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Proposal V2: assignment rules on a single screen

In Assignment proposal V2, the “Rules” tab arranges all settings in 6 groups, with a word and a colour for each kind of rule, and shows where the value used for a person on a given day comes from.

New in Assignment proposal V2: the “Rules” and “Diagnostics” tabs. The current proposal screen and its settings remain available, unchanged.

Rules

  • 6 groups: Times and hours, Workload, Who can do what, Journeys, Proposal style, Deliveries.
  • Three kinds of rules, each with a word and a colour: Mandatory, Tolerated at a cost, Preference.
  • Clear units: hours in h:mm, minutes for breaks and lead times, euros for costs.
  • A rule is set for the whole company, and each row says how many exceptions exist (sectors, people, days, properties): “View / edit exceptions”.
  • “Where does the value come from?”: for a person and a day, the value of the company, the sector, the person and the day's team, and the one that is used.
  • Contradictory rules are flagged, with a link to the rule to correct.
  • Proposal style: a single choice (Fewer journeys, Balanced, Quality first) and “Fill a few people” or “Spread across everyone”. The 7 weights stay in advanced mode.
  • “Test on tomorrow” recalculates tomorrow's proposal with your changes, without saving anything. A single “Save” button.

Diagnostics

The 5 set-up steps and the data to check (duplicate names, vehicles without capacity, contradictory rules, calculator), each with its own button.

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