Setting up the scheduler

Create different configurations to define the records for several entities that will be exported from HxGN EAM to the Constraint Optimizer.

The EAM data sent to the scheduler includes work order activities, and crew and shift data. This data is evaluated by the scheduler which also evaluates the distance between work sites, qualifications for completion of work, and priority.

Use this screen to determine which records to send to the scheduler so that the crews are dispatched appropriately. Choose a Dataspy for each entity on the WO Activities, Employees, Crews, and Shifts tabs to define the data that is sent for evaluation.

  1. Select Work > Setup > Optimized Scheduler Setup.
  2. Click New Record.
  3. Specify this information:
    Code
    Specify a unique code identifying the setup, and then specify a description of the setup in the adjacent field.
    Organization
    Specify the organization of the work order activity.
  4. Optionally, select the Active check box to make the record active in the system.
    Note: Selecting this check box makes the Next Evaluation Date and the Dataspy fields required.
  5. Specify this Scheduling information:
    Frequency
    Specify how often the constraint optimizer will run to export the data.
    Next Evaluation Date
    Specify the next date to evaluate the data for export.
  6. Specify this Export Data Details information:
    WO Activities Dataspy
    Select the Dataspy to determine which work order activity data is sent to the constraint optimizer.
    Shifts Dataspy
    Select which shift data is sent to the constraint optimizer.
    Crews Dataspy
    Select which crew data is sent to the constraint optimizer.
    Employees Dataspy
    Select which employee data is sent to the constraint optimizer.
    Vehicles Dataspy
    Select which vehicle data is sent to the constraint optimizer.
  7. Click Save Record.
  8. Optionally, click Test Optimized Scheduler Connection.
    Note: The WOOSURL parameter must contain the URL to the constraint optimizer to successfully connect to the scheduler. Contact your system administrator for more information.
  9. When you are ready to export the data to the scheduler, click Run Optimized Scheduler.