Scheduling Rule Types
Scheduling rules help match service resources to shifts. When the scheduling logic looks for service resources to assign to shifts, it checks your rules.
Required Editions
| Available in: Lightning Experience |
| The Field Service core features, managed package, and mobile app are available in Enterprise, Unlimited, and Developer Editions. |
| Scheduling Rule Type | Description |
|---|---|
| Availability | Checks if the service resource is available to be assigned to a shift. The Availability rule checks for the following conditions:
|
| Limit Non-Standard Shifts | Checks if the service resource has reached the monthly limit for non-standard shifts. Specify the limit in a scheduling constraint on each service resource or service territory. |
| Match Skills | Checks if the service resource has the appropriate skills to be assigned to the shift. Skill levels aren’t considered. |
| Match Queues | Checks if the service resource is a member of the appropriate queue to be assigned to the shift. |
| Match Territory | Required: Checks if the service resource belongs to the shift’s territory. |
| Work Limit | Checks if the service resource can handle the work unit maximum. You decide if the work unit max is measured in hours or shifts; choose a specific scheduling constraint to define the type of work required; and decide if the max is per day, week, or month. You can create custom scheduling constraints. |
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