Example- Schedule Optimization

concept australia Updated Sep 10, 2026 2 min read schedule-optimization-example.md
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This example shows three different ways admins can configure the optimization engine to schedule tasks.

Admins can configure Schedule Optimization to run overnight in batches to schedule a larger number of tasks or throughout the day at selected intervals based on events. Admins can also enable dispatchers to initiate Schedule Optimization from Dispatcher Workspace by configuring on-demand optimization.

In this example, the organization is ensuring that agents complete as many tasks as they can during their shift without spending a lot of time traveling between tasks. A policy is configured to maximize assignments and minimize travel time. On-demand optimization is enabled for the dispatchers who are assigned to this group of agents.

Admin Core Configurations for Schedule Optimization

Field Value
Qualifier type for Schedule Optimization Assignment Group
Number of seconds used for task scheduling resolution 1
Maximum number of location points allowed in a map provider call 300

Field

Value

Name

Maximum Assignments

Active

true

Constraints

Default values

Overall objectives

Maximize travel time (weight 1)

Maximize task assignments (weight 1)

Maximize assignments to earlier shifts (weight 1)

|Field|Value| |-----|-----| |Name|West coast config| |Active|True| |Travel estimate provider|Beans.ai| |Default policy|Maximum Assignments| |Straight line estimate config|West Coast| |Tasks|State is one of: Pending dispatch or Scheduled| |On Demand applicable policy|West Coast Dispatcher|

Batch Optimization Configurations

Field Value
Name West Coast weekly
Schedule start date 2023-12-01
Run frequency Every 7 days
Batch start time 22:00
Batch end time 3:00
Field Value
Name West Coast-Next 7 days
Active True
Scheduling attribute configuration West Coast config
Rank 1
Assignment horizon offset 00
Assignment horizon range Days 7
Optimization Batch West Coast weekly
Start date 2023-12-01
Batch start time 22:00
Batch end time 3:00
Assignment group San Diego North

Note: Select schedule now when the form is complete

Intraday Optimization Configurations

Field

Value

Name

West Coast

Active

True

Default scheduling attribute configuration

West Coast config

Default

False

Flow

Schedule intraday jobs (default)

Default processing window

Workday 9:00-5:00

Assignment group

San Diego South - Enable On Demand = True

San Diego North - Enable On Demand = True

## On-demand Optimization configurations
Field Value
On Demand applicable policy West Coast Dispatcher

Field

Value

Assignment group

San Diego South - Enable On Demand = True

San Diego North - Enable On Demand = True

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