Smart Planning Configuration on Work Area
Absence
Possibility to distribute tasks of a sick colleague to other field workers or to a dedicated stand-in person.
Work Area specific configuration
Most of the Smart Planning parameters, which previously were only available in general system configuration are now also available per Work Area. This allows for more fine grained adjustment of those to support different work agreements and conditions from project to project. This includes also Portals’ Smart Planning configuration.
Freeze planning
You can define how many days in advance the Smart Planning should no longer offer and optimise time slots.
Custom task duration per Work Area
It is now possible to define custom duration per task type, per Work Area.
This again makes the Smart Planning reflect the work arrangements more closely.
Overlapping time slots (Time Blocks)
You can now define overlapping time slots, so you can, for example, split the day into 8 short & precise time slots and also in 2 long & relaxed time slots. Then your personnel can first try to offer the long time slots and only if not acceptable – offer the shorter ones. The long time slots give your teams more flexibility and allow also for more optimised planning, the shorter ones fit consumers who are tight on schedule and cannot agree to wait half a day for a technician.
Custom work break for a work schedule
It is now possible to define a custom work break for each Work Schedule. We know that in the past the work break was rarely used because in shorter work schedules it was not needed but have been forced by the application anyway. Now you can edit the work break per work schedule, and also on Work Area level.
