Configure Scheduling Policy to Enforce Shifts

Use a scheduling policy to enforce one or more rules to find the best service resources for appointments. Apply a scheduling policy to your scheduling process to ensure that an appointment meets the criteria that the policy rules define. Create a scheduling policy for the actual resources who have created working hours by using shifts. Ensure that the resources are present only during appointment reassignment.
  1. From Setup, in the Quick Find box, enter Scheduling Policies, and then select Scheduling Policies.
  2. Click New.
  3. Enter a name for your custom scheduling policy, and then select the Use service territory member's shift rule.
    This rule considers service territory members' shifts when determining the availability of service resources for appointments.
  4. Save your changes.