Catalog: configure your activities

On Cadulis, the activity type is the template that defines how your various appointments, activities, and interventions operate.

General Parameters

When creating an activity type, you must provide the following information:

• The name of the activity type
• The operating mode on which the activity is based:
  • Intervention: this is the most comprehensive type, corresponding to an activity with a geographic location, which can be assigned to a field worker
  • Intervention without location: there is no address or route management, so this type of intervention will not be billed. This activity type can be used, for example, to block schedules
  • Contact Call: this activity type corresponds to an incoming or outgoing call. The call is placed in the call stack of a user with the “call center agent” role, depending on their skills. There is no scheduling, but there are “to do after” and “to do before” notions.
  • Task: an activity with a location, but without intervention and closing forms. A task allows you to reserve a time slot in your calendar. This type of intervention is not billed.
• The business unit, if you are an administrator of multiple entities
• Visibility:
  • private: interventions will only be visible to you and the members of the business unit; they will appear as a black box on the schedules of other BUs and with a location bias on the maps of other BUs, if the field worker is also linked to that other BU
  • shared: will be visible if you decide to share your intervention types with other BUs (see links between BUs)
• Category is mandatory and allows you to organize your activities, but you can create a single category and use it for all your interventions.
• The logo, which will appear on the schedule, on intervention and closing forms.
• Numerous configuration options are available in Settings > Catalog

Automatic Assignment

Save time!

Automatic assignment is enabled by default on your activities. As soon as the intervention is created, the best field worker and the best time slot are assigned. You can also use the time slot suggestion feature, which uses the same algorithm to present you with a grid of green, orange, or red time slots, allowing you to choose manually.

Algorithm

How does it work?

Among the closest technicians, the algorithm calculates a score for each available time slot based on the distance to the intervention and skills. Already scheduled interventions are taken into account.

Automatic assignment assigns the earliest available green time slot to the most relevant technician. By default, the lunch break is flexible and the working hours are 8AM-6PM (including travel time).

The starting address for a route is the address defined in the technician’s account settings. Non-exhaustive list of criteria considered by the scheduling assistant:

• availability
• travel time
• lunch break
• working hours
• tolerance thresholds
• calculation mode (relevance, profitability, earliest possible)
• skills
• prioritization of employees over subcontractors