View Schedule Optimization run summaries

task australia Updated Sep 10, 2026 1 min read view-optimization-run-summaries.md
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View run summaries to monitor the status and results of Schedule Optimization runs.

Before you begin

Schedule Optimization must be configured and at least one optimization run must have been triggered.

Role required: wm_admin

Procedure

  1. Navigate to All > Schedule Optimization > Run Summaries.

  2. Review the list of optimization runs.

    Each row represents one optimization run.

  3. Select the Filter icon ([Omitted image "filter-right-side.png"] Alt text: filter icon) to filter or sort the list to find specific runs.

    • Filter by run type (batch or intraday)
    • Filter by status
    • Sort by start or end time
  4. Select the Run ID to open the run summary record and review optimization details.

    The record displays: Optimization details

    • Run type: Batch optimization, Intraday optimization
    • Task state: assigned, dropped, unassigned, or unchanged
    • Sub-state: such as awaiting details, generating details, or details generated
    • Start time and end time of the optimization run
    • Optimization horizon: start and end dates of the evaluated time period
    • Travel estimate provider
    • Objectives and constraints applied
  5. View the related list for more optimization details.

Tab

Description

Qualifiers

The assignment groups or territories included in the optimization run.

Work Order Tasks

The work order tasks evaluated and processed during the optimization run.

Dropped Technicians

Technicians who were not considered for optimization.Select a technician to view the Run Detail record, which shows the optimization status and resource notes explaining why the technician was excluded from optimization.

Technician Schedules

Schedules for technicians included in the optimization run.

Run Summary Shifts

Shift plans and the tasks assigned to each plan.

Associated Batch Record

The batch configuration associated with the optimization run.

Associated ML Solutions

Machine learning solutions associated with this optimization run.

Use run summaries to verify optimization results, investigate assignment decisions, and troubleshoot issues identified during optimization.

Related topics

Configuring Schedule Optimization

Optimizing technician schedules at set intervals

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