Health Cloud Administration
jSet Up Recurring Jobs for Enhanced Scheduling and Optimization
Set up Enhanced Scheduling and Optimization jobs that run every day and optimize your
field resource utilization. We recommend scheduling these jobs to run after business hours or
right before the business day starts so that last-minute changes in scheduling are accounted for
in the optimization.
| Available in: Enterprise and Unlimited Editions with Health Cloud and the Home Health Add-on license |
| User Permissions Needed | |
|---|---|
| To update Field Service settings | Field Service Admin permission set |
- In the App Launcher, find and select Field Service Settings.
- Click Optimization and click Scheduled Jobs.
- Click New Job and enter a name for the job you’re scheduling.
- Set the Automator Type to Optimization.
- Save your job.
- Expand the job you created.
- For frequency, select Recurring.
- Select the recurring frequency and recurring time based on the needs of your organization.
- In the Effective Territories section, select the service territories that this job optimizes scheduling for.
- Set an appropriate value for Time Horizon.
- In the Scheduling Policy field, select the scheduling policy you want to use for resource assignment.
- In the Email recipient user name field, enter the email address where you want to receive notifications about failed jobs.
- Save your configurations and set the job to Active.
That’s it! You’re done setting up the enhanced scheduling and optimization job.