Workforce Scheduling Service Objective: Same Site

Maximize productivity and reduce travel time by defining exactly how service appointments are grouped at a single location: either within a close vicinity of up to one second of travel time (default), or by identical latitude and longitude coordinates. For complex sites such as campuses or farms, where multiple appointments exist without traditional connecting roads, select Use Exact Location. For example, with exact location matching, you can make sure your mobile worker first completes all service appointments in building A within a campus, before moving on to building B nearby. In Setup, add the Use Exact Location field to your Same Site service objective page layout and confirm that this page layout is assigned to the Same Site record type.

In some scenarios you can prefer not to schedule appointments at the same location together at the same time. For example, if one of the appointments has a preference for a specific service resource but the same service resource isn’t skilled for the other appointments. In this case, implementing a Same Site objective as a scheduling preference balanced with other objectives ensures the scheduling engine schedule all jobs at the same location together while preventing any appointment that requires a separate service resource from being scheduled at the same time.

The Same Site objective in a policy penalizes service appointments that aren’t scheduled together at the same location, if multiple appointments are at the same longitude and latitude, or within close proximity of up to one second travel. The penalty is determined by the ratio of the same-site appointments not scheduled together versus the total number of same-site appointments in the request that can be scheduled together. To calculate the resulting score for the schedule of an appointment, this ratio is then multiplied by the weight of the Same Site objective in the scheduling policy, and then multiplied again by 100 to amplify the bonus of scheduling same-site appointments together.