Configuration

Overview

The Config module controls global scheduler behavior for your tenant. It includes planning horizons, optimization parameters, option sets (bay types, skills, capabilities), and workflow templates that define standard maintenance sequences.

Key Concepts

Scheduler Configuration

The main configuration record controls:

Optimization Weights

These weights control how the optimizer prioritizes different objectives:

Higher weights make the optimizer focus more on that objective. You can also override these per-optimization run from the Optimization Options panel.

Option Sets

Option sets are configurable lookup lists used throughout the Scheduler. They are organized by category:

Each option set item has:

• Code -- Unique identifier within its category
• Display Name -- Human-readable label
• Description -- Optional explanation
• Color -- Optional color for UI rendering
• Icon -- Optional icon identifier
• Sort Order -- Display ordering
• Active -- Whether the item is available for selection

Deactivating an option set item hides it from new selections but preserves existing references. Deleting is only allowed if the item is not in use.

Workflow Templates

Workflow templates define standard maintenance sequences as a series of ordered steps. They are useful for recurring procedures that always follow the same pattern.

Each template contains:

• Name -- Template name (e.g., "500-Hour Service")
• Description -- What the workflow covers
• Active -- Whether the template is available for use
• Steps -- Ordered list of work steps

Each step defines:

Templates can be used to quickly create a set of scheduler tasks with the right dependencies and requirements.

How to Use

Updating Scheduler Settings

1. Navigate to Scheduler > Config

2. Adjust planning horizons, granularity options, and optimization weights

3. Changes take effect immediately for all users in the tenant

4. Use Reset to Defaults to restore factory settings

Managing Option Sets

1. On the Config page, open the Option Sets section
2. View items grouped by category or filter by a specific category
3. Click Add Item to create a new option set entry
4. Enter the code, display name, and optional color/icon
5. Drag items to reorder them within their category
6. Deactivate items you no longer need (they remain for historical references)

Seeding Default Option Sets

For new tenants, use the Seed Defaults action to populate standard option sets:

• 4 bay types (Maintenance, Wash, Inspection, Tire Service)
• 6 capability tags (Crane 10T, Crane 25T, Welding Station, Large Bay, Tire Handler, Pressure Washer)
• 6 skills (Hydraulics, Electrical Systems, Engine Repair, Welding, Tire Service, Brake Systems)
• 4 work order types (Preventive Maintenance, Corrective Maintenance, Inspection, Major Overhaul)

Items that already exist are skipped, so seeding is safe to run multiple times.

Creating Workflow Templates

1. On the Config page, open the Workflow Templates section

2. Click New Template

3. Enter a name and description

4. Add steps in order, specifying duration, skill requirements, and bay type for each

5. Save the template

6. The template can then be used to generate scheduler tasks from a standard procedure

Editing Workflow Steps

1. Open a workflow template
2. Add, update, or delete individual steps
3. Steps can be reordered by changing their step order number
4. Changes to templates do not affect tasks already created from them

Common Questions

Can I have different configurations per site?

No. Scheduler configuration is per-tenant. All sites within a tenant share the same configuration, option sets, and workflow templates.

What happens if I change optimization weights?

The new weights apply to the next optimization run. Previously optimized scenarios retain their existing schedule and scores.

Can I delete an option set item that is in use?

No. Items referenced by technician skills, bay capabilities, or task requirements cannot be deleted. Deactivate them instead to hide them from new selections.

How do workflow templates relate to tasks?

Templates are blueprints. When you apply a template, it creates individual scheduler tasks with the steps as separate tasks, linked by predecessor dependencies. The template itself is not modified by task changes.