About the delivery
ProsessPilotene delivered a planning board and resource booking solution for Garda Sikring Group AS (2024).
Several different boards for the various departments
The solutions
- Planning board and resource booking.
Planning board and resource booking: Resources can be assigned to work orders in three ways in Field Service.
1) The scheduling board
The schedule board is a visual tool in Dynamics 365 Field Service that provides an overview of work orders, technicians and their availability, as well as scheduled tasks and appointments. It allows resource schedulers and managers to efficiently assign and reassign work orders to technicians.
Features of the schedule board include:
- Display of work orders and their status (for example, planned, started, completed).
- Color-coding of work orders based on status, priority, or other criteria.
- Display of technicians' availability, including working hours, holidays, and absences.
- Drag-and-drop functionality for easily assigning or reassigning work orders to technicians.
- Filtering and search to find specific work orders, technicians, or time periods.
- Map view showing the locations of technicians and customers to optimize travel routes.
Want to make additional customizations to the planning board? Internal seminar from 2019, still relevant as of February 2024.
The planning assistant:
The Scheduling Assistant is an automated feature in Dynamics 365 Field Service that helps resource schedulers assign work orders to technicians based on various criteria, such as skills, availability, location, and workload. This makes it easier to find the best technician for each work order and improve resource optimization.
Scheduling assistant features include:
- Automatically suggests the most suitable technician for a work order based on defined criteria.
- The ability to evaluate multiple technicians and compare their availability and suitability for a specific work order.
- Integration with the scheduling board for easy assignment and reassignment of work orders.
- Support for manually adjusting the scheduling assistant's suggestions, allowing resource planners to apply their expertise and knowledge of technicians and customers.
+ RSO
Resource Scheduling Optimization is a more advanced form of scheduling for field service organizations. While the schedule board and scheduling assistant help dispatchers schedule individual jobs, this add-on can schedule multiple jobs simultaneously. It maximizes resource utilization and minimizes travel time. Resource Scheduling Optimization takes into account the job requirements and the unique attributes of the resources. It is recommended only after the system has been in use for six months. A separate module has been created for this, as it requires a separate license.
Area and keywords
Field Service
Scheduling board, scheduling assistant, booking optimization, schedule board, schedule assistant, Resource Scheduling Optimization