Not every visit has to go through optimization and reassignment. For instance, your org
could have visits that have been canceled, completed, or put on hold. Changing assignments for
these visits could lead to wasted resources and other complications. So, we recommend excluding
visits with certain statuses from the optimization logic.
| Available in: Enterprise and Unlimited Editions with Health Cloud and
the Home Health Add-on license |
| To update Field Service settings |
Field Service Admin permission set |
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In the App Launcher, find and select Field Service Settings.
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Click Optimization and click Logic.
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In the Global Optimization and In-Day and Resource Schedule Optimization sections, select
the statuses that you want to exclude from optimization.
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Save your settings.
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