Enter Resource Relocations
Explanation
This activity relates to relocating a resource, either geographically or conceptual, for a period of time so
that a resource's schedule can be optimized effectively and balanced to meet demand. When creating a
Resource Relocation the date range must be specified as the Relocation Period
along with the following optional values:
- Calendar/ Shift Pattern Template: if the resource is required to work for different working times that their
usual patterns during the Relcoation Period, then an alternate Calendar and/ or Shift Pattern Template one can be
selected.
- Relocation Template: a Relocation Template can be linked to the Resource Relcoation. A template contains the
Schedule Details, Regions, and Skills that are required during the Relocation Period. If a Relocation Template is
applied to a Resource Relocation then the Schedule Details, Region, and Skills are not editable. For more
information about Resource Relocation Templates please see Enter New Resource Relocation Template.
- Scheduling Details: a series of Scheduling specific values can be added to the Resource Relocation record
such as the Scheduling Utilization, Start Location, Max Travel parameter, etc. These values can be added manually
or via a Relocation Template. When shifts are generated for a Relcocation Period, any Scheduling values defined
here will be added as Shift Attributes (of Type=Scheduling).
- Regions: regions that are required for the Relcoation Period can be defined here.
- Skills: skills that are required for the Relocation Period can be defined here.
- Dataset: if the resource is required to work within a particular Scheduling Dataset for the Relcoation Period
then this can be defined.
Prerequisites
A resource of Person Resource Type is required to be relocated for a period of time.
System Effects
- A Resource Relocation record will be created in either a Preliminary or Active status.
- Where a relocation is created in an Active status, Capacity and Shift Generation will occur for the
resource(s) being relocated. For shifts generated during a relocation period, the shifts start and end date/times
will be determined by the Calendar/Shift Pattern Template added on the Relocation.