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How to use the scheduling assistant
The scheduling assistant helps dispatchers to schedule ticket appointments. It assists dispatchers in the process of finding the best possible appointment for the customer and ensures efficient scheduling of engineers at the same time. The main goal of the scheduling assistant is to ease up the process of appointment planning by suggesting the best matching appointments with recommended routes.
Since making an appointment isn’t always a straightforward process, many scenarios can happen while trying to find the best appointment with the customer.
The scheduling assistant is capable to deal with every aspect of a customer call and scheduling an appointment can have many different outcomes. The below listed and described ones are possible outcomes of an assisted schedule process to help you better understand the manual planning of an appointment. The outcome of the Scheduling Assistant can vary, so the below usage scenarios will help you to understand how to handle different situations in the best possible way.
When a dispatcher is calling the customer for an appointment the goal is to find the right compromise between customer availability and engineers’ flexibility. The scheduling assistant can help with that by giving appropriate suggestions right at the moment the dispatcher does the customer call.
By giving the customer a big free window for the appointment, while also ensuring the optimal route is planned for the engineer, the Scheduling Assistant ensures the best possible outcome for dispatchers, customers, and engineers.
Why should the Scheduling Assistant be preferred over Drag & Drop tickets to the Timeline?
Dragging & Dropping tickets to the Timeline will always result in Tickets getting locked and therefore not being touched by optimizer capabilities.
Scheduling tickets from the scheduling assistant however will already assist you in finding the right appointment through real-time recommendations.
Therefore if you want to schedule tickets smartly, the scheduling assistant should be your preferred way of scheduling tickets.
How dynamic is Field Service actually?
Field Service Management is one of the most dynamic fields when it comes to planning. There are many hurdles to overcome, such as eg. high-priority tickets and adjustments should be made as consistently as possible to ensure the best business outcome. Real-time recommendations therefore constantly assist dispatchers in finding the best solutions in this highly-dynamic work environment.
What is the relation between time windows and the optimizer?
Optimizer capabilities are constantly assisting in finding the best routes.
Optimizer capabilities work most efficiently when the fixed from/to (end user-agreed-time) is big and the dispatched from/to (engineer-agreed-time) is small.
Fixed from/to and dispatched from/to time fields - what do they mean?
- The fixed from/to time describes the agreed time window with a customer.
- In the event of an end-user booking an appointment only the fixed from/to time is set in the system.
- The dispatched from/to time window describes the agreed repair time by the engineer and is identical to the adjustable ticket duration.
What is the engineer check?
Real-time recommendations constantly check for the closest engineer available for the ticket.
The moment you open the Scheduling Assistant the engineer checks for the closest engineer and indicates the completed engineer check with a checkmark. The engineer check also rechecks if you pick another date in the calendar. Thanks to this intelligent check, the proposal of the closest technician is always as up-to-date as possible.
How to schedule with the scheduling assistant
Option 1: By double-clicking on a particular ticket in the Ticket Pool.
Option 2: From the context menu of a ticket in the Ticket Pool in the Dispatch view.
Option 3: From the Timeline by right-clicking (opening the context menu) on Schedule ticket.
Option 4: From the Ticket details by clicking on the matching workflow button.
The popover of the scheduling assistant opens and you have a variety of options for scheduling the ticket (eg. while you are on the call with a customer). You can drag the popover to other spots with the hand button.
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This button can be pushed if the end user couldn’t be reached directly.
Section: You couldn’t reach the customer? -
This button can be pushed if the end-user requests a later callback. The ticket will then move to the Clipboard (Behaviour configurable).
Section: Your customer wants to call you back later? -
In the Talked to field, you can enter the name of the person you have called because of the ticket. The Talked to field gets also filled out if you push the Callback required button and enter a name.
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This button enables the option to set a date & time preference.
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This button lets you switch between the option to enter fixed appointments (where enduser input has been received) and proposed appointments (where customer input has not been received). If the customer didn’t give input, it is smart to choose the proposed appointment option, because the time window is bigger and allows the optimizer to arrange the ticket more freely.
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You can pick a time with the button or enter a custom time preference by clicking on the plus button.
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You can pick a date for the ticket in the calendar. The arrows in the upper row of the calendar allow you to switch the month. If a date is highlighted in red, it is a date suggested by the optimizer.
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This button gives you the option to update the Latest Service Delivery time of the ticket.
Section: You need/want to update the LSDT? -
This button enables the option to set an engineer preference.
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This button gives you the option to search for a specific engineer that should work on this ticket.
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This button gives you the option to lock/tie a particular engineer to the ticket. Please select an engineer (number 12) first, before clicking the “Lock engineer” button. If an engineer is locked to a ticket, the optimizer will not change the engineer for this ticket anymore.
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You can pick an engineer for this ticket. If the button is highlighted in red, a particular engineer is smartly suggested by the system. This engineer might for example have the right skill-set to successfully resolve this particular ticket.
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Save and Cancel buttons. The Save button allows you to save all your set settings for the appointment, while the Cancel button skips back to the selected Work Place view.
You need/want to update the LSDT?
With the Update LSDT button, you can change the LSDT for this particular ticket anytime in case the circumstances of the ticket change.
Fastest delivery with closest engineer available?
While on the call with a customer you decide to offer options to the customer that are suggested by the system. If the customer agrees to them you are good to go.
- Ask or suggest date preferences and if there are none select the highlighted date.
- Ask or suggest time preferences and if there are none select the highlighted time.
By clicking the
button right next to the Time you can add a custom time, if, for example, the ticket duration is exceeding. - Select Any Engineer or another highlighted engineer.
- (Optional) Add the person you spoke with in the Talked to field.
- (Optional) Lock the engineer.
Locking an engineer means the optimizer will not change the engineer for this ticket anymore and also lets the dispatcher know that this engineer should be assigned to ticket. - Click Save to move the Ticket to PENDING WAIT ONSITE status.
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When a suggestion is proposed by the optimizer, the button on the left side has a green mark.
The current selection can be recognized by the reddish highlight.
In our case, the scheduler suggests that we pick “Full Day”. -
When a suggestion is proposed by the optimizer, the button on the left side has a green mark.
The current selection can be recognized by the reddish highlight.
In our case, the scheduler suggests that we pick “23 August”. -
When a suggestion is proposed by the optimizer, the button on the left side has a green mark.
The current selection can be recognized by the reddish highlight.
In our case, the scheduler suggests that we pick “McNiell, Mike”.
No optimal result available?
While on the call or before the call with a customer you may decide to pick an appointment manually because there is either no optimized result available or you want to take the decision by yourself. This could be due to the customer has only time at a certain period or has other preferences and wishes for the appointment or due to other business or planning reasons.
- Ask or suggest date preferences and pick a date.
- Ask or suggest time preferences and pick a matching time.
By clicking the button right next to the time you can add a custom time, if, for example, the ticket duration is exceeding. - Select Any Engineer or pick the desired engineer.
- (Optional) Add the person you spoke with in the Talked to field.
- (Optional) Lock the engineer.
Locking an engineer means the optimizer will not change the engineer for this ticket anymore and also lets dispatchers know that this engineer should be assigned to this particular ticket. - Click Save.
You couldn't reach the customer?
If you fail to reach the customer for whatever reason, you are able to mark it in the ticket by clicking the Customer Not Reached button in the assistant. Do not forget to click Save after doing so. If the Not Reached button is set to on, a log entry in the Call log will also be saved to inform.
Depending on the Call log settings inside the project settings of Admin panel your mileage of what is displayed can vary. Eg. it could be the case that a strike count is active for your project or/and a waiting duration (ticket stays in pending list) is configured. Learn more about the Call log settings.
- Click on the End-user not reached button in the upper row.
- (Optional) Add a comment to describe the situation.
- Click Save.
Your customer wants to call you back later?
If the customer requests a callback, you are able to mark it in the ticket by clicking the Callback required button in the Scheduling assistant and clicking Save afterward. The reason behind this could be business rules (eg. the three-strike rule or other procedures) or that the called person requests the callback.
Flip the switch for Callback required to the right in this case.
- Click on the Callback Required button in the upper row.
- Add to whom you talked into the Talked to field.
- (Option 1) Insert a time duration for when the callback is due.
- (Option 2) Insert a custom end date & time for the ticket in order to close it.
- (Optional) Add a comment.
- Click Save.
You want to set a proposed appointment?
If you want to only set a proposed appointment for now, you can uncheck the Appointment confirmed with customer checkbox.
- Uncheck the Appointment confirmed with customer box.
- Ask or suggest date preferences and pick a date.
- Ask or suggest time preferences and pick a matching time.
By clicking the button right next to the time you can add a custom time, if, for example, the ticket duration is exceeding. - Select Any Engineer or pick the desired engineer.
- (Optional) Add the person you spoke with in the Talked to field.
- (Optional) Lock the engineer.
Locking an engineer means the optimizer will not change the engineer for this ticket anymore and also lets dispatchers know that this engineer should be assigned to this particular ticket. - Click Save.
You want to assign an engineer only?
If you want to assign only an engineer via the Scheduling Assistant, you have the possibility to do so.
Short side note: You are not forced to configure date and time preferences through the Scheduling Assistant when configuring an engineer preference.
- Ensure that the switch for Engineer preference is switched to the right.
- Select the engineer that should be assigned to the ticket.
- (Optional) Lock the engineer. Locking an engineer means the optimizer will not change the engineer for this ticket anymore and also lets dispatchers know that this engineer should be assigned to this particular ticket.
- Click Save.
A particular engineer should handle the ticket?
That’s where the Lock Engineer functionality comes in handy.
You can lock engineers to tickets generally when processing a ticket inside the scheduling assistant. Locking a particular engineer means the optimizer will not change the engineer for this ticket anymore and also lets dispatchers know that this engineer should be assigned to this particular ticket. There are currently two ways to lock an engineer, either via the checkbox Lock engineer (shown below) inside the engineer preference section or by using the assign engineer-only radio button.
You can lock engineers to tickets when using the dedicated Assign engineer only functionality inside the Scheduling Assistant.
- Select the engineer in the engineer preference window.
- Afterwards check the Lock engineer checkbox.
- Click Save.
You need to cancel the ticket?
Sometimes an appointment or a ticket has to be canceled due to various reasons. You are able to cancel a ticket, but this is generally not done via the Scheduling Assistant. You do it inside the Ticket Details where you press the workflow button CANCEL TICKET or DELETE APPOINTMENT depending on your use case.
A call log entry in the history will be created and saved automatically based on the cancellation reason to inform others.
Your customer proposed you an appointment?
If the Customer Portal is configured to the point that customers can book appointments (done via Preconfigured Automated Actions) ticket requestors can book ticket appointments and it will be reflected inside the Ticket details and inside the Scheduling Assistant.