Administrator's Guide

About the Administrator’s Guide

The FieldExpert Administrator’s Guide is intended for administrators of the FieldExpert application. This guide familiarizes you with all administrative aspects, so that you can administer and maintain the system to meet your scheduling needs. After installing FieldExpert, you can start to configure your org with business information. The data used in this guide is for demo purposes and […]

1 Client Settings for Admin

Previous chapter: About the Administrator’s Guide   The administrator has the ability to configure the Planner’s actions and controls. In order to do so follow the steps below: Open the FieldExpert Admin from the drop down menu on the right upper corner Open the Settings tab and click on Planner General Planner Settings The available […]

2.1 The Application Logic – Logic Settings

Previous Chapter: Chapter 1, Client Settings for Admin   The administrator can configure the general logic settings that will be used in the FieldExpert scheduling services. In order to access the Logic Settings: Open the FieldExpert Admin from the drop down menu on the right upper corner Open the Settings tab and click on Logic   […]

2.2 The Application Logic – Work Rules

Previous chapter: 2.1 The Application Logic – Logic Settings   A rule is a yes/no constraint on scheduling. It defines which services are permitted to be scheduled and which are forbidden. An example is a Match Skills rule which specifies that a resource can be assigned to a service only if the resource has the […]

2.3 The Application Logic – Service Objectives

Previous chapter: 2.2 The Application Logic – Work Rules   An objective implements a goal or target of scheduling. Each objective returns a grade, or score, for proposed services. When a service is scheduled, the logic services (Schedule action or Optimization functionality) attempt to optimize the schedule by selecting the services with the highest grades. […]

2.4 The Application Logic – Scheduling Policies

Previous chapter: 2.3 The Application Logic – Service Objectives   A scheduling policy is a set of rules and objectives that are used in a scheduling operation. Typically the scheduling policy is used when requesting an appointment, when enabling OaaS and on various Gantt operations such as Optimize, Schedule etc. The following scheduling policies are […]

2.5 The Application Logic – Activate Optimization

Previous chapter: 2.4 The Application Logic – Scheduling Policies   The optimization features in FieldExpert use the ClickSoftware’s optimization as a service server to schedule the services. It uses a higher sophisticated algorithm, than the scheduling policy in salesforce. It takes into account the entire Gantt and rescheduling services to giving the optimal results. Since the actual […]

3.1 Background Jobs – Job Types

Previous chapter: 2.5 The Application Logic – Activate Optimization   Background Jobs are automated procedures that can be executed on the background of the FieldExpert application. They can be configured to execute at certain locations, at a certain frequency, for a certain time domain and filtered by a pre-configured filter if necessary. The available Background […]

3.2 Background Jobs – Auto Dispatch

Previous chapter: 3.1 Background Jobs – Job Types   This background job enables automatic dispatching of assigned services. It changes the status of the chosen services (according to the job configuration) from Assigned to Dispatched.     To configure the Auto Dispatch background job, follow the steps below: Open the FieldExpert Admin from the drop […]

3.3 Background Jobs – Chatter Reminders Before Service Starts

Previous chapter: 3.2 Background Jobs – Auto Dispatch   This background job enables notifications for field resources that have scheduled services. The notification will be sent according to the Service start time. In order to configure the Chatter notifications, follow the steps below: Open the FieldExpert Admin from the drop down menu on the right […]

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