Hi all!
We have a scenario here where the clients wants to assign a service appointment to multiple service technicians and that too for multi-day service appointments. They don't want to use the option of Service crews because those resources assigned to multi-day service appointments should be able to work on a different SA on the next day and continue with multi-day appointment. Also they want the technicians to have visibility who is working on a particular SA together. I thought of giving an option for them to associate another assigned resource directly to SA but that does not show up in the Gantt chart on the dispatcher console. Any thoughts will be really helpful and appreciated.
Hey @Vetriselvan manoharan so what you are seeing is expected in terms of adding assigned resources manually to a single service appointment. The only person that is blocked on the Gantt is going to be the first resource.
So if I understand the use case it sounds like you are trying to schedule multi-day appointments that aren't really multi-day appointments, correct? The fact that a resource can be assigned a multi-day appointment but then also go out and do more appointments in between the start/end of the multi-day job.
My first instinct would be to dig in more on the specific use case because it seems to contradict a bit in terms of expected result. The fact that Resources should be working together on a job that spans over multiple days, and the Resources should see everyone else they are working with, BUT those same resources can go and do other jobs (meaning they aren't working on the same job anymore) at some point throughout the initial job. I would want to understand what is the bigger priority for the customer, keeping these folks together, blocking them off for multiple days, or the flexibility to basically do individual work in between.
Outside of digging in deeper on the requirement, just off the top of my head, I would probably start investing the following:
The possibility of creating multiple multiday SAs, tied to the same Work Order, so the SAs could be assigned out individually. You could simply have the scheduler line them up to resources in the Gantt or get creative and use the Crew Management UI to assign Resources BUT have your own automation in the background creating the individual SAs as you build out the crew. Once you reach the number you want (would need to be built in the automation) simply delete the crew members with the SAs remaining.
Once the SAs are on the gantt I would investigate the use of Scheduling Priority and Schedule over Lower Priority functionality. Its not called out in the documentation that it isn't supported so it could be a way for the resource to be scheduled a Multi-Day job (lower priority) but be scheduled another job (higher priority).
Apologies as I haven't been able to test the above myself to confirm viability but it is where I would start my investigating.
Hope this helps!
