| # Service Scheduler Workbench Introduction to service scheduler workbench Use the workbench for planning and scheduling of service order activities. Service orders and activities can be scheduled and released by taking into account the constraints such as skills, availability, locations and so on. The workbench features several planning constraints can be used by engineers to improve efficiency and provide high visibility of field service activities. Positioning The Service Scheduler Workbench is positioned within the Service Planning modules. The modules that are part of the Service Planning are Territory Planning, Preventive Maintenance Planning, and Group Planning. The Service Scheduler Workbench links the plans generated by the Group Planning module. The Group Planning module generates a pre-plan, which must be 85% correct. After the group plan is transferred for execution, the details and exceptions are planned and scheduled in the Service Scheduler Workbench. Layout When the workbench is accessed, all the data related to the Service departments, linked to the user accessing the workbench, is populated. Service departments are linked to a user in the Service Departments by User Profile (tsmdm1155m000) session. The workbench includes these sections: Note It is crucial that the capacity required for the service activities is matched with the available capacity. Service activities and the employees and their availability time are displayed in the workbench. Planning Modes There are three methods of planning the schedule of the service engineers: Step 1. Plan based on the availability of the engineer This schedule depends on when the engineer can visit the customer. You must select an activity and drag the activity to the Gantt chart. The workbench calculates the new planned start and finish times. However, these times may deviate from the requested times of the activity. Step 2. Plan based on the requested time of the activity This schedule depends on when the engineer is available to perform the activity, based on the requested planned start and finish time. Select the unassigned activity, the system displays a list of skilled engineers available to perform the activity. The planner must select engineer and using the drag option link the engineer to the required activity. This process is executed to ensure the planned start and finish times remain unchanged. Step 3. Plan based on a geographical selection This plan is used to group the activities in a specific region, to reduce the travel time. Using the map, you must select the activities for a required region. In the grid you must select the unassigned activities for the region, and drag the activities to the Gantt chart. Optionally, the activities can be sequentially planned in 1 action. Toolbar Section This section is used to save, refresh, revert, and filter data. Save Submits the workbench changes to ERP. Refresh Updates the date from ERP based on the Service Departments and related Start and End Date. Revert Reverts the changes made to the selected assignments Service Departments All the service departments available on the ERP backend server are displayed. Initially, the data of the departments linked to the to the user profile are fetched. Next, all the engineers linked to the selected service departments are fetched. Finally, service orders/activities assigned to the retrieved service engineers are fetched, irrespective of the service departments to which these orders and activities are linked Start Date – End Date A date range is selected using the start and end date. The user can specify the required time span between the start and end date using the Time Horizon option in the User Settings section, on the General tab. |