Scheduling & Dispatching Flashcards
What are 3 ways to Schedule inside D365 Field Service?
Schedule Board
Scheduling Assistant
Resource Scheduling Optimization
What is the Schedule Board?
- Manual way to schedule inside D365 for Field Service
- Drag-and-Drop interface that allows you to see what Resources are available
What is the Scheduling Assistant?
Semi-automated version of Scheduling; gives automated suggestions
What is Resource Scheduling Optimization (RSO)?
Fully automated solution
What are the 3 options for Scheduling Work Orders in Field Service?
1) Schedule Board
2) Scheduling Assistant
3) RSO
Does the Work Order drive Scheduling inside Field Service?
No
When a Work Order is created, what Record is created behind-the-scenes?
Resource Requirement Record
What does that secondary Record do?
The resource requirement takes a lot of the specifics from the work order and creates a record that defines what is going to be needed from a resource in order to schedule this in the system.
Once the Work Order is scheduled, what does it create next?
Resource Booking
What happens when the Work Order is created?
- Identifies Service & Billing Accounts
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What happens when the Work Order is created?
- Identifies Service & Billing Accounts
- Defines the Type of Work Order
- Indicates the Tasks, Products, Services, Skills, etc. required
- Price List & Tax Info included here
- This is where preferences for Service Delivery can be defined
When the Work Order is created, behind-the-scenes, the ________ is created and pulls information from the Work Order to do this.
Resource Requirement Record
What kinds of information does the Resource Requirement Record pull from the Work Order?
- Customer
- Duration
- Preferences for Service Delivery: dates, times, Resource preferred?
- Additional information such as Skills, Territory, etc.
What is a Resource Requirement Record?
- Used by scheduling features to locate, assign, and schedule specific resources
When you are dragging something onto the Schedule Board, what are you actually dragging?
- The Resource Requirement Record
When is the Bookable Resource Booking created?
- When the Resource Requirement Record identifies and schedules a Resource
What is the Bookable Resource Booking?
- Defines who is reposnsible to complete the Work Order
- Time and status, estimated versus actual time
- Defines travel information (miles and duration)
- This is what gets updated inside the application when a technician moves through the process
What can you filter the Schedule Board by?
Resource, Work Order Type, Services, etc.
Where do Unscheduled Work Orders show up?
Underneath the Schedule Board inside Booking Requirements
Are Predefined Views for Unscheduled Work Orders included as part of the application? And, can additional Requirement Views be customized?
Yes and Yes
What are the 3 ways to manually schedule a Work Order in Schedule Board?
- Manually drag form list of Unschedule Work Orders
- Drag from map
- Block out a time frame on the Schedule Board
What other Actions can I take in Schedule Board?
- Reschedule Work Orders
- Change the Status of Work Orders
- Change the Duration
- Move Uncompleted Work Orders to a future date
- Print out or email driving directions
What does the Scheduling Assistant allow you to do?
Allow you to apply constraints to really query what specific Resources you want to work with.
What Constraints can you look at with the Scheduling Assistant?
- Estimated duration
- Start & end dates
- Mile Radius
- Territory
- Resources
Is RSO out of the box?
No, it’s an add-on service.
RSO optimizes Scheduling based on defined XXXXX.
Profiles
In Configuring RSO, what are the 3 things to consider?
Schedule
Scope
Goals
What are examples of Goals?
Maximize work efficiency, minimize travel time - for each Resource Scheduling Profile, you can prioritize these Goals and/or Objectives.
What is an example of a Constraint that you can indicate within the Goals?
I want to maximize working time but I can only Schedule Resources between 8 and 5 and I want them to be as busy as possible during that time.
