First-Time Setup
Chapter 1 — Base Configuration

Customizing your scheduling

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LESSON INFO

Audience

  • Facility admins responsible for scheduling configuration.
  • Operations supervisors configuring where scheduled work should happen.
  • Implementation team members preparing scheduling for go-live.

Prerequisites

  • You can log in to Themis-Trace.
  • You have the permissions needed to create or update:
    • Schedule Item Types & Rules.
    • Work Location Types & Rules.

Skills you’ll build

  • Create and maintain Schedule Item Types used when schedulers create schedule items.
  • Create and maintain Work Locations that appear on the Scheduling timeline.
  • Configure Schedule Item Type Rules to support default time estimates.
  • Configure Work Location Rules to route work to a specific Work Location based on wildcard matching.

LESSON OUTLINE

Concepts

  • Schedule Item Types define categories of work (for example, by transportation mode, direction, required equipment, and product type). They also control color styling used in the Scheduling view.
  • Work Locations are the facility-scoped places where scheduled work is shown. The Scheduling view displays active work locations for the selected facility.
  • Schedule Item Type Rules let you store default duration values (Minutes Per Piece and or Total Minutes) for a schedule item type, optionally scoped by facility and customer.
  • Work Location Rules route work to a work location using wildcard matching (null means “match all”) across customer, product type, transportation mode, and direction.

Downstream dependencies

  • Scheduling → New or Edit Schedule Item:
    • Facility dropdown is limited to active facilities that have work locations.
    • Work Location dropdown uses active work locations for the selected facility.
    • Schedule Item Type dropdown uses active schedule item types.
  • Scheduling timeline display:
    • Foreground and background colors come from the schedule item type.
    • Closed foreground and background colors are used when an item is in END status.

Create a Schedule Item Type

  1. Go to Administration → Scheduling Maintenance → Schedule Item Type.
  2. Select New.
  3. Enter required fields:
    • Name.
  4. (Optional) Set fields that your Scheduling users will rely on:
    • Description.
    • Transportation Mode.
    • Direction.
    • Required Equipment.
    • Product Type.
    • Foreground and background colors.
    • Closed foreground and background colors.
    • Email (one email address).
  5. Select Save & Close.

Create a Work Location

  1. Go to Administration → Facilities Maintenance → Work Locations.
  2. Select New.
  3. Enter required fields:
    • Name.
    • Facility.
  4. (Optional) Set additional fields if they apply to your operation:
    • Description.
    • Bay.
    • Row.
  5. Select Save & Close.

Safe edits

Activate or deactivate

  • Use Activate or Deactivate from the grid for batch updates.
  • From an edit form, use Deactivate or Activate.
  • Deactivation rules to be aware of:
    • Deactivated records are not included in downstream dropdowns where the spec states “active” records are used.

Editing names: treat as a breaking change

  • Rename Work Locations only when you can coordinate the change with Scheduling users, and verify downstream selection lists afterwards.

Optional configurations

Schedule Item Type Rules (default time estimates)

  1. Go to Administration → Scheduling Maintenance → Schedule Item Type Rules.
  2. Select New.
  3. Enter required fields:
    • Name.
    • Schedule Item Type (active schedule item types only).
  4. Optionally scope the rule:
    • Facility (active facilities).
    • Customer (active customers).
  5. Enter one or both:
    • Minutes Per Piece.
    • Total Minutes.

Work Location Rules (routing to a work location)

  1. Go to Administration → Scheduling Maintenance → Work Location Rules.
  2. Select New.
  3. Enter required fields:
    • Name.
    • Facility.
    • Work Location.
  4. Optionally add matching criteria:
    • Bay.
    • Customer.
    • Direction.
    • Product Type.
    • Transportation Mode.

How routing selects the “best” rule (so you can predict outcomes)

  • The system starts from rules that match by treating null as “match all”, then narrows down by removing nulls in this order:
    1. Direction.
    2. Transportation Mode.
    3. Product Type.
    4. Customer.
    5. Work Location.

COMMON ISSUES

    • Likely cause

      • The schedule item type is inactive.

      • The schedule item type was never saved due to a missing required field.

      • The schedule item type name conflicts with an existing name (unique constraint).

    • Checks

      • In Administration → Scheduling Maintenance → Schedule Item Type, confirm the record exists and is Active.

      • If saving fails, check that Name is populated.

      • If saving fails after entering Name, check for a duplicate Name.

    • Fix

      • Activate the record.

    • Likely cause

      • The work location is inactive.

      • The work location is tied to a different facility than the one selected in Scheduling.

      • The user selected a facility that does not have work locations.

    • Checks

      • In Administration → Facilities Maintenance → Work Locations, confirm the work location is Active and uses the intended Facility.

      • In Scheduling, confirm the Facility filter matches the work location’s facility.

    • Fix

      • Activate the work location.

      • Create a work location for the correct facility, if needed.

    • Likely cause

      • A required field is missing.

      • A uniqueness constraint is violated.

      • A field value exceeds its maximum length.

    • Checks

      • For Schedule Item Types: Name is required and unique.

      • For Work Locations: Name and Facility are required. Work Location + Facility must be unique.

    • Fix

      • Fill required fields.

      • Shorten values to fit limits.

      • Change the Name to a unique value.

    • Likely cause

      • Server-side delete protection: there are entities referencing the record.

    • Checks

      • Confirm whether the item is referenced elsewhere (for example, schedule items referencing a schedule item type, or rules referencing a work location).

    • Fix

      • Deactivate instead of deleting.

      • If deletion is required, remove references first, then retry.

    • Likely cause

      • Work Location Rules are too broad (too many nulls) and a more specific rule is winning.

    • Checks

      • Review rules for the facility.

      • Compare the schedule context (customer, product type, transportation mode, direction) to the rule matching fields.

      • Use the narrowing order defined in the spec to determine which rule should win.

    • Fix

      • Add or edit a rule to be more specific, using the fields that narrow earlier (Direction, then Transportation Mode, then Product Type, then Customer).