day. OFSC doesn't seem to recognise that the assistants are only assisting for part of the day and assumes their skill contributions are available all day. This fundamentally does not support our use case.

     

    Does anybody else have similar scenarios? If so, what have you done to achieve them?

    Version:
    19D
    Document:
  • Mohan Raj
    Assigning the activity based on lat and long details
    Topic posted October 29, 2019 by Mohan RajGreen Ribbon: 100+ Points, tagged API / Integration, Configuration, Dispatch Functionally, Resource Management, Routing / Optimization 
    Title:
    Assigning the activity based on lat and long details
    Content:

    Hi Gurus,

    We are trying to assign activity to the technician's inventory nearby location rather than assigning based on customer location. My one of the option is to push lat and long details of the the inventory location. Will that be helpful for routing that that activity to the technician who are nearby that coordinates.

    If any, can someone suggest idea to achevie this solution.

    Thanks,

    Madhu

  • Austin Keller
    Use "address" as bundling key and create bundling...1
    Topic posted October 21, 2019 by Austin KellerRed Ribbon: 250+ Points, tagged Routing / Optimization 
    Title:
    Use "address" as bundling key and create bundling key only automated-routing
    Summary:
    We want to create a routing profile that will add more weight to bundling than address coordinate
    Content:

    I have seen a few similar posts in the past, but not any definitive answers or solutions.

    Our subsidiary averages 4% coordinates found on addresses.  This is a government level issue and address verification will not be immediately resolved.

    As a work around, each technician/group has a personalized work zone. Within each work zone, communities are grouped by terminal (like GR 10, GR 5, ...). We write the terminals to the 'address' and enabled visit functionality with 'address' as bundling key.  Unfortunately, we still have activities autorouted that are not grouping the terminals (addresses). 

    For example; Activity1.address = TB4, Activity2.address = TB4, Activity3.address = TB7, Activity4.address = TB7, Activity5.address = TB4

    This seems to be due to some algorithm that Oracle developed for routing by address. The postalCode is also not used, so I have recently started writing the terminal to the address and postalCode.  Has anyone developed a routing profile to give preference to bundling and reduce weight of found addresses?

    Version:
    19C Service Update 12
  • Erlin Garcia
    Error deleting capacity categories and skills2
    Topic posted October 14, 2019 by Erlin GarciaBronze Medal: 1,250+ Points, tagged API / Integration, Capacity / Quota, Collaboration, Configuration, Dispatch Functionally, Resource Management, Routing / Optimization 
    Title:
    Error deleting capacity categories and skills
    Summary:
    Error deleting capacity categories and skills
    Content:

    Any with this problem?

    I need to eliminate job skills and capacity categories but it shows me the following message:

    https://www.screencast.com/t/SIV4QosOVP5

    Is there a reason why even if they are deactivated, no technician has them, no time interval using them cannot be eliminated?

  • Mohana Gopal Selvam
    Routing / Dispatch not visibleAnswered1100%
    Topic posted October 13, 2019 by Mohana Gopal SelvamSilver Crown: 22,500+ Points, tagged Configuration, Dispatch Functionally, Routing / Optimization 
    Title:
    Routing / Dispatch not visible
    Content:

    Hi,

    I have setup the Visibility in User Types screen for Routing since by default is not there. Still it is not visible and I am using admin user. Do we need to setup anything other than visibility to view the Routing? Dispatch also not visible. 

    Thanks,

    Mohan

    Version:
    19C Enterprise Edition
  • Sarah Shull
    Routing 2nd truck role to same tech2
    Topic posted October 2, 2019 by Sarah ShullRed Ribbon: 250+ Points, tagged Routing / Optimization 
    Title:
    Routing 2nd truck role to same tech
    Summary:
    What are steps to route second truck role to same tech as first
    Content:

    What are the steps to take to have routing assign a work order to the same technician that was assigned to the first one and had attempted the work order previously?

    My customer has looked at the data, and we believe this could have positive impacts on their completion, duration, and customer service for jobs that require 2 truck rolls or more. These improvements should help increase profitability by eliminating additional truck rolls and reducing time spent on site. Obviously the system could not guarantee the same tech would roll, but there is room for improvement as it only happens 33% of the time currently.

  • Erlin Garcia
    reorder orders from toa mobileAnswered7
    Topic posted September 20, 2019 by Erlin GarciaBronze Medal: 1,250+ Points, tagged API / Integration, Capacity / Quota, Collaboration, Configuration, Dashboard / Reporting, Dispatch Functionally, Mobility / Mobile Apps, Resource Management, Routing / Optimization 
    Title:
    reorder orders from toa mobile
    Summary:
    In toa mobil, can the technician change the order of the orders?
    Content:

    Hi.... 

    In toa mobil is there a possibility that the technician can move the orders and organize the route?

     

    That is, the technician has a list of 60 orders, and he wants to be able to put order in them, to start them at his convenience, by proximity between one and the other.

     

    This is possible?

  • Erlin Garcia
    modify the field content of an activity that is already...Answered1
    Topic posted August 29, 2019 by Erlin GarciaBronze Medal: 1,250+ Points, tagged API / Integration, Capacity / Quota, Collaboration, Configuration, Dispatch Functionally, Mobility / Mobile Apps, Resource Management, Routing / Optimization 
    Title:
    modify the field content of an activity that is already started?
    Summary:
    modify the field content of an activity that is already started?
    Content:

    HI

     I have a query, is it possible to modify the field content of an activity that is already started?

    That is to say if the order was initiated, and through an API (for example) I can update the notes of the order (which is initiated)

    Thank you.

  • Erlin Garcia
    move orders so that they are not considered by routingAnswered1100%
    Topic posted July 29, 2019 by Erlin GarciaBronze Medal: 1,250+ Points, tagged API / Integration, Capacity / Quota, Collaboration, Configuration, Dashboard / Reporting, Dispatch Functionally, Mapping, Mobility / Mobile Apps, Resource Management, Routing / Optimization 
    Title:
    move orders so that they are not considered by routing
    Summary:
    It will be possible to move orders to a type of resource that routing does not consider.
    Content:

    Our client handles suspended orders that can go several days without attending.

    We need to be able to separate these orders from their original buckets and pass them to another one called "suspended" or something similar without routing taking these orders into account.

    They are currently handled in a bucket but, routing when considered, it obviously routes them again.

    The client needs to be able to locate in some type of resource the orders that are suspended and that are not routed by the system. They will manually locate them in the corresponding technician.

    This is possible ?? Is there any alternative?

    Thank you.

  • ajinkya patil
    Clone a Instance2
    Topic posted July 23, 2019 by ajinkya patilRed Ribbon: 250+ Points, tagged API / Integration, Capacity / Quota, Collaboration, Configuration, Dashboard / Reporting, Dispatch Functionally, Inventory / Parts, Learning / Statistics, Mapping, Mobility / Mobile Apps, Resource Management, Routing / Optimization 
    Title:
    Clone a Instance
    Summary:
    Need a Document regarding cloning Instance
    Content:

    Hi OFSC Guru's,

       I need documentation or step by step guidance on how to clone an instance. Help would be most appreciated.

    Thank you in advance.

    Regards,

    Ajinkya Patil