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            Create a Scheduling Rule for Shifts

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            Create a Scheduling Rule for Shifts

            Create rules that define which shifts are to be assigned to which service resources. You can use the default rules, or create your own scheduling 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.
            User Permissions Needed
            To create scheduling rules:

            Field Service Standard

            AND

            Customize Application

            To create a scheduling rule:

            1. From Setup, in the Quick Find box, enter rules, and then select Rules.
            2. To create a new listview:
              1. Click the gear icon, and select New.
              2. Name your listview, and select who can view it.
              3. Save your changes.
            3. To create a scheduling rule, click New.
            4. Name your scheduling rule and select a Scheduling Rule Type.
              Note
              Note You can ignore the Match Queue rule type.
            5. Fill out the fields on the form and save your work.

            Shift scheduling tools, including Get Candidates, batch assignment, and mass shift update, then evaluate service resources against the defined scheduling rules to identify which resources are eligible to be assigned specific shifts.

            There are five default rules that you can use as examples. The default rules are turned off until you enable them.

            • Availability—only assign a service resource with availability.
            • Match territory—only assign shifts with a service territory that matches the service resource’s service territory for the time period of the shift. The service resource can be primary, secondary, or relocation service territory members.
            • Match skill—only assign shifts if the service resource’s skills match the job profile skills.
            • Enforce work limits—limit the number of work hours per day, week, or month, or limit the number of shifts per day, week, or month. Define work limits in the Scheduling Constraint tab.
            • Limit nonstandard shifts—Use the Non-Standard checkbox on shifts and shift templates to flag undesirable shifts to limit how many non-standard shifts are assigned to each resource per month. For example, if the limit is two then a resource assigned to two non-standard shifts won’t be assigned to a third.

            See Also

             
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