10.2.5.2. Creating a guided rule to balance employee shift numbers


The BalanceEmployeesShiftNumber guided rule creates a soft constraint that ensures shifts are assigned to employees in a way that is balanced as evenly as possible. It does this by creating a score penalty that increases when shift distribution is less even. The score formula, implemented by the rule, incentivizes the Solver to distribute shifts in a more balanced way.

BalanceEmployeesShiftNumber Guided Rule

Procedure

  1. In Business Central, go to Menu Design Projects and click the project name.
  2. Click Add Asset Guided Rule.
  3. Enter BalanceEmployeesShiftNumber as the Guided Rule name and select the employeerostering.employeerostering Package.
  4. Click Ok to create the rule asset.
  5. Add a WHEN condition by clicking the 5686 in the WHEN field.
  6. Select Employee in the Add a condition to the rule window. Click +Ok.
  7. Click the Employee condition to modify the constraints and add the variable name $employee.
  8. Add the WHEN condition From Accumulate.

    1. Above the From Accumulate condition, click click to add pattern and select Number as the fact type from the drop-down list.
    2. Add the variable name $shiftCount to the Number condition.
    3. Below the From Accumulate condition, click click to add pattern and select the ShiftAssignment fact type from the drop-down list.
    4. Add the variable name $shiftAssignment to the ShiftAssignment fact type.
    5. Click the ShiftAssignment condition again and from the Add a restriction on a field drop-down list, select employee.
    6. Select equal to from the drop-down list next to the employee constraint.
    7. Click the edit icon next to the drop-down button to add a variable, and click Bound variable in the Field value window.
    8. Select $employee from the drop-down list.
    9. In the Function box type count($shiftAssignment).
  9. Add the THEN condition by clicking the 5686 in the THEN field.
  10. Select Modify Soft Score in the Add a new action window. Click +Ok.

    1. Type the following expression into the box: -($shiftCount.intValue()*$shiftCount.intValue())
  11. Click Validate in the upper-right corner to check all rule conditions are valid. If the rule validation fails, address any problems described in the error message, review all components in the rule, and try again to validate the rule until the rule passes.
  12. Click Save to save the rule.

For more information about creating guided rules, see Designing a decision service using guided rules.

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