When you say “slot” I assume you use appointment booking? What is the upstream system - FSM/IFS Cloud/custom?
Hi @B Lavanya,
There are several reasons why tasks might be un-allocated at a later stage, even if you get slots and allocation initially:
- Manual actions by PSO schedulers/planners: Tasks might be manually fixed or committed.
- Technician delays: Delays in travel or work can affect task allocation.
- Higher priority tasks: New tasks with higher priority, longer duration, or shorter due times might take precedence.
To investigate further, follow these steps:
- Identify a sample task: Note down the resource ID/name and the date when the task was initially allocated.
- If you haven’t noted down the resource ID/name, use the Schedule History to find them.
- Use the Explanation tool in PSO:
- Navigate to Scheduling > Explanations.
- Select the activity ID and resource name (and date, if needed, to narrow down further).
- Request an explanation.
Keep in mind that the Dynamic Scheduling Engine (DSE) optimises tasks in every plan (excluding fixed tasks and beyond configured status), considering various factors. Therefore, pinpointing the exact reason for un-allocation can be complex without checking. But Explanation tool will help you to find more details.
Hope this will help you to investigate your issue.
//Anjula
I don’t know how PSO changes the activity value of booked activities, but my suspicion would be that your value is not very high, so that the DSE unschedules it in favor of another one. Would only make sense though if you have more demand than capacity.