1. Time frame: Time horizon being optimized. Service appointment are only be scheduled within the horizon. Service appointment candidates can come from outside the horizon.
2. Which service appointments: Scheduled or Unscheduled. When selecting Unscheduled, Resource Schedule Optimization won’t move the scheduled service appointments and only optimizes the unscheduled ones.
3. Scheduling Policy: The scheduling policy you want to use for this resource’s schedule optimization.
4. Filter candidate service appointments by: Select a field on the service appointment. This creates a list of service appointments that are candidates to schedule to the resource.
5. Filter only service appointments assigned to the resource: Select if you only want to schedule service appointment already assigned to this resource.
6. Keep the following service appointment scheduled: Select a field on the service appointment. This creates a list of service appointments that Resource Schedule Optimization keeps scheduled and doesn’t move.