For you to have the ability to optimize appointment schedules, the Workwave Route Optimization feature has to be enabled in the Third-Party Integrations group of features on the Enable/Disable Features (CS100000) form.
You then need to specify the URL of the WorkWave API used for the integration between Acumatica ERP and WorkWave and the related license key in the WorkWave API URL and License Key boxes, respectively, on the General tab (Schedule Optimization Settings section) of the Service Management Preferences (FS100100) form.
Because the optimizer takes into consideration employees’ lunch breaks when it optimizes the schedule, the following settings have to be specified in the same section:
On the Optimize Appointment Scheduling (FS501400) form, for the specified date, branch, and branch location, you can optimize the schedule of appointments assigned to specific staff members.
To optimize the schedule of appointments that have been assigned to specific staff members, you select the Assigned Appointments option in the Type box in the Summary area of the form. In the staff member list (the right table), you then select the staff member or staff members for which appointment schedule optimization should be performed by selecting the unlabeled check boxes in the applicable rows. When you click Process on the form toolbar, the system calculates the optimal schedule for each selected staff member for the selected date by updating the scheduled start times of the assigned appointments. The system does not reassign the appointments to other staff members.
On the Optimize Appointment Scheduling (FS501400) form, for the specified date, branch, and branch location, you can schedule appointments that have not been assigned to any staff member, and assign these appointments to staff members.
To schedule and assign unassigned appointments for a particular date, you select the Unassigned Appointments option in the Type box. In the appointment list (the left table), you select the appointments to be scheduled and assigned; then you select the staff members to whom appointments will be assigned in the staff member list (the right table) and click Process on the form toolbar. The system assigns the selected appointments to the selected staff members. The system does not reassign appointments that have already been scheduled for staff members to other staff members; it only changes the appointments’ scheduled time.
On the Optimize Appointment Scheduling (FS501400) form, for the specified date, branch, and branch location, you can assign staff members automatically to appointments with consideration of staff members' work calendars and skills.
To run the appointment scheduling optimization process, you select the Unassigned Appointments option in the Type box, and select the Consider Skills check box.
In the staff member list (the right table), you select a staff member or staff members for which appointment schedule optimization should be performed, and in the appointment list (the left table), you select the appointments to be optimized.
Once you click Process on the form toolbar, the system selects the staff member to be assigned to each particular appointment while considering all of the following
The system also calculates the optimal schedule for each selected staff member for the selected date by updating the scheduled start times of the assigned appointments.
System optimization of the appointment schedule is based on the following rules:
On the Settings tab of the Appointments (FS300200) form, you can view the results of the optimization for a particular appointment in the Optimization Result box in the Scheduled Date and Time section. This read-only box contains one of the following options: