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The Fieldcode Optimizer assists you in scheduling tickets in a smart way.

Fieldcode Optimizer essentially affects two areas inside the Fieldcode work place.

For one it directly schedules all dispatch-ready tickets for today, tomorrow, or a defined interval (up to one week) smartly with a simple press of one button which is called Optimize Now. This button has its’ home in the Timeline.

On the other hand, the Fieldcode Optimizer continuously assists you in the background when you’re using the scheduling assistant by giving you smart suggestions when scheduling an appointment with the customer.

What is the effect of the Optimizer when using the scheduling assistant?

You will notice a green message on top of the scheduling assistant telling you that the Optimizer was already active in the background. Chips that are highlighted display the best option for this ticket. By selecting that day, time, and engineer preferences you ensure picking the smartest choice for this particular ticket.

Data collector (works in the background) -> Solver (gives you the best results)-> Dispatcher (applies the best results)

What is the general effect of using Optimize Now?

You will notice that tickets from the Ticket Pool inside the Dispatch tab will move to the Timeline. The tickets move to where the Optimizer thinks it makes the most sense depending on the desired preset you select inside the Fieldcode admin panel.

Which tickets are affected by Optimize Now?

  • Tickets inside the Dispatch tab (ready for Dispatch)
  • Tickets with the Status APPOINTMENT.
  • You will still have to schedule tickets with the Customer.
  • Tickets within a 300 km range of the particular dispatch group area.

Which tickets are not touched by Optimize Now? 

  • Locked tickets are not affected by the Fieldcode Optimizer as you still should have the possibility to decide on certain tickets for yourself.
  • Tickets with a proposed or fixed time lying in the past cannot get optimized.
  • Tickets outside a 300 km range of the particular dispatch group area.

Why can’t I see the Optimize Now buttons?

  • You may not have the right Permissions granted. Please contact the local admin, if you need permissions granted for the Optimizer.
  • Partner users are currently not able to use the Optimizer.

What happens if two users optimize the same dispatch group?

In this case, the “first come, first served” rule would apply.

The second user would see the optimization results of the first user. The second user would also be notified when the first user takes over the optimization results.

Why are “warning messages” showing up when I try to Optimize Now?

The warning messages will teach you why particular tickets were ignored by the Optimizer. You can then try to manually schedule them or fix the reason as a consequence.

Which presets are currently available for the Optimizer?

The main goal of the Fieldcode Optimizer is to find smart ticket assignments taking into account company-relevant criteria like:

  1. Minimize spent time.
  2. Reduce CO2 emissions.
  3. Maximize engineer utilization.

How does the Optimizer schedule tickets?

By tackling given parameters inside Fieldcode such as:

  • Working engineers
    considering their locations
    considering their availabilities
    considering their skillset
  • Combined ticket challenges (Ticket challenges + PUDO challenges)
    considering the end user’s location
    considering the ticket lock status (time + engineer)
    considering the ticket priorities (ticket scoring)
    considering dependencies
    considering availabilities
  • Time interval (Optimization interval) the user selects
  • Track matrix
    considering distances between the engineer and the tickets
    considering durations between engineer and tickets
  • Algorithm parameters
    considering Optimizer objective
    considering the pc clock time
    considering other relevant algorithm parameters

Why does the Optimizer schedule tickets that way?

In one sentence: To fulfill the specific company needs with a focus on reducing CO2 emissions by trying to avoid unnecessary drives and trying to avoid resource waste.

  1. Minimize spent time.
  2. Reduce CO2 emissions.
  3. Maximize engineer utilization.

Which criteria are crucial for optimized route calculation?

The Optimizer operation is dependent on the Optimizer interval first. After that, it starts taking location constraints into account. A location constraint consists of various dependencies such as driving times, absent times, idle times, and more. All these factors are considered for an efficient route calculation for tickets that will be optimized.

In one sentence: Location constraints help to define the ticket order.

How does the Optimizer Live Algorithm operate?

The Fieldcode Optimizer tries to schedule the optimal calendar for the overall group and not just a single ticket. The complexity exponentially grows with more engineers and more stops on the route (eg. customer appointments and PUDO visits).

Our sophisticated algorithm is able to handle engineer data, ticket data (including PUDOS), optimization intervals, track matrices, and a lot more to come in upcoming releases.

BLUE: Engineer - YELLOW: Tickets
BLUE: Engineer - YELLOW: Tickets

What are the expected results?

  • Minimized transport efforts. Considering driving durations, driving distances, idle times, etc. pp
  • Best engineer availabilities for the tickets are considered
  • Matching skills between engineer and ticket are considered
  • Nearby engineer location is considered for the tickets
  • LSDT/ETA of the ticket is observed
  • Tickets with priority get scheduled faster
  • Other dependencies that are considered
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