Regions and planning scenarios

Planning Scenarios is an FSM feature allowing users to restrict activities and technicians displayed on the Dispatching Board based on a chosen scenario. The scenario consists of a name, one or more regions and restrictions. Once an activity or a technician have been assigned a region, they can be filtered by a planner based on this property.

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To use a planning scenario as a filter, navigate to Planning and Dispatching board, click on the 'Planning Horizon' cog and chose a preferable planning scenario.

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Planning scenarios can be created and managed under the ‘Planning Scenarios’ tab on the sidebar. There are two type of restrictions that can be used: by service regions or custom restrictions.

Available regions are displayed under General Settings > Service Regions.

In order to assign a region to an activity, navigate to the Activity Details screen and select a region from the dropdown. An activity can have up to one region assigned.

A region for a technician represents the region in which they operate. It’s possible to assign multiple regions for one service technician. Regions are assigned in the Master Data module under the technician detail page.

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