Unexpected real-time changes are a normal part of day-to-day field service operations. When Jobs are canceled or urgent new tasks arise, or when technician availability fluctuates, manually triggered reoptimization work can become unscalable.

To address this business need, Current-Day Optimization provides continuous automated dispatch based on defined criteria with minimal dispatcher intervention. Close adherence to SLAs, better efficiency, and heightened responsiveness are other benefits of this functionality.

Current-Day Optimization is an automation layer that augments existing Schedule Optimization functionality. Typically, this automation is implemented via a System Job that is based on Job eligibility filters, Resource filters, and Optimization Settings, which executed periodically. You can also run Current-Day Optimization manually when and as needed.

To configure Current Day Optimization, you first create and configure a System Job to define the execution frequency, and then create a Current-Day Optimization record to configure the Jobs, Resources, and Optimization Setting values to include in the automation. To ensure scheduling behavior aligns with your organizational needs, you can configure lead times during which schedules are locked while Current-Day Optimization execution is in progress, so that schedules are not adjusted for a specified amount of time after optimization processing begins to ensure that work in progress is not disrupted. You can then execute the job automatically or manually and monitor the execution. When Current-Day Optimization jobs fail due to data issues, you can check the related Current-Day Optimization Failed Job records to obtain details on the cause of the error and update any field values that triggered the issue to troubleshoot before you run the job again to clear issues.