Types of Selection Rules

By using selection rules with ALL, a quantity, or a combination of both, you can create different types of selection rules:

• Simple selection rules. Create a simple 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. for services The types of work performed for customers by one or more resources.Services are schedulable activities. that require one or more resources Users that perform a service, or the equipment or facilities that are required for a service., all of which are interchangeable in the schedule A list of times that a resource is available for work. Also, a list of service activities for a specific period of time.. For example, a bicycle safety inspection can be performed by any of the technicians in the shop or by a specific person. You can also require all of the resources.These rules require resources from a list of equal resources, both individuals and resource groups.

  In this example, the service requires one member of a group of resources

  Any technician can perform a bike repair.

  Choose 1 From the same site From

  Member of Technician Resource Group

  In this example, all of the resources are required to perform this service

  Luis, Michael, and Michiyo are all required for a new racing sponsorship consultation.

  Choose All From the same site From

  Luis Sousa

  Michael Allen

  Michiyo Sato

  In this example, the service requires one specific resource

  Only Luis can perform a bike painting.

  Choose 1 From the same site From

  Luis Sousa

• Compound selection rules. 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. For example, a bicycle tune-up requires one technician and one bike rack. These rules require a combination of resources, each selected by a subrule.

  In this example, a service requires a combination of resources

  A senior technician or a technician, and a bike rack are required for a bike overhaul.

  In the first selection rule, the ALL indicates that search follows every subrule. The first subrule indicates the search can select from either the senior technician resource group or the technician resource group.

  Choose All From the same site From

  Choose 1 From

  Member of Senior Technician Resource Group

  Member of Technician Resource Group

  Choose 1 From

  Member of Bike Racks Resource Group

• Complex selection rules. A complex 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. requires a specific number of resources Users that perform a service, or the equipment or facilities that are required for a service., each from separate groups, that are defined in subrules. For example, a bicycle assembly can either select one senior technician, or two junior technicians, or three interns. These rules require resources that follow multiple subrules.

  In this example, the service might require one or more resources from equivalent resources

  A gear assembly replacement requires 1 senior technician or 2 technicians or 3 interns.

  In the first selection rule, the 1 indicates that search selects one resource using any one of the subrules.

  Choose 1 From the same site From

  From

  Member of Senior Technician Resource Group

  Choose 2 From

  Member of Technician Resource Group

  From

  Member of Intern Resource Group

• Nested selection rules. These rules require resources that follow multiple subrules within subrules.

  In this example, the service requires one or more resources from equivalent resource groups that are defined by additional subrules

  A racing bike overhaul requires a bike rack, an assistant and either 1 generalist or 1 specialist.

  In the first selection rule, the ALL indicates that search use all of the rules and each subrule indicates selecting 1 from the resource group.

  Choose All From the same site From

  Choose 1 From

  Member of Bike Rack Resource Group

  Choose 1 From

  Member of Assistant Resource Group

  Choose 1 From

  Choose 1 From

  Member of Generalist Resource Group

  Choose 1 From

  Member of Specialist Resource Group

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.

Understanding the Difference Between ALL and a Quantity in a Selection Rule

Although you can consider ALL and Quantity similar to Boolean operators, they do not function identical to the operators.

In a selection rule, ALL can mean either of the following:

• If the rule is followed by a list of resources, then every resource listed is selected.
• If the rule is followed by subrules, then every subrule is observed.

If you enter a quantity in the selection rule, the rule selects from a combination of all the subrules under it that define equivalent resources. For example, one senior technician might equal two technicians or three interns. The quantity in the rule must be equal to or less than the quantity of subrules or resources listed under it.