Before you can optimise your routes, you need to configure constraints related to resources needing to visit customer accounts. This step is an essential step prior to geoscheduling.
This step consists essentially of defining:
- working hours for each day of the week
- lunch break times, or times of other breaks for each day of the week
- authorisation for each day to add a night away between two days of work
- parameters for nights away when they are activated on at least one day of the week
These parameters can be defined:
- on one resource in particular
- on a selection or group of resources
> Human Resources tab
The Human Resources tab allows you to define the address of each resource and geocode this address, as well as define the geoscheduling options while describing the week type in terms of working hours or breaks, and nights away.
Configure scheduling options for one or several resources
To configure scheduling options for one or several resources:
- Select the Human Resources tab listing all resources available for geoscheduling.
- In the Users drop-down menu, select the resources to display if you are using several team accounts
- Select the resource or resources to modify (you can sort resources by clicking on the Optimized status)
- Click on Modify to open the window used to configure resources:
The window for configuring resources breaks down into two sections:
- the Information section serves to define and geocode the resource’s address, that could define the departure and arrival point for routes. Refer to the relevant help section for Geocoding resources.
- the Week section defines parameters for the week type for a resource:
The following parameters can be defined:
- Working days: the check-boxes in front of each day of the week define the days worked; when the check-box is checked, the day is worked, when it is unchecked, the day is unworked
- Start of the working day: the start time for the working day, before which no visit can be scheduled
- End of the working day: the finish time for the working day, after which no visit can be scheduled
- Start lunch period: the start time for the lunch break time window; the lunch break is said to be floating since it is linked to the Lunch break duration (in minutes) parameter
- End lunch period: the end of the lunch break time window; the lunch break is said to be floating, since it is linked to the Lunch break duration (in minutes) parameter
- Lunch break duration (in minutes): lunch break duration, expressed in minutes, that will be inserted during the time window defined via the Start lunch period and End lunch period parameters
- Night away allowed: this check-box authorises or not nights away (without return to the start address, so the route can be spread over several days); when the check-box is checked on one day, this day can then be tracked from one night away until the next day, the route can be continued over the next two days between the last stop of the day, and the first stop of the following day.
- Maximum number of visits per day: this check-box limits the number of visits that can be fulfilled in a day.
- Maximum working hours per day: the maximum number of hours worked per day allows you to give the resource a wider range of working hours (for example: 6-20h). Nevertheless, on this possible time window, the resource will only work the defined maximum number of hours: (for example: 8h between 6,00am and 20.00pm). The resource will adapt their working hours to the times of their visits for an optimum day.
- Maximum working hours per week: the maximum number of hours worked per week allows assignment of a wider range of hours to each resource (for example: 6-20h every day from Monday to Saturday). However, on these possible working time windows, the resource will only work the maximum defined number of hours: (for example: 40h spread over the possible days). The resource will adapt their work to fit in with the times of their visits for an optimum week.
- Minimum travel duration to take a night away (in minutes): the minimum travel duration allowing you to trigger addition of one night between two days; if the time away exceeds this duration, a night away will then be added in the agenda; this parameter will only take effect if at least one day is checked in the Night away allowed check-box
- Maximum number of nights away per week: the maximum number of nights away authorised per week; in effect, each day of the week can authorise one night away, but a maximum number can also be defined; this parameter will only take effect if at least one day is checked in the Night away allowed check-box
Once the parameters have been defined, save them for this resource using the Save button at the lower right-hand side of the Week section.
The Back to the list of users link at the bottom left of the options for the week allows you to return to the list of resources.
Consult Opti-Time for Salesforce Help to find out how to:
- Geocode resources
- Define customer constraints
- Define the perimeter to optimise
- Track the optimisation in progress
- Analyse the optimisation summary
- Manage optimisations history