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 than their
usual patterns during the Relocation Period, then an alternate Calendar and/ or Shift Pattern Template can be
selected.
- Relocation Template: a Relocation Template can be linked to the Resource Relocation. 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 Relocation Period, any Scheduling values defined
here will be added as Shift Attributes (of Type=Scheduling).
- Regions: regions that are required for the Relocation 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 Relocation Period
then this can be defined.
Time Zone Support
If a resource works in a different time zone during the relocation period, and the Inherit Time
Zone toggle is enabled, the time zone is derived by the following order of precedence:
- From the Location Start Address specified in the Details tab.
- From the Service Organization.
- From the Resource, if neither the Location Start nor the Service Organization fields are
defined with specific parameters.
If the Inherit Time Zone toggle is disabled, the time zone must be defined manually.
Prerequisites
The resource being relocated must be of a Person or Crew Resource Type.
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.