Constraints

A vehicle shift may end either by:

The former is more appropriate for vehicles that end their shifts in employer’s depot or office. The latter is suitable for vehicle shifts that end at employee’s home and the travel from the last visit home is considered outside the working hours.

Make sure to define at least one of these hard limits, otherwise the vehicle shift effectively never ends.

Both vehicle shifts and visits define skills. You can use skills to model a skill or trade with its level of proficiency (optional) and its service duration multiplier (optional). The constraint makes sure visits are assigned to vehicle shifts that match their required skills and their levels. Triggers for any visit assigned to a vehicle shift with at least a single missing skill (or its insufficient level) required by the visit.

A vehicle shift can also define temporary skills that apply only in the specified time interval.

Both vehicle shifts and visits define tags. You can use tags to model skills, regions, contractors, and similar. The constraint makes sure visits are assigned to vehicle shifts that match their required tags. Triggers for any visit assigned to a vehicle shift with at least a single missing tag required by the visit.

A vehicle shift can also define temporary tags that apply only in the specified time interval.

A visit may define required vehicles to limit the vehicle shifts assignable to the visit only to the shifts of the specified required vehicles. You can use this feature to specify that a visit needs to be handled by a specific technician.

The constraint makes sure visits are assigned to vehicle shifts that belong to a vehicle specified in the list of required vehicles. If no required vehicles are defined, the visit can be assigned to a vehicle shift of any vehicle.

Triggers for any visit assigned to a vehicle shift of a vehicle not in the visit’s list of required vehicles.

Vehicles have to fulfill the service within the customer visit’s availability window. The constraint triggers when the vehicle shift’s start service time exceeds the visit’s max start time.

Vehicles have to fulfill the service within the customer visit’s availability window. The constraint triggers when the vehicle shift’s departure time exceeds the visit’s max end time.

Vehicle shift can define a maximum travel time spent per a single visit. This limit may result in visits in distant locations being unassigned. The constraint triggers when the vehicle shift’s travel time exceeds the limit.

When Visit B depends on Visit A, and Visit B is assigned to a vehicle shift, Visit A must be assigned as well (to any vehicle shift). For instance, when one maintenance task requires the completion of another task. Triggers if the plan contains an assigned visit depending on an unassigned preceding visit.

Visits may depend on each other with a minimal required delay between them. For instance, between two consecutive maintenance tasks, there needs to be a technological pause. Triggers if a visit starts before the minimal delay after the departure time from the defined preceding visit.

Visits depending on each other may require to be assigned to the same vehicle (possibly different vehicle shift). For instance, two related tasks have to be performed by the same technician. Triggers if a visit required to be assigned to the same vehicle as its preceding visit is assigned to a different vehicle.

Often it is important to spread movable visits (visits with an availability window spanning multiple days) over the planning windows to keep free time for optimizing non-movable visits (visits with an availability window within a single day) and placing sudden emergencies.

The movable occupation ratio threshold defines the capacity for movable visits in the following way:

If the vehicle shift occupancy grows above the threshold, the constraint penalizes the solution score for the exceeding travel and service duration of movable visits assigned to this vehicle shift.

The constraint makes sure that a visit does not overlap with a fixed break required by a vehicle shift.

Similarly to Vehicle shift end time (hard), there are also soft limits of the vehicle shift end:

If you use these soft limits, make sure to set them to earlier time than the corresponding hard limits.

Minimizes the total travel time over all vehicles. Triggers for every visit assigned to a vehicle shift. This constraint represents an optimization goal to reduce the travel time and is typically not used in combination with the Minimize travel distance constraint.

Minimizes the total travel distance over all vehicles. Triggers for every visit assigned to a vehicle shift. This constraint represents an optimization goal to reduce the travel distance and, by that, also the mileage driven together with a fuel consumption. It is typically not used in combination with the Minimize travel time constraint.

Schedules movable visits to the earliest possible day to reduce the risk of not being able to assign them later. The constraint triggers for every movable visit that is scheduled to a later date that its minimum start time.

Assigns as many optional visits (movable visits with availability windows spanning multiple days) as possible without breaking hard constraints and without making a mandatory visit unassigned. Optional visits with approaching deadlines come first. Applies to any unassigned optional visit with its maximum end time outside the current planning window.

If a vehicle crew gets behind the schedule during the day, there is a risk the last one or two visits might not get finished. As a result, these visits have to be rescheduled to some other day.

This constraint penalizes any visit with its departure time exceeding the visitCompletionRiskMinimalTimeToShiftEnd based on the visit priority. To define the minimal priority level to consider for the risk evaluation, use the visitCompletionRiskMinimalPriority.

That way, high-priority visits are more likely to be scheduled earlier in the day, while low-priority visits are likely to move towards the vehicle shift end.

Minimizes the sum of all unnecessary skill levels (provided skill level minus required skill level) over all assigned visits. The penalty is proportional to both the skill level difference and the visit effective service duration (the time of a more skilled technician is more expensive).

In the case of not specifying any skill levels, the provided skill levels will default to 1 and required skill levels will default to null (meaning the skill requirement does not care about skill level at all), therefore no optimization will take place. If this is the case, you might even want to turn off this constraint for performance reasons by setting its weight to 0.

Triggers for every visit assigned to a vehicle shift.

This constraint represents an optimization goal to reduce over-qualification: scheduling highly qualified vehicles/technicians to simple tasks.