Define Scheduling Resource

Explanation

This activity is used to define the resources of a particular company as scheduling resources and to enter relevant scheduling data for each scheduling resource. It is necessary to set up a resource as a scheduling resource if you want to schedule the resource by using the Scheduling Engine. Each resource must be connected to a valid resource type which is defined in the Scheduling Basic Data/Resource Type tab. If scheduling data is not defined for a resource it will inherit the data from the connected resource type, for example, the start and end locations of a resource type's work shift and scheduling costs will be assigned to the resource. For the start and end locations the geo-coordinates of the map positions will also be transferred to the Scheduling Engine. The scheduling data for a resource can be changed at any time. Active flag can be used to disable or enable a resource. Only the active resources are used for scheduling. Changed information for a scheduling resource will require to run a Load-job for Send Data for Scheduling to get the changes done for the resource into the Scheduling Engine.

The resources will be scheduled using a valid dataset. The Scheduling Engine will then return a scheduled plan. For more information, refer to the activities Define Scheduling Datasets and Define Scheduling Broadcast.

For the setup of a Resource in IFS/Enterprise/Resource see: About Maintenance Resource Setup

Prerequisites

• The company must have been defined.
• Scheduling resource types must have been defined.
• In order to be able to define a resource specific address ID start/address ID end, there must exist addresses for the employee connected to the resource.
• To connect a travel profile, it must be defined in the Scheduling/Scheduling Basic Data/Travel Profile window
• To connect shift utilization, it must be defined in the Scheduling/Scheduling Basic Data/Scheduling Basic Data/Shift Utilization window

System Effects

As a result of this activity, the employees of a company that are to be scheduled will be set up with relevant scheduling data and can be included in the scheduling.

Window

Scheduling Basic Data

Related Window Descriptions

Scheduling Basic Data
Scheduling Basic Data/Resource
Scheduling Basic Data/Resource Type

Procedure

1. Open the Basic Data for Scheduling window.
2. Click the Resource tab.
3. Verify that the correct company is in use. If not, right-click and click Change Company to change the company.
4. Create a new record (F5).
5. In the Resource ID field, enter the identity of the resource that is to be scheduled. Use the List of Values to select a valid value.
6. In the Scheduling Resource Type field, enter the valid resource type. Use the List of Values to select a valid value.
7. In the Address ID Start field, enter or update the start location when logging into the shift. Use the List of Values to select a valid value.
8. In the Address ID End field, enter or update the end location when logging off the shift. Use the List of Values to select a valid value.
9. In the Scheduling Cost per Hour field, enter or update the cost per hour for the resource type.
10. In the Scheduling Cost per Overtime Hour field, enter or update the cost per hour for the resource type when working overtime.
11. In the Scheduling Cost per Km field, enter or update the cost per kilometer for the resource type.
12. In the Max Travel Time (Hours) field, enter or update the maximum travel time the resource type is allowed to travel from his or her start location. The maximum distance is measured in hours.
13. In the Max Travel To (Hours) field, enter or update the maximum unpaid travel value in hours at the start of the shift.
14. In the Max Travel From (Hours) field, enter or update the maximum unpaid travel value in hours at the end of the shift.
15. In the Out of Region Multiplier field, enter the multiplier that is to be applied to the value of an activity, which is to be done by a resource outside his or her region. A value of 0 means that activities cannot be done outside the region. A value of 1 means that activities can freely be done outside the region and are as likely to be chosen as those activities within the region. The regions the resource should have access to are defined in the Scheduling Basic Data/Resource Region tab.
16. In the Speed Factor field, enter the proportion of calculated travel time is to be used by the Scheduling Engine. If a value of 0.5 is entered, the Scheduling Engine will assume that half its estimated travel time is the actual travel time. If a value of 2 is entered, the Scheduling Engine will assume twice its estimated travel time is the actual travel time.
17. In the Shift Utilization field, enter the shift utilization id that should be used for resource.
18. In the Utilization (%) field, enter or update as a percentage the maximum amount of time in a shift that the resource is to be scheduled.
19. If a resource logs on within the time defined in Snap Time Hours Per Shift field , the scheduler assumes that the resource is logging on to the shift. Snap time is used in combination with the resource logging on and the commit rules of the Schedule Dispatch Service (SDS).
20. In the Overtime Hours per Shift field, enter the maximum number of overtime hours that can be allocated per shift for the resource.
21. In the Shift Cost field, enter the value for shift cost for the resource.
22. Select True from the drop down for Flexible Lunch field, if lunches for the resource should be transferred as flexible to the Scheduling Engine.
23. Select True from the drop down for Flexible Break field, if breaks for the resource should be transferred as flexible to the Scheduling Engine.
24. In the Travel Profile ID field, enter the travel profile that should be used by the resource. Use the List of Values to select a valid value.
25. In the Travel Cost Model ID field, enter the travel cost model that should be used by the resource. Use the List of Values to select a valid value.
26. In the Rule Collection ID field, enter the rule collection that should be used by the resource. Use the List of Values to select a valid value.
27. If the resource should be used for scheduling then the Active check box should be selected.
28. Save the information (F12).