Job allocation process

Introduction

Job Allocation System is a rules-based system to efficiently allocate in-bound job requests across a franchise network. The system successfully automates the vast majority of inbound job requests, speeding the allocation of jobs to franchises while reducing the effort required to do so. Exceptional cases require manual management and intervention.

This chapter describes:

  • How the Job Allocation System works

  • How the Job Allocation System can be configured (or, reconfigured)

To learn how to provide on-going management of and intervention in exceptional cases, See Managing Job Allocation.

How it works

The function of the Job Allocation System is to translate the Job Address to a Territory Location.

The Job Allocation System then uses a defined set of rules to identify a list of Job Potentials—sorted according to defined criteria—to determine the order in which the job will be offered to franchisees.

Job offers are then made to franchisees. Using the configured rule set in conjunction with the responses of franchisees, allocation to a franchisee is then made.

Manual monitoring is required to deal with the exceptional cases that fail to enter job allocation or fail to allocate to a particular franchisee. For information about manual oversight of job allocation, See Managing Job Allocation.

Step-by-step

The Job Allocation System operates on a Job and one or more Job Offers. Each step in the process is identified by whether it affects the Job or the Job Offer(s).

Key steps in this process are described below with respect to

  • the configuration settings that control how the Job Allocation System functions
  • the output produced by the Job Allocation System

Each Master Franchise Profile Account can have its own configuration settings. This is controlled by the Master Franchise Profile Account’s Configuration Set record.

Read each of the topics below to understand how the Job Allocation System functions.