Field Service Capacity and Reservations Management components

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Several types of components are installed with the Field Service Capacity and Reservations Management feature, including tables and business rules.

Install the Field Service Contractor Management plugin (com.snc.fsm_contractor_management) to take the external groups into account while reserving, defining, and assigning the work capacity. For more information, see Activate Field Service Contractor Management .

Activation of Field Service Capacity and Reservations Management adds the Capacity Management menu to the application navigator and the following modules: Capacity Reservations : Reserve a capacity percentage of a group or agents availability to meet specific demands. For example, 60% for Break-Fix Work types and 40% for Install work types. Capacity Definitions : Allocate the correct amount of work to internal or external work groups based on defined hours, task count, or agent work schedules. You can define capacity for a day, week, month, or year. Capacity Assignments : Assign the capacity and capacity reservations to internal work groups and external groups of contractor companies. Capacity Usages : View the record of capacity used by different groups and agents.

Note: You must select using dynamic scheduling in the Assignment method for tasks configuration option to enable your application to distribute work based on the capacity management rules.

Tables Capacity management adds the following tables. Table Description Capacity Definition [wm_capacity_definition]

Stores the capacity of a group or internal field service agent and the reservation rules to be used while assigning tasks. Capacity Reservation [wm_capacity_reservation]

Stores the reservation definition and exclusion conditions. Capacity Reservation Rule [wm_capacity_reservation_rule]

Stores the reservation rules and the conditions for which the reservations should be used. Capacity Assignment [wm_capacity_assignment]

Stores capacity definition assignments to groups within a specific time period to help avoid conflicts in capacity in a given time period by validating the effective from and effective to dates. Capacity Usage [wm_capacity_usage]

Stores the capacity used by an internal field service agent or a group within a specific time period.

Business rules Capacity management adds the following business rules. Business rule Table Description Avoid Conflict in Capacity Time Period Capacity Assignment [wm_capacity_assignment]

Monitor the time period defined for the Capacity Assignment to ensure that any group does not have multiple capacity assignments in the same time period or overlapping intervals. Update Capacity on task change Work Order Task [wm_task]

Add or update capacity whenever a task is assigned or unassigned. You can update capacity whenever the estimated work or travel duration changes. Update Capacity on task delete Work Order Task [wm_task]

Update the capacity used whenever an open task is deleted within the given window. Validate Capacity Value Capacity Definition [wm_capacity_definition]

Validates the value of the provided capacity for the capacity definition. Capacity should be a non-zero positive integer value. Validate Effective to and Effective from Capacity Assignment [wm_capacity_assignment]

Validates the dates entered in the Effective to and Effective from fields in the capacity assignment table. The system calculates the Effective to date based on the value entered in the Repeat for field if the Capacity by value is not selected as for the agent schedule. The Effective from value should always be on or after the current date, and before or equal to the Effective to date. While updating the capacity assignment, the Effective to value cannot be set to a date before capacity usage exists. Validate Percent Allocated value Capacity Reservation Rule [wm_capacity_reservation_rule]

Validates the allocated percentage value in the Capacity Reservation Rule table. This value should be a non-zero positive integer less than or equal to 100.

Note: You must select using dynamic scheduling in the Assignment method for tasks configuration option to enable your application to distribute work based on the capacity management rules.

Parent Topic: Components installed with additional plugins for Field Service Management