Assisted Manual Planning - Field Service Management

[nsaenz]

Dear colleagues,

I want to work with the Assisted Manual Planning in FSM, but I don't have the manual auto-scheduler activated.

How can I do this? (please see the images)

Thanks in advance.

[VishnAndr · Accepted solution]

Hi Nacho,

You need to set the company's setting CoreSystems.CoresystemsFSM.Crowd.enabled to true.

[nsaenz · Accepted solution]

Hi Andrei,

This is still not working. Do I have to activate another option?

Thanks in advance.

[nsaenz · Accepted solution]

I am investigating and the option CoreSystems.CoresystemsFSM.Crowd.enabled seems to crowd external partner, but I only want to activate the QUEUE with the drag and drop scheduler with "my own tecnichians" not external crowding.

Yo can see the example in this video at min 3:38, where you can see an example of Assited Manual planning with drag and drop:

https://enable.cx.sap.com/media/Planning+%26+Dispatching+Overview+-+SAP+Field+Service+Management/1_e...

Thanks in advance.

[VishnAndr · Accepted solution]

Hi nsaenz ,

Ok, let's clarify then.

There are 2 widgets which look very similar to each other.

One is Planning widget.

One is Crowd widget (aka Autoscheduling widget).

From what I can see in the system where both widgets can be enabled, the visual difference is:

-- The Planning widget has "Max 40 jobs at a time" label below "Schedule now" button.

-- The Crowd widget has "Next scheduling planned for ..." label below "Schedule now" button.

The rest looks the same in both widgets. The video you provided has the Crowd widget enabled. As you can see from the documentation to the company setting "CoreSystems.CoresystemsFSM.Crowd.enabled", it enables Crowd AND the Autoscheduling widget.

However, something has been changed recently. Can you please check which "Crowd type" your company has? It's in "Company" in "Maintenance" section. I can see the autoscheduling widget only if "Crowd type" is set as "Main Contractor". But it is not visible if "Crowd type" is anything else.

And by the way, the autoscheduling widget can also schedule jobs for internal techs AFAIK. Not only for the Crowd. If you don't use the crowd, you can still use this widget.

To enable the Planning widget you can try "CoreSystems.Optimization.EnablePlanningWidget" setting. Check its documentation first. If it's enabled, it will switch off the autoscheduling widget. And it works without enabling the crowd. And for any "crowd type". Maybe it would work for you better than autoscheduling widget?

These are widgets side by side

[nsaenz · Accepted solution]

Thanks Andrei

[former_member780360]

The company setting (in Admin) Coresystems.Optimization.EnablePlanning Widget setting must be set to TRUE.
Display the new planning widget in the side panel for the Dispatching Board. The new planning widget is utilised to provide support to the dispatcher who otherwise does their planning manually. Thus, the new planning widget does NOT foresee any configurations of the planning criteria. Should customisable criteria for planning be important, the planning widget should be deactivated (value of this company setting set to False) and fully automated planning should be used.

The widget considers the following criteria:

• Skills: only technicians that possess all mandatory skills for the job are considered
• Distance: after technicians that miss skills are filtered out, the rest is ordered based on the distance to the job
• Blacklist: only technicians who did NOT reject the job are considered
• Due date: if job's due date is in the future the job shall be scheduled prior to due date. If job's due date is in the past or on the same day, the job shall be scheduled within the next 24 hours.

Planning widget can only schedule 40 jobs at a time.

Valid Values:

• true - Planning Widget is appearing in the side panel of the Dispatching Board.
• false - Planning Widget is NOT appearing in the side panel of the Dispatching Board.

[enroag]

Hi nsaenz ,

I have activated the same but still the bar is not displayed. Is that the only thing you did?

BR,

Enrique

[enroag]

Hi nsaenz ,

I have activated the same but still the bar is not displayed. Is that the only thing you did?

BR,

Enrique