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    move Technicians activities automatically to bucket when he...
    Idea posted February 9, 2018 by Daniel von SchevenExplorer, tagged Field Service 
    96 Views, 5 Comments
    move Technicians activities automatically to bucket when he gets a non-working day
    User Story / Description:

    If a Technician gets a non-working day (Illness, Short term holiday, Training, etc.) and has activities already assigned,
    these activities should be moved automatically into the bucket of that day (still as scheduled!)



    • Zsolt

      Hi Daniel,

      Isn't need to get this from a higher level attention? I mean as a technician can I change my shift to illness for example without warn anyone? Maybe the activities which are already assigned to me had customer notification which are already send. No any automatic way can take care about all necessary steps which may need to do before that activity is rescheduled for someone else.
      Or if I'm the manager of the sick guy, then why it's a big deal to assign an illness shift to him and move all his activities back to the bucket?


    • Roy

      Zsolt makes a good point on the notifications piece, but even so, some sort of alert or report should be triggered as a minimum.
      Even if under a manager, any miss is a bigger customer impact if you somehow miss the change and nobody knows about it.

      What if you are using multi-day routing and the technician has resigned and has a few weeks of work assigned?
      Currently that work just sits on the technician, and if they are made inactive, the work gets hidden with them.

      I agree it should go back to the bucket, or at a minimum a bunch of red flags should be sent out on all the impacted work for the technician.

      I've used other systems in the past where any change to the resource would alert the user to potential impacts to existing work.
      Seems like a no brainer, but is missing from OFSC at present.

    • Alex Pipes

      I can't agree with Zsolt on this one i'm afraid. We are an organisation with circa 1400 engineers. There are multiple Non-Availabilities which can occur with little notice or even in day. One team process these unavilabilites in SAP, and through integration the availability changes on the Gantt view that another person sees. There is too much other activities to monitor and manually move this work back to an "Open Work" bucket.

      There needs to be flexibility around a change here. For example, low priority work that could go back out for any engineer at any time could/should move to an open work bucket. If its a customer appointment then these could stay on the gantt view notification to the scheduler, as a prompt from a Message Scenario that another resource needs to be found.

    • Zsolt

      Roy and Alex, I got it, that gave a new point of view to me. This is one reason why I like this place much, to collaborate with you, share knowledge and experience, help and get helped :)
      IMO thumbs up (I mean Like) if you like to this idea be implemented in a future version.

    • Roy

      I think it would be a great enhancement.

      Even if it was something optional so different organisations could chose to use it or not, horses for courses as they say.

      Our organisation is close in number to that of Alex, so I know how difficult it can be at times to catch every exception, even with really good staff on the job. We also have over 400 capacity zones to keep an eye on, so spotting a bold bucket label due to a job going unassigned and placed in a bucket is much easier than spotting an issue with one of over 1,000 technicians / engineers within those buckets.

      I know our supply planners and on the day staff would love some sort of warning when changing a resources availability. e.g. this change will impact x orders on y dates, and even offer an export or something to download and review the impacted orders.