|
Extended Match
|
A violation occurs when there are no available candidates who meet the criteria
of the Extended Match rule. |
Verify that you have one or more candidates that match the service appointment’s
required values based on the criteria of the Extended Match rule. |
| Match Boolean Custom Rule |
A violation occurs when there are no available candidates who meet the criteria
of the Match Boolean custom work rule. |
Verify that the Match Boolean custom rule is defined correctly. If possible,
remove this rule. |
| Match Fields Custom Rule |
A violation occurs when there are no available candidates who meet the criteria
of the Match Fields custom work rule. |
Verify that the Match Fields custom rule is defined correctly. If possible,
remove this rule. |
|
Match Skills
|
A violation occurs when there are no available candidates who possess the
required skills and skill level listed on the service appointment’s parent Skill
Requirement record. |
Verify that the service appointment’s parent Skill Requirement record lists the
correct required skills and skill level, and ensure that your service resources’
assigned skills and skill levels are up to date. If there are still no available
candidates, train your service resources to meet the required skills or skill
level. |
|
Match Territory
|
A violation occurs when there are no available candidates who are Primary or
Relocation members of the service appointment’s service territory. |
After Appointment Insights verifies that candidates in neighboring territories
are available, remove the Match Territory work rule from your scheduling policy, and
add the Maximum Travel from Home rule instead. |
|
Match Time
|
A violation occurs when there are no available candidates who meet the criteria
of the Match Time rule. For example, no candidates can complete the service
appointment before the due date or there are no candidates because the service
appointment’s dates are in the past. |
Verify that the standard match rule or other configuration is defined correctly.
- Earliest Start Permitted: Ensures that a service appointment’s Scheduled
Start is equal to or later than the Earliest Start Permitted (this work rule is
included in every standard scheduling policy).
- Due Date: Ensures a service appointment’s Scheduled End is equal to or
earlier than the Due Date (this work rule is included in every standard
scheduling policy).
- Scheduled Start: Ensures that a service appointment’s Scheduled Start is
equal to or later than the Arrival Window Start.
- Scheduled End: Ensures that a service appointment’s Scheduled Start is equal
to or earlier than the Arrival Window End.
|
|
Maximum Travel from Home
|
A violation occurs when there are no available candidates whose home base is
within the rule’s defined distance or travel time to the service appointment’s
location. |
Extend the rule’s travel time to allow for travel of up to a 200-kilometer or
124-mile radius from the service appointment’s location or a distance of 1.5 times
the maximum travel distance defined in the scheduling policy, whichever is
greater. |
|
Service Resource Availability
|
A violation occurs when there are no available candidates because all of them
are already assigned to service appointments. |
Verify that there are available candidates with a service territory membership
in the service appointment’s service territory by unscheduling low-priority service
appointments or resource absences. Or, assign more service resources to the service
territory.
|
|
Working Territories
|
A violation occurs when there are no available candidates who work in the
service appointment’s service territory (Primary or Secondary members). |
After Appointment Insights verifies that candidates in neighboring territories
are available, make sure that you have one or more candidates with a service
territory membership in the service appointment’s service territory within the
relevant time frame. |
