Personnel

The Personnel section of the AI Scheduler is the area where all personnel relating to the Schedule are stored and maintained.

Personnel represent any human resource that needs to be scheduled or is required to perform an Operation or Task.

To access the Personnel Configuration area, you will need to select the Configurations menu in the header, select the configuration template that you wish to edit and then click on the Personnel menu on the left.

Select the Personnel menu item on the left and if no personnel exist, you can choose to create your first personnel instance.

If Personnel have already been loaded, you will see a list of Personnel. You can also search and filter on Personnel name and code.

Personnel Classes

Personnel Classes are groupings of Personnel that can be linked to Operations. The Personnel Class is the specification of a Resource that is listed in the Bill of Personnel to create a product or perform a function.

If you have multiple instances of a particular type of Personnel, each Personnel instance can be part of the same class. When Scheduling, the software will be able to utilise any instance of that Personnel Class to fulfil the Operation.

For example a manufacturing facility may have a range of Operators with different skills and qualifications. A senior Operator may all be able to operate a particular type of machine, therefore you could group each Operator with that qualification "Senior Operator" Class and the Optimiser and Scheduling system will utilise the most appropriate instance of that personnel class to fulfil an Order.

To create and update Personnel Classes, click on the Manage Classes icon and Add, Update or Delete:

To Create a new Person click the + button and enter the Name and Description:

Once a Person has been created you can then apply a Class to the person. Personnel can belong to as many classes as required.

For example a Person may be a generic resource that is used by a number of different operations with different characteristics, therefore they may have a generic class "Operator" where they can be used for any Operator function, or a specific class "Cleaning Equipment Operator" where an Operation specifically needs a person with the class Cleaning Equipment Operator.

You can also apply Availability Templates to a person to give to assign them to a Shift:

When applying an Availability to a Person, you need to provide a date range for that shift. A resource can have different shifts at different times, requiring the need to "calendarise" the Availabilities over time.

This may be a rotating shift roster where a person starts on Day Shift, then moves to Afternoon Shift and Night Shift. The start dates and end dates of each Availability assignment are entered manually or integrated from a source system such as a HR or Rostering system.

Equipment will also likely have Planned Maintenance or Downtimes associated that need to be created to ensure the system does not Schedule Production on that resource while it is out of action. To add a Downtime or Planned Maintenance Event, add a date and time for the outage period: