Scheduling objectives apply business goals to the scheduling process. Planners and administrators can set scheduling objectives to optimize scheduling.
Required Editions
Create scheduling objectives that reflect your scheduling goals. When a planner matches support reps to shifts, the scheduling engine gives each objective equal weight.
- From Setup, in the Quick Find box, enter Scheduling, and then select Objectives.
- Click New.
- Name your scheduling objective and add a description.
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Select the type of scheduling objective. If the objective type uses fields, enter values in
the fields that appear.
We predefine these objective types.
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Maximized Preferences—When service reps define their preferred operating hours and create a service resource preference, the scheduling tools consider each service rep's preference when identifying candidates for shifts.
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Balance Shifts— Scheduling balances the number of shifts across service reps within the specified time period.
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Balance Non-Standard Shifts—Scheduling balances the number of non-standard shifts across service reps within the specified time period.
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- Click Save. Or to save and add more objectives, click Save and New.
