Planning Policy Management

To manage the dispatch policies that will be used, so that the system proposes a planning and to validate manual and automatic dispatch of demands or service orders, the system allows the creation of Planning Policies.

To create a planning policy, from the "Vertical Menu Bar" select:

"Registers/ Demands/ Planning Policy/ New".

The column of Actions has up to 2 icons that in sequence serve for:

• Edit policy
• Delete policy

Each policy is composed basically of rules and objectives.

Next, some rules that can be configured and that are natively integrated into the solution are presented:

• The daily journey is from 08:00:00 to 18:00:00.
• The starting point of the teams from region X is Y. Where X is the region and Y is the starting point (POI).
• Consider the displacement of the teams back to the starting point at the end of the day? No.
• Lunch is a scheduled interruption that should happen from 12:00:00 to 13:00:00 and should last 60 minutes.
• Orders from region X must be attended by teams allocated in the regions: [List of Regions].
• Order priority
• Shortest route
• SLA

The solution can have one or several policies that can be used both in manual and automatic dispatch. The objectives indicate what is intended to be achieved with the policy. The user can create new policies using this module.

Management of Automatic Planning Jobs

Planning Jobs serve to facilitate and automate the planning carried out daily. Through pre-configured parameters in the platform it is possible to create routines that will be executed automatically by the algorithm which will combine these definitions together with the planning policy that is desired to be used.

To create a planning Job, from the "Vertical Menu Bar", select "Registers/ Demands/ Schedule Work/ Work Definitions/ New". Some parameters must be configured for the automation of these Jobs, such as the definitions requested in the tabs:

• General Information
  • JOB Name
  • Policy
  • Google routes validation
  • Unavailabilities validation
  • Cluster

• Unit/Region
  • Organization Unit
  • Geographic Region
• Demands
  • Types of Work Orders
  • Work Orders Status (default: created and unplanned)
  • Priority
  • Date range (default: creation and deadline)
  • Days Period

• Demands
  • Frequency
  • Time horizon in days
  • Months
  • Days
  • Time