Schedule multiple resources with requirement groups

Requirement groups bundle requirements that you commonly schedule together. When a job needs more than one resource — for example, two technicians with different skills, a technician plus specialized equipment, or a facility appointment that needs a room and a specific staff member — use requirement groups to schedule them all to the same time slot.

If the same group of people always works together, consider using crews instead. Requirement groups are for flexible combinations that change per job.

Requirement group scheduling at a glance

Prerequisites

• Multiple bookable resources with relevant characteristics.
• A requirement group template (optional, for reuse).

Step 1: Create a requirement group template

1. In Resource Scheduling, open the Settings area. Under Scheduling, select Requirement Group Templates, then select New.

2. Enter a Name for the requirement group and Save it.

3. In the bottom panel, select the requirement group. Configure the following options for how the schedule assistant returns results:

   Setting	Options	Details
   Select	All (default) / Any	All: Resources must fulfill all requirements. Any: Resources can fulfill any requirement. Use subgroups to combine these — for example, set root to Any and each subgroup to All for the assistant to search for either all of option 1 or all of option 2.
   Part of Same	Location / Resource Tree / Organizational Unit	Controls how strictly the assistant groups resources. Location uses Bookable Resource Association and Bookable Resource Group. Resource Tree adds type association. Organizational Unit (most stringent) checks only the parent org unit.

   

4. Select + Requirements to add requirements and fill in the fields in the columns. All requirements within a requirement group must have the same duration. Change the duration of individual bookings after booking the requirement group by setting the Cascade Crew Changes option on the Scheduling tab of the booking to No.

5. To add more details to a resource requirement, select a resource requirement in the form, then select Open Form, and enter more filters for the schedule assistant. For example, on the Scheduling tab, choose the work location:

   Work location	Behavior
   Facility	The interaction takes place at a facility. Travel time is calculated from the customer location to the facility. At least one facility or facility pool must return in results.
   On Site	The interaction takes place at the customer location. Travel time is calculated from the resource location to the customer. Facility resources and pools are excluded.
   Location Agnostic	The interaction takes place remotely. No location or travel time is considered. Facility resources can still appear, but travel time isn't displayed or ranked.

   Note

   You can select a maximum of 10 values per requirement for the following fields: Resource Categories, Characteristics, and Preferred Resource.

6. Save the requirement group template.

Step 2: Create a requirement group

1. In Resource Scheduling, open the Resource Scheduling area. Under Scheduling, select Requirement Groups, then select New.

2. Enter a Name.

3. To use a template, select an existing Requirement group template from the drop-down list and Save.

   To create your own requirement group, select Save and fill out the information for the group and its requirements. Learn more in Create a requirement group template.

Step 3: Book the requirement group

Open a requirement group and select Book to launch the schedule assistant and get available resources that can fulfill the requirement group. By default, it recommends options that require the fewest resources first. Book the selected resources. Then save and close the requirement group.

Booking an option for multiple requirements creates multiple bookings.

Keyboard shortcuts

You can use keyboard shortcuts when creating requirement groups.

Requirement groups for Field Service scenarios

Requirement group templates work with incident types. When you associate a requirement group template with an incident type, you automatically add requirement groups to work orders. Requirement groups can affect how quickly you can create work orders and work order incidents. The number of requirements in a requirement group determines the level of impact.

1. In Field Service, open the Settings area. Under Work Orders, select Incident Types.

2. Select an incident type, open the Related > Requirement Groups tab, and select New Incident Type Requirement Group.

   Note

   Incident types with characteristics can't relate to requirement group templates. Instead, associate the characteristics with requirements in the group.

3. Enter a Name and choose a Requirement Group Template to associate the template with the incident type. Then select Save and Close.

   

4. After saving the record, add the incident type to a work order.

You can now book the work order.

Related scenarios

• Schedule a standard work order
• Schedule crews
• Schedule work over multiple days
• Schedule a facility