Create a compound selection rule

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Create a compound selection rule A set of criteria that specifies which personnel, equipment, facilities, or resource groups are required to perform a service, or how to select these resources, based on parameters such as quantity and capacity. when you have a service A type of work performed for a customer by one or more resources. Services are schedulable activities. that requires two or more resources Users that perform a service, or the equipment or facilities that are required for a service., each from separate groups. These groups are defined in subrules. For example, a bicycle tune-up requires one technician and one bike rack.

In this example, a service requires a combination of resources

This procedure assumes that no selection rules have been created previously for this service.

1. In the Navigation Pane, click Settings, click Business Management, and then click Services.
2. In the list of services, open the service to which you want to add a selection rule.
3. On the Service form, click the Required Resources tab, and then double-click the first selection rule in the right pane.

   Selection rules appear in the tree beside .

4. In the Edit a Selection Rule dialog box, enter the following information.
   • Quantity

     Select All. This indicates that the selection should follow each of the subrules.

     For this procedure, do not select a quantity, or you will not get the expected results.

   • Description

   Enter any additional information about the scheduling rule you want to record.

   • Selection Site

   This option defines whether the resources must all be from the same site, or if they can be from any site in the business unit. This option is only available in the top-level selection rule.

5. Click OK.
6. Under Common Tasks, click Add a Selection Rule.

   A new selection subrule appears in the selection rule tree connected to the first selection rule, and the Add a Selection Rule dialog box opens automatically.

7. Repeat steps 5 and 6 to define the subrule. Selection Site is not available for subrules.
8. Select the new subrule in the details pane.
9. Under the Common Tasks, you can add resources.
   • To add individual users, facilities, equipment or teams to the selection rule, click Add Resources.

     In the Look Up Records dialog box, select the records you want to add. You can add as many records as you want, and they can be a mix of individual users, facilities, equipment, and teams.

   • To add resource groups to the selection rule, click Add Resource Groups.

     In the Look Up Records dialog box, select the records you want to add. You can add as many records as you want.

   Tip

   If you select multiple users in the Look Up Records dialog box and click OK, the Save the selection as a Resource Group dialog box opens. If you want to create a resource group from the selected resources, click Yes, save the selection as a resource group with the name, enter a name in the box, and then click OK. The new resource group appears in the selection tree.

10. Click OK.
11. In the right pane, click the first selection rule.
12. Repeat steps 7 through 11 to define additional subrules and add resources to them.
13. Click Save or Save and Close.

Tip