Integration ServiceOptimizer Common Options
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Most of the SOAP APIs contain ‘options’ fields, which allow particular options specific to that interface to be passed to ServiceOptimizer. If a particular option is required it should be supplied, with a boolean
value of true
. If the option is not required it should be omitted from the call.
Offer/Book Options
These options are used for the Request Appointments SOAP API, Request Multi-Job Appointments SOAP API, Book Appointment SOAP API, Book Non-Appointment Job SOAP API and the Update Non-Appointment Job SOAP API.
Not all options are available for all interfaces and the relevant sections should be referred to for the valid listing.
Option Name | Type | Definition |
| boolean | The employees’ maximum allowed overtime should be included when making appointment offers. |
| boolean | This option specifies that the job’s ETF will be used instead of its ETA to calculate its lateness (using its Service Hours), and will be used as well as its ETA to determine if it’s outside its access hours. |
| boolean | This option requests the use of consecutive shifts (as well as allowing contiguous shifts) for splitting long duration jobs. |
| boolean | This option requests the use of only contiguous shift time splits for long duration jobs. |
| boolean | When If this option isn’t set, even though If |
| boolean | This option will cause the chosen operative to effectively become mandatory. |
| boolean | Allows the use of non-consecutive shifts (as well as allowing contiguous and consecutive shifts) for splitting long duration jobs |
| boolean | If supplied, then only the best set of offers for each available employee will be returned. The best offer is the earliest one whose |
| boolean | Requests that the cost of the offer be returned as part of the |
| boolean | The |
| boolean | This option will cause any previously specified mandatory operatives (1 or 2, ordered or not) to be removed from the job. An error won’t be returned if the job has no mandatory operatives. This option has no effect on preferred or excluded operatives. |
| boolean | The search for sets of offers biased towards those employees for whom the greater numbers of possible offers were found for the first jobs in the request. |
| boolean | This option will indicate on the Gantt that this job should be confirmed. |
| boolean | This option makes the job’s access hours pattern the same as its service hours pattern. (If an access hours pattern is also supplied in an |
| boolean | This option sets the |
| boolean | This option will cause the job’s dispatch status to be set to |
| boolean | This option will remove the fixed flag from the job (if it were previously fixed). |
| boolean | The If |
| boolean | This option will cause an unearmark to be generated (should one be required). |
| boolean | This option's effect is to cause access hour overrides to be generated from the job’s existing access hours (which may be from an access hours pattern) that overlap the same operative day on which the job’s ETA is current scheduled. If the job has no access hours on that operative day, a single access hours override from the start of the operative day to the end will be set. |
useExtraDuration | boolean | This option's effect is to, for jobs with a When the
|
UseFRUFilter | boolean | This is a RESERVED option for internal use only. It allows the Rebook function in Gantt to prevent offers being filtered out by the API Agent when determining a list of FRU's that can accept the job. It will ensure that the FRU string is used to ignore all other fields in the filter detecting uniqueness. Thus only
|
Force Options
These options are used for the Request Appointments SOAP API, Book Non-Appointment Job SOAP API and the Book Dependency Group Jobs SOAP API.
Option Name | Type | Definition |
| boolean | Indicates that the capacity for every day should be treated as though it was 100%, i.e. the capacity check values set for each day should be ignored. |
| boolean | For use in calls to the Request Appointments SOAP API under circumstances where a follow on set of part jobs is to be booked via the Book Split Dependency Group Jobs SOAP API. When set to true, if it is impossible to find spaces for all required job parts, then the offers returned are able to include places where other work items would be overlapped. A mandatory employee must be supplied, if not, then setting |
| boolean | A ‘catch all’ option to by-pass all constraint checking. The job is not even provisionally allocated to an operative, but remains in an in-tray until it is either manually allocated or another attempt is made to allocate it through the ABS. Both of these operations are done from the Gantt. The job will only be put into the in-tray of one of the FRUs that is mapped to the job’s location (region). Exactly which FRU is undefined, but it won’t be put into an FRU with no posted operatives. If a mandatory FRU is supplied, the job will be booked into that FRU. If a mandatory DRU is supplied, the job will be booked into an FRU in that DRU. If one or more mandatory Employees are supplied, but no mandatory FRU or DRU, the job will be booked into an FRU where one of those Employees has a posting (during the memory horizon) to one of the FRUs mapped to the job’s location. If one or more mandatory Employees are supplied as well as a mandatory FRU, the job will be booked into that FRU as long as at least one of those Employees has a posting to that FRU at some time during the memory horizon. If one or more mandatory Employees are supplied as well as a mandatory DRU, the job will be booked into an FRU in that DRU as long as at least one of those Employees has a posting to that FRU at some time during the memory horizon. |
| boolean | First attempts to allocate the job in the normal way. If this isn’t possible, and neither a mandatory DRU nor a mandatory FRU nor mandatory employees are supplied, the job is booked into an FRU where, during the SLA Search Window, there is at least one employee with the skills to do the job (similar to If a mandatory FRU is supplied in If a mandatory DRU is supplied, the job will be put into the in-tray of one of the FRUs in that DRU as long as there is an employee in that FRU with the required skills during the SLA Search Window (though he may not be available). If this is not the case, If one or more mandatory employees are supplied in If both a mandatory FRU and one or more mandatory employees are supplied, and the employees aren’t posted to the FRU at any time, the job will be put into the in-tray for the mandatory FRU as long as, during the memory horizon, there is at least one employee with the skills. If both a mandatory DRU and one or more mandatory employees are supplied, and the employees aren’t posted to any of the FRUs in that DRU at any time, the job will be put into the in-tray of one of the FRUs in that DRU as long as, during the memory horizon, there is at least one employee with the skills. In all cases, the job will only ever be booked into an FRU that its location (region) is mapped to. Note: The 3 In-Tray |
| boolean | Is another option to by-pass constraint checking, though the job will still only be put into the in-tray of one of the FRUs that is mapped to the job’s location (region). However, a skills check is done when placing the job: If there is one FRU containing an employee with the skills to do the job at some time during the SLA Search Window (see 6.6), even if that employee is not available, then the job will be put into that FRU’s in-tray. If there is more than one FRU, the one with the (numerically) lowest preference factor will be chosen. If there is more than one FRU with the same preference factor, one of them will be chosen, but which one chosen is undefined. If one or more mandatory employees are supplied, they will be stored but otherwise ignored. If a mandatory FRU is supplied it will be ignored (and not stored). If a mandatory DRU is supplied, it will be ignored. |
| boolean | Ignores local knowledge checks in candidate searches. |
| boolean | Sets the travel time (travel-to) to zero. i.e. Jobs with “NoTravel” are skipped in travel calculations. Travel time to next location will be based on previous location. |
| boolean | Allows existing jobs to be re-assigned among operatives in an attempt to fit this new job into the schedule. Use of this option will increase response times; this may be controlled by means of the database parameters |
| boolean | Indicates that a job that requires spares should still be allocated even if all of the required spares are not available. This means that if all the spares are available from vehicle stock they may be used, otherwise they need to be sourced externally. |
Standard Activity Options
Option Name | Type | Definition |
| boolean |
|
| boolean | If the new standard activity would overlap existing jobs, those jobs are de-allocated (to the in-tray), unless their status is If none of these options is set the new activity is created anyway and any consequent overlaps are left as they are. |
| boolean |
|
| boolean | If this is also set with the above option, the shuffled jobs’ access hours can be broken to remove overlaps. |
| boolean | Existing Tentative, Earmarked and Contacted jobs will be shuffled to try to remove overlaps. If removing the overlaps would mean the jobs’ access hours would be broken, then the call is aborted and |
| boolean |
|
| boolean | Currently not used. This option has been added for future use in determining the behaviour when breaks are overlapped by standard activities. |