Terminology
What does schedulable mean?
Schedulable: It is a status which allows optimization or dispatchers to schedule or move an order – Open
What does pausing the Gantt do for us?
Allows us to work on orders without the optimizer assigning work. Ex - Scheduling activities.
How do you access the Activity Options? Used to select what columns you see.
Click the 3 dots button on left of word Resource
Where can we find a resources phone number?
In the resource details Tab.
In IFS cloud what do we select to see all the information on pages?
Table View
What does allocated mean?
The activity has been provisionally assigned to a resource and that resource will now have the activity on its planned route. The activity can still be moved from this resource and be reallocated to another resource at any time. This may occur if another resource becomes available and can respond to the activity more efficiently.
How do you search in the help menu?
Ctrl + F
How do you remove committed, accepted, or fixed activities on a resource?
Use the Transferred Task link, select the order, and cancel the work assignment.
Who will advise to change a resources regions and/or skills?
Operations
What is the explanation Tab used for?
This tab is used to find out why Activities have not optimized.
What does committed mean?
The activity has been committed to a resource’s Gantt and it will transfer to the tech’s MWO.
What does selecting uninteresting times do?
Shows weekend days on the Gantt
If an activity is fixed to resource or time and date, what must we correct if the activity is reassigned?
The SLA
What page in IFS cloud can we change a resources Regions?
Scheduling Resource Regions
How far out can customers book appointments?
We can schedule appointments for 60 days in advance and not longer than that.
If longer we have to ask the customer to call back.
What does accepted mean?
The Activity has been transferred to the Resources MWO (Mobile Work Order). Cannot be moved without following other steps.
What options can be turned on and off to view certain areas, activities, and status of orders?
Filters
How do you change the duration or SLA of an activity?
Scheduling Information link - IFS Cloud - Work Task Button - Edit planned Start/Finish and or Duration.
What page in IFS cloud can we change a resources Skills?
Person Competencies
How can you view an activity attachment?
Scheduling Information link - IFS Cloud - Work Task - Scroll to bottom - Select Attachment - Documents - Open pdf.
What does person competencies stand for?
Skills and tools.
How do you access the Gantt View - Quick Select Options?
Left click on a activity
If a resource is on route, on site, or cannot return to the activity, what must the resource do? And what will the dispatcher do?
Incomplete the activity - will show in the to do's.
Dispatcher will recreate the activity if needed.
How can you set how much work a resource can get in a district?
Region Multipliers
Where can we add a manual flag to a activity?
Host system, CIS JDE.