Service Scheduler Workbench

You can use the Service Scheduler Workbench to plan and schedule the service orders/activities. Service orders and activities can be scheduled and released, based on the various attribute such as skills, availability, and locations. You can use this Workbench to plan the activities of the field service engineer efficiently, as well as provide enhanced visibility of the activities.

Note: When the user accesses this session, the data is populated based on the Service Office linked to the user in the Service Offices by User Profile (tsmdm1155m000) session.

Planning the activities for the service engineers

  • Based on the availability of the engineer, you must drop the activity on the Gantt chart. The Workbench calculates the new planned start and planned finish time. The calculated time may differ from the requested times of the activity.
Note: When the planner drops an activity near an existing activity, and if the time gap between the activities' Assignment Finish time is less than or equal to five minutes, the activities are organised sequentially.
  • Based on the requested time of the activity, you must first select the unassigned activity. The Workbench displays the list of skilled engineers available for the activity. The planner must drop the available engineer on the activity.
Note: To assign an activity to multiple engineers, the planner can drop all the selected engineers on the activity.
  • Based on a geographical selection, you must select the activities in the region. In the grid, you must select the unassigned activities of that region, and drop the available engineers on the Gantt.

Multi activity planning

Multi activity planning enables a user to perform time-based and route-based planning.

  • Time-based

    This enables the planner to plan multiple activities sequentially. The planner can either select Forward Planning or Backward Planning.
    • Forward Planning: Select the required multiple activities on GANTT. Move the first activity (with the pointer placed on the left side) to the required time, to plan the activities sequentially, starting from the first activity’s planned start time. Planner can also change the planned start time of the first activity using the drag and drop option. The Planned Start Time of the sequential activities is modified. Only the first activity can be moved.
    • Backward Planning : Select the required multiple activities on GANTT. Move the first activity (with the pointer placed on the left side) to the required time, to plan the activities sequentially, starting from the last activity’s planned start time. Planner can also change the planned start time of the last activity using the drag and drop option. The Planned Start Time of the sequential activities is modified. Only the last activity can be moved.

  • Route-based

    Route-based planning helps the user to plan the group of activities based on the route which is determined based on the location of the activities of the group. Travel distances and travel times are calculated for activities. Distances are calculated based on the GPS coordinates populated for the address. The travel time is combined with the duration of various activities that have to be executed on location. For more information refer to the route-based planning process.
Note: User ProfileA planner can maintain the default information required for multi activity planning, using the fields defined in the Multi Activity Planning tab, in the User Setting tab.