Set up how Workforce Scheduling creates service appointments, schedules them, and optimizes the schedule for field work. These org-level settings apply to all field service appointments.
Required Editions
| Available in: Lightning Experience |
| Available in: Enterprise and Unlimited Editions |
The Scheduling and Optimization settings for field work are organized into sections that follow how appointments move through Workforce Scheduling: how appointments are created, how they’re scheduled, and how the schedule is optimized.
- Service Appointments
- Set default due dates for auto-created service appointments, and map appointment lifecycle events to the service appointment status.
- Scheduling
- Set default operating hours for the field scheduling flow and travel-time defaults, turn on appointment sliding, and pin appointments by status.
- Optimization
- Set pin criteria and commit modes for global, in-day, and resource optimization.
- Configure Scheduling Behavior for Field Work in Workforce Scheduling
Configure org-level defaults for how Workforce Scheduling schedules field appointments, such as due dates, status transitions, sliding, pinning, and travel time. - Configure Optimization for Field Work in Workforce Scheduling
Configure org-level defaults for field-work optimization, including pin criteria and commit mode for global, in-day, and resource schedule optimization runs. Optimization is relevant to field appointments only. - Guidelines for Using Workforce Scheduling Commit Mode
Learn what happens when a dispatcher or scheduling operation makes a change to the schedule that conflicts with an ongoing optimization process, and how the system behaves depending on the selected Commit Mode.