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 matching skills needed to perform the service. If a resource lacks the required skills then the service will not be scheduled to that resource.


Work Rules Types

The system allows the user to configure and determine different instantiations of work rules by selecting properties from relevant objects, such as: Service, Resource, Location and more. By default, these rules are already configured according to the standard mapping practices of the system, in the following manner:

  • Match Boolean: Validates boolean property on the Resource object is set to true or false
  • Match Location: Matches the Location between a Service Object and a Resource Object. This rule also supports Relocated Resources
  • Match Skills: Matches the required skills for a service with the resource’s skills
  • Match Time: Limits the scheduling time window according to service date and time properties
  • Required Resources: Ensures that the assigned resource for the service is one of the required resources
  • Resource Availability: Ensures that the resource is available for a service. That is the service doesn’t overlap with other related resource activities and allow a “gap” (a.k.a enough time for travel), not overlap with absence
  • Match Fields: Matches a property between a Service object and a Resource object.
    NOTE: Match Fields work rule is not supported by the Optimization engine. In order to include a Match Fields rule in your scheduling policy for optimization purposes, please contact ClickSoftware Support.

Following rules can’t be customized since they are yes/no rules: Match Location, Match Skills, Required Resources.


Following is an example for Due Date work rule. This rule verifies the service time property “Finish” is smaller or equals to the service time property “Due Date”



Creating a new Work Rule

The installation includes several base work rules and it is possible to create additional ones. 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 Work rules tab and click on New


  • Select the rule type from the FieldExpert set of rules (see above for the types definitions) and click on Continue


Note: The system administrator can view all the rule types included in the ClickBase package therefore you will see all the ShiftExpert rules as well. Note only the rule types that commence with “FiledExpert – …” are relevant.

  • Update the Work Rule Name and all other mandatory fields
  • Click Save or Save & New if you would like to create an additional Work Rule


Next chapter: 2.3 The Application Logic – Service Objectives