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Hi all,

I propose to implement multi-level activity duration estimations. When a specific resource never did a specific activity before, then his estimation comes from his parental group or bucket, if there isn't any useable data, then get it from an upper level and so on. Final result is the duration estimations goes closer to the reality regarding to the group / area.

Thanks,

RPT (Resource Planning Tool - Internal) & MHST (Maximum Hours Suggestion Tool – Subcontractor)

The goal would be to integrate daily internal technician staffing recommendations (RPT) and subcontractor technician hours recommendations (MHST) into ETAdirect’s “Work Calendars” view.

Example of how we envision the MHST to integrate into the Subcontractor Work Calendars view:

• Max Hrs – imported daily for the entirety of the MHST period (3 weeks) to account for any daily revisions/updates.  Will be at the CAR-level, specific provider bucket level (example below: Dish Guys (Concord CAR)) as that is the how MHST recommendations are made.
• Scheduled – sum of all hours technicians are on schedule between the Dish appointment window of 8 AM - 05 PM.  If a tech is working from 7 AM - 01 PM that is only counted as 5 hours scheduled, 07 AM - 08 AM is not within the Dish Appt Window.  The goal would be to have this updated in real time to reflect any changes the providers make to their technician schedules.
• Delta – the difference between Max Hrs & Scheduled to easily see needed changes.

*** SEE ATTACHED IMAGE TITLED 'RPT Examples'

Example of how we envision the RPT to integrate into the Internal Work Calendars view:

• Internal Suggestion – RPT recommendation at an Office/CAR-level, built out at least 23 days (the entirety of the RPT).  Must be imported daily to account for revisions/updates.
• Internal Scheduled – Count of all technicians on schedule within the Dish appointment window of 08 AM - 05 PM.  For now, the length of technician work day is not important (i.e. 09 AM - 04 PM or 07:15 AM – 05:00 PM are both counted as one resource).  The goal would be to have this updated in real time to reflect any changes the providers make to their technician schedules.
• Delta – difference between Internal Suggestions & Internal Scheduled to easily see needed changes.

*** SEE ATTACHED IMAGE TITLED 'Internal RPT Examples'

Description of RPT:

The Resource Planning Tool (RPT) provides field management with an in-depth analysis regarding how many resources should be scheduled by day of week to cover the expected volume and CIQ.  The goal is to enhance the customer experience through improved booking profiles, reduced CIQ and decreased days booked out thus improving completion rate, CSAT scoring and PPH.  The Resource Planning Tool (RPT) affords the ability to proactively manage scheduling and resource alignment.  Schedule adherence remains important and all changes should still be made outside of the 48-hour window to ensure any customers already scheduled are not impacted and techs are fully utilized.

Description of MHST:

*** SEE ATTACHED IMAGE TITLED 'RPT Examples'