Run Appointment Insights to view the work rules that limit the scheduling options of a service appointment during optimization and to follow the recommended actions to relax those rules. You can also view potential time slots within the service appointment’s horizon dates that can become available for scheduling.
Required Editions
| Available in: Lightning Experience |
| The Field Service core features, managed package, and mobile app are available in Enterprise, Unlimited, and Developer Editions. |
| User Permissions Needed | |
|---|---|
| To view Appointment Insights: | Read on Field Service objects |
This is a Field Service managed package feature.
- From the App Launcher, find and select Service Appointments.
- On the Service Appointments list view, click the service appointment record and then click the Appointment Insights tab.
- For Scheduling Policy, select a policy to check.
- To view the information, click Run.
-
In the Rule Violations and Recommendations section, qualify time slots and candidates for
scheduling by taking one of these actions.
- To view time slots that can become available for scheduling if you relax a work rule, click Show Slots. The potential slots for that work rule are highlighted in the Potential Slots section.
- To open the work rule record, click Open Rule. From the work rule record, you can modify the work rule’s settings to qualify more time slots for scheduling.
- To open a relevant help article, click Tell Me More. In some cases, you must change the resource’s territory membership, availability, skills, and more to qualify more time slots for scheduling. The articles explain how to make these changes and the impact they can have on the service appointment’s scheduling.
- In the Potential Slots section, hover over a time slot to see the work rules that prevent the scheduling of the slot and the number of candidates that can become available when you relax the work rules. This section shows fixed 4-hour time slots across the day.