Create employee records. The Constraint Optimizer is capable of dispatching individual employees to WO activities if they are not a valid member of a crew for the system date. If they are a valid member of a crew for the system date, then they will not be dispatched as an individual employee.
There can be a mixture of Crews and Employees that are dispatched to WO activities. Any employee record created for consumption in this integration must have all the following TRUE:
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The Tradesperson check box must be selected (crew employees and individual employees).
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The employee cannot be Out of Service (crew employees and individual employees).
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The employee must have a valid location populated (individual employees only). This is the location for which the employee starts his/her workday. Therefore, Starting X Location and Starting Y Location fields (new on Employees screen for this release) must be populated.
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If a valid location is not available for any of the individual employees that would be sent to the Constraint Optimizer during a particular process, the entire process will be stopped and an error will be displayed (see Optimized Scheduler Setup screen & 5 Tabs section for details).
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See Crews for details of crew location (versus individual employee).
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If an employee is always a member of a crew, then populating their location on their Employee record is not necessary as the crew location will be used in that case.
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See Equipment (A/S/P) section for details and handling of the location fields.
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When determining the optimal sequence for each individual employee’s WO activities, the Constraint Optimizer will use the employee’s location as their starting and ending location for the workday.