Best Practices

Marketplace Components

Usability-Optimization Marketplace Components -- These components maximize a user’s control over scheduling, and permit interactive optimization.

Routing
These components prevent home delivery technicians that start working from the same distribution center and share the same skills from crossing each other inefficiently.

  • Reverse Route:
    Provides the ability to reverse the sequence of assignments, taking real-time traffic into account when scheduling a route.
  • Intra-Route Optimization - Optimizes a single route:
    When the dispatcher is not satisfied with the schedule, assignments can be dragged from different routes to a specific route, bypassing rules. The dispatcher books assignments, but not time scheduling. The dispatcher reorders the assignments subject to rules creating the best route.
  • Inter-Route Optimization - Optimizes multiple routes:
    When the dispatcher notes (based on experience) that multiple routes can be merged, he can select and optimize the routes as if they were a “slice” for optimization.
  • Add / Update / Delete and Adjust:
    Occasionally, the dispatcher needs to insert a Task between assignments (a “gap”). Originally, it was necessary to arrange the schedule manually to make space for the task. This solution makes it possible to: Push a Task into the schedule and reorder the schedule accordingly; remove an assignment from the Gantt and reorder the schedule accordingly; drag an assignment from one route to another and adjust both routes accordingly.
  • Home Delivery:
    This solution takes truck capacity into account when scheduling, such that on every drop-off or pick-up the maximum capacity and weight will not be exceeded.

Capacity Reservation:
Our unique solution enables the ClickSchedule user to limit the capacity of appointment booking per territory, reserving some for unexpected high importance enabling technicians may cross territory boundaries. This solution accumulates the work duration per territory irrespective of the assigned technician.  It allows the user to set and view daily capacity limitation per type of tasks and geography. In addition, we created the option to view planned vs. actual capacity.

Capacity Editor:
The primary goal of this tool is to enable a ClickSchedule user to set and view daily capacity limitation per relevant Task Type per geography. This tool also enables a ClickSchedule user to view the daily planned vs. actual capacity per relevant Task Type.

"Location-Less" Tasks:
Processing a claim includes completing additional complementary work. These are called “location-less” tasks -- work that can be done at any location (wherever the Field Examiner is situated). The challenge is to schedule these tasks automatically like normal tasks but without reserving extra drive time on Gantt.  This solution schedules the “location-less task” ensuring it is coupled with the task that follows it.

Crew Management:
Automatically derive the crew’s skill set based on the allocated members (time-phased skills). Multi-member crews led by a team leader, whereas the skills are the combination of the crew members allocated at the time, while the working time and home location is the current team leader. Team leader planning can be done in advance (time-phased team leader.)

Task Interruptions:
Low priority multi-day tasks are usually planned in advance and occupy technicians for long periods of time. However, high importance asks (electricity outage, for example) must be assigned while interrupting these low priority, multi-day jobs that should continue immediately after, keeping technicians fully utilized. This solution enables the user to interrupt ongoing work in case of unplanned fault, and use GPS location for routing. It also allows the scheduling of planned work that requires special resources (generator, platform, etc).

Batch Schedule:
This solution schedules up to 15,000 tasks as a batch process on a yearly basis. It provides automatic scheduling across a one year horizon, considering prior vs. other task type and considering location (same site).

Emergency Tasks:
High-Priority Tasks are able to remove lower priority. SLA – 1 hour Need to schedule ASAP (P1 is Go Now and P2 is complete current tasks and then Go Complete and Go). Uses real time GPS coordinates. Uses ClickLocate.

Team Scheduling:
A“Team” is a group of people that performs a project (multiple-tasks) together where each team member may be assigned to one or more tasks within the project. Teams should be utilized such that projects are not assigned to different team members. This solution applies a team-scheduling algorithm that evaluates each team according to business objectives. It then selects the team with the highest score and schedules the project tasks to it.

Special Resources:
This solution deals with tasks that require a special vehicle, and therefore scheduling must take into account the availability of the vehicle as well. This solution identifies such tasks, uses an “availability blocker” internal task that can only be assigned to “Special Resources”, links the internal task to the original one and schedules the tasks accordingly.

Work Dependencies:
This deals with tasks that must be performed in a certain order and seamlessly (one after the other with no task in between). The solution creates “Start after Finish” dependencies between tasks, calculates the drive time between the tasks and adds the drive time to the scheduling.

Engineer Relocation:
Update / delete/ create relocations of technician’s calendar according to the relocation period. Upon making a change, Click automatically maintains the relocated tech’s calendar. Upon deleting the relocated resource, Click will automatically delete his calendar as well.

Non-Availability Relocation:
Ease repeated/periodic NA maintenance, such as company meetings. The tool duplicates the “source” N/A, creating a dedicated N/A entity per engineer, hence allowing easy deletion / modification of the specific N/A.

Calendar Working Hours Duplication:
Create non-weekly working time patterns within a specific calendar. The tool does this automatically, i.e.: given a “source” working pattern and a destination time period, it will copy the pattern to that time period as yearly calendar intervals.