Monitoring Current-Day Optimization Status
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Current-Day Optimization is a Production Beta feature in Service Board 25.1.
Jobs that are currently being scheduled via Current-Day Optimization appear on the Job List marked with an orange icon.
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To avoid conflicts with the optimization schedule, do not manually update these Jobs.
You can monitor the status of these Jobs in several ways.
To monitor Current-Day Optimization status:
1. To confirm that Appointments are being scheduled via Current-Day Optimization on the Appointment context menu, click Edit Appointment, and then in the Edit Appointment dialog box, check the value in the Dispatch Source field.
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If the Dispatch Source field does not appear in the Edit Appointment dialog box, contact your system administrator to request that is be added.
2. To review optimization results, do one of the following:
On the Job List, identify the Jobs that are currently being scheduled via Current-Day Optimization with a visual scan or a search, and then on the Job Action Menu for the Job you want to monitor, click Show on Calendar and review the Job scheduling details.
On the Resource List, switch to the current date, and then check the schedules of the Resources that are assigned to Jobs being scheduled via Current-Day Optimization.
For more information:
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