Setting up location property-based staffing requirements

  1. Select Scheduling > Schedule Optimization > Setup > Location.
  2. Click Edit beside the department location for which you want to set up staffing requirements.
  3. Click Staff Requirements.
  4. If you have existing staffing requirements, select a date range in the From and To fields to display entries according to their effective dates.
    Entries with effective dates that fall within the date range that you specify will be displayed in the Volume Driven Work, Non-Volume Driven Work, and Location Properties Driven Work sections.
  5. In the Location Properties Driven Work section, click the plus icon to display a blank row.
  6. Specify this information:
    Description
    Specify a description of the staff requirement.
    Activity
    Select the activity to which the employee is assigned using the lookup.
    Job
    Select the name of the job that is required at this location using the lookup. Select Any to include all jobs.
    Skill
    Select the name of the skill that is required of the employee for this job at this location using the lookup. Select NONE if no specific skill is required for the job.
    Store Property
    Select a location-specific value to create the workload for this location using the lookup.
    Distribution
    Select the distribution for the activity-based workload using the lookup. With this option, you are selecting the technique for spreading the non-volume-driven workload around the volume-driven workload. Because the Start Times and End times are also specified, the most commonly used distribution is Flat.
    Start Time
    Specify the start time of the time window when the activity must be performed.
    End Time
    Specify the end time of the time window when the activity must be performed.
    Effective Start Date
    Select the effective start date of the activity using the lookup.
    Effective End Date
    Select the date the activity is no longer effective using the lookup.
    Recurrence
    Select the Weekly or Daily option to indicate the day pattern of the activity.
  7. Add more location property-based staffing requirements as necessary.
  8. Click Save.