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30.0.9
Standalone Application
Field service schedules break down constantly — a technician calls in sick, a high-priority job comes in mid-day, a route runs long. Dynamic Scheduling keeps assignments current by automatically reassigning and re-optimizing work order tasks as conditions shift, instead of leaving dispatchers to manually rework the schedule every time something changes.
Administrators define the rules dynamic scheduling runs on — prioritization criteria for which tasks get scheduled first, constraints on when a task can be unassigned from a technician, and the conditions that trigger rescheduling. Dynamic Scheduling can run interactively, letting dispatchers review and approve changes, or continuously in the background as a scheduling engine that keeps assignments optimized without manual intervention.
Key Features of Dynamic Scheduling
Core Features
Automated Task Assignment
- Assign work based on skills, parts, location, and availability
- Manual or one-click automatic assignment options
- Intelligent matching of technician capabilities to task requirements
Assignment Rules
- Create, manage, and edit scheduling rules without coding
- No coding required for rule configuration
- Flexible, customizable assignment logic
Skills Management
- Track worker skills for accurate technician-to-task matching
- Maintain skill inventories and certifications
- Ensure qualified personnel are assigned to appropriate work
Automatic Reassignment
- Automatically reassigns work when a technician runs behind schedule
- Triggers reassignment when high-priority jobs arrive
- Handles agent timeoff scenarios automatically
- Maintains schedule coherence without manual intervention
Additional Features
Preferred Technician
- Build customer relationships by assigning the same technician when possible
- Improves customer satisfaction through consistency
- Maintains technician-customer continuity
Task Dependencies
- Ensures complex work with multiple dependent tasks is completed in the right order
- Manages task sequencing automatically
- Prevents workflow bottlenecks from task ordering
- Migrating this plugin com.snc.dynamic_scheduling from Glide Family to Store
- This version modernizes the application's underlying technical framework of fluent SDK and dependency versions to keep the app aligned with current platform standards.
- Improved how territory-specific agent demand channels are factored into scheduling decisions, for both single-task and multi-task assignment scenarios.
- Extended demand-channel and territory association data to appointment booking capacity checks.
- Improved the resilience of the auto-assignment scheduling window so that temporary failures from third-party mapping and distance-calculation providers no longer disrupt the assignment process.
- Modernized the application's underlying technical framework and dependencies to keep the app aligned with current platform standards, with no impact in functional behavior.
- Fixed an issue where the Auto Assign button did not work when creating a dynamic crew.
- Fixed an issue where Assignment Assistance filtered out agents by territory even when the "Ignore Territory membership" setting was enabled.
- Fixed an issue where scheduling did not correctly account for recurrence when multiple demand records existed for the same resource within a territory.
- Fixed an issue where the Capacity Console failed to load after the default date format was changed.
- Fixed an issue that could cause nodes to restart due to an out-of-memory condition triggered by the Ready for Dispatch work order flow.
- Fixed intermittent scheduling errors caused by null-reference conditions in the scheduling engine.
- Fixed an issue where scheduled events could overlap under certain conditions.
Not applicable for this application version.
System requirements:
- Field service management
- Service Management Geolocation