Add and manage job type groups for Adaptive Capacity

Overview

You can combine multiple job types into a job type group. This allows you to view capacity by job type group in Capacity Reporting and set strategic capacity rules based on these groups.

Things to know

• Creating job type groups allows you to organize Capacity Reporting in a different way and create strategic rules that apply to groups of job types.

Best practices

• If you're not sure where to start, try dividing your job types into a High Margin group and a Low Margin group.

Use cases

• A dispatch manager needs to assess capacity across categories of job types, such as high-value services, regular services, membership maintenance, and regular maintenance. Each category contains several specific job types. In this scenario, create job type groups for each category to more easily analyze the information in Capacity Reporting. This also makes it easier to create job-type specific rules.

Create a business unit group for Adaptive Capacity

1. Go to the top toolbar and click Settings .

2. In the side panel, go to Operations > Job Type Groups.

3. Click Create Job Type Group. 

4. On the Create Job Type Group screen that opens:        

   1. Enter a Name for the job type group.

   2. Click the Job Type(s) dropdown and select the job types you want to add to the group.

5. When finished, click Save.

Want to learn more?

• See Adaptive Capacity overview: Learn how it works

• See Adaptive Capacity