Workforce Management Settings

Source: This article refers to Workforce Management Settings

In a Nutshell

In addition to the Calendar and Planning Horizon settings configurable from the Workforce Management screen itself, there are additional advanced options available.

The Settings tab is used to manage the following:

Setting Type Description
Service Call Mappings If applicable, here you can input the default statuses to be communicated from Workforce Management to the Enterprise Resource Planner (ERP) in the backend.
Default Values Here you can input the default values to be used when creating service calls (example: Default Origin = Telephone, which would then make a telephone call the default origin/method by which a service call was requested.)
Assignment Settings Here you can input the default travel time and service call duration defaults which reflect on the Planning Board when scheduling service call activities.
Dispatcher Reminders Here you can create reminders for dispatchers based on Service Call Types.
Reservation Settings Here you can manage the reservation types that are displayed when scheduling (example: On Call Service = green), to make the application more visually intuitive.

Settings

Service Call Mappings

With these settings, you can map statuses used in the Enterprise Resource Planner (ERP) system and Coresystems Field Service Management. These statuses will reflect in the Service Calls tab.


Default Settings

From the Default Settings, you can define the default options to be used when new service calls are created.


Assignment Settings

From the Assignment Settings, you can define how assignments behave on the Planning Board.


Dispatcher Reminders

The Dispatcher Reminders settings are used to create reminders for dipsatchers regarding service calls.

Example

  • For a service call that falls into the Planned Maintenance category you could create a reminder for the dipsatcher to contact the customer three months beforehand to make an appointment.
  • A second reminder could then be created that prompts the dispatcher to contact the customer one week before the scheduled appointment to remind the customer of the appointment.
  • A third reminder could be an internal reminder to prepare the equipment.
  • A fourth reminder could be an additional internal reminder to plan the necessary resources.

The reminders contained in this example would then improve planning and preparation activities and, ultimately, improve the outcome of the service call.


Reservation Types

The Reservation Types settings is used to define the types of reservations that will be available in the scheduling view and assign them coresponding colors that will display in the indicator.

When you create a new reservation type setting, you will enter the following information:

Field Description
Reservation Type Dropdown. A predefined list of reservation types.
Color Color picker. Here you can select the color to be associated with the selected reservation type, making it more visually intuitive.

These colors will then display for corresponding reservations on the Planning Board.


Company Settings

Date/Time Format

Time/Date formats can be managed and modified in the Company Settings tab of the Admin module. The company setting used to manage valid date and time formats is the CoreSystems.CoresystemsFSM.Global setting.

Valid date and time formats can be defined in this setting. These formats will then be used in the web applications (Workforce Management, Knowledge Management, Monitoring, Master Data Management). This helps to adjust the web interface to the local requirements.

Valid Date/Time formats are expressed in JSON format.


Date Format Example

The following example shows how valid date formats can be expressed in JSON format.

{ "dateTimeFormats": { "DATE": { "LONG": "DD.MM.YYYY", "MEDIUM": "DD.MM.YY", "SHORT": "D.M.YY" }, "YEAR": { "LONG": "YYYY", "MEDIUM": "YY", "SHORT": "YY" }, "MONTH": { "LONG": "MM", "MEDIUM": "M", "SHORT": "M" }, "DAY": { "LONG": "DD", "MEDIUM": "D", "SHORT": "D" }, "TIME": { "LONG": "HH:mm", "MEDIUM": "H:mm", "SHORT": "H:mm" }, "HOUR": { "LONG": "HH", "MEDIUM": "H", "SHORT": "H" }, "MINUTE": { "LONG": "mm", "MEDIUM": "m", "SHORT": "m" } }, "firstDayOfWeek": "MO" }

Time Example

The following example shows how to change the time format displayed in the application to use the 12-hour clock convention (e.g. 10.00 am, 03.00 pm). This is acheived by using a placeholder (a).

{ "TIME": { "LONG": "hh:mm a", "MEDIUM": "h:mm a", "SHORT": "H:mm a" }, "HOUR": { "LONG": "hh a", "MEDIUM": "h a", "SHORT": "h a" }, "MINUTE": { "LONG": "mm a", "MEDIUM": "m a", "SHORT": "m a" } }

Dislayed Number of Technicians

The number of technicians displayed in the Planning Board of the Workforce Management app can be managed and modified in the Company Settings tab of the Admin module.

The company setting used to manage the number of displayed technicians is the CoreSystems.ResourcePlanner.MaxNumFilterTechnician setting.

By default, the maximum number of displayed technicians is set to 40.

Attention: Changing the default company setting (max = 40 technicians) may result in application latencies.

Display Overdue Time in Minutes

The CoreSystems.ResourcePlanner.AssignmentStatusMaximumOverdueTimeInMinutes company setting allows you to define a maximum overdue threshold for activites that have been Released but have not yet been Closed.

Setting CoreSystems.ResourcePlanner.AssignmentStatusMaximumOverdueTimeInMinutes
Value Number (in hours).
Maximum 24 (hours). The maximum is 24 hours regardless of company setting.
Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request

Comments

0 comments

Article is closed for comments.