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Question

PSO booking in the day shift with flexible time

  • March 24, 2025
  • 1 reply
  • 9 views

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  • Sidekick (Customer)
  • 10 replies

Hello,

is it possible to book an appointment in PSO that specifies the technician but instead of booking a fixed time you only specify the day. This way PSO schedules this technician for the day in its view and PSO itself determines which time is the best. This way I would only have to confirm the day and the technician to the customer and PSO would find the best time for me. But we like to do it in PSO we don’t like to use appointment  bokking in FSM.

1 reply

Alexander Heinze
Superhero (Employee)
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When you use appointment booking and accept an appointment slot/offer, the suggestion (see Scheduling Concepts - Appointment Booking) is:

The activity must be constrained to the time slot in the appointment offer. The preferred way of doing this is to create an availability record of type ACCEPTED_APPOINTMENT. The constrained time slot must be at least as long as the original appointment offer.

In your case the availability would span the entire day. In addition you can use Activity_Status>fixed:

If true, resource_id must also be provided and cannot be changed by the DSE. The DSE will only consider scheduling the activity into the route of this resource. However, there is no guarantee that the activity will actually be scheduled to the resource – the activity can still be unallocated.

Alternatively you could use a resource preference, which would still prefer the technician, but give the DSE some more flexibility if the resource is no longer available (with “fixed” the activity could no longer be allocated i.e., sick technician would mean missed appointment).

 


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