Dynamic rules
Updated 8 months ago
by
Leigh Hutchens
Configuration
Dynamic rules is one option in creating a staffing guide or "optimal staffing" within Quinyx. Dynamic rules can be configured for one or more variables .
- From group settings
- Go to Forecast > Dynamic rules
- Click add
Description of fields
Amount per hour | This value is the value of the connected variable and predicted value for an hour. In our example we will define that each 1000 of the variable Sales for one hour equals 1 shift (2000 equals 2 shifts etc) . Depending on what resolution you have your forecast calculated to optimal staffing for the selected period will be calculated according to this formula. E.g., the value will always be calculated up to a 60 minutes resolution before rules are applied. |
Variable | Choose the variable you want the dynamic rule to calculate on |
Weekdays | Choose what weekdays this rule should apply on. You can select multiple weekdays as well as single ones depending if your rules demands different settings for different days of the week |
Start time | Choose what start time of the day the rule should be applied on. You may have multiple time periods during the same weekday if you need to have different rule per different parts of the day. Default value is full day eg 00:00 - 23:59 |
End time | Connected with the setting above. Choose what end time of the day the rule should be applied on. You may have multiple time periods during the same weekday if you need to have different rule per different parts of the day. Default value is full day eg 00:00 - 23:59 |
Shift types | Choose what shift types you want to associate with the rule. Eg what is the need in regards of shifts connected to the rules. In order to use functionality such as schedule optimization this is important to set correctly. You may add multiple shift types to the rules you are creating. |
Example of calculation
This is an example of how the dynamic rule calculates optimal staffing when the resolution of the uploaded data is on 60,30 or 15 minutes.
Amount per hour defined in the dynamic rule | Number of shifts/persons per hour corresponding to that value |
130 | 2 Ordinary shifts |
230 | 3 Ordinary shifts |
430 | 4 Ordinary shifts |
730 | 5 Ordinary shifts |
830 | 6 Ordinary shifts |
930 | 8 Ordinary shifts |
1130 | 10 Ordinary shifts |
1350 | 12 Ordinary shifts |
60 minute resolution
In this example we only have the input data for the Neo Forecast on 60 minutes (hourly level). Our input data is in this example Gross Sales
Date | Time (From - To) | Forecasted Gross Sales | Sales "cadence" per hour | Optimal headcount for that period (according to table above) |
2019-02-28 | 17:00:00-17:59:59 | 589.32 | 589.32 | 4 Ordinary shifts for the 60 minute period (240 minutes of scheduled time) |
30 minute resolution
In this example we have the input data for the Neo Forecast on 30 minutes resolution. Our input data is in this example still Gross Sales AND it´s the same unit and period as before but with a "better" resolution
Date | Time (From - To) | Forecasted Gross Sales | Sales "cadence" per hour | Optimal headcount for that period (according to table above) |
2019-12-28 | 17:00:00 - 17:29:59 | 290.99 | 581.98 | 4 Ordinary shifts this 30 minute period (120 minutes of scheduled time) |
2019-12-28 | 17:30:00 - 17:59:59 | 298.33 | 596.66 | 4 Ordinary shifts this 30 minute period (120 minutes of scheduled time) |
15 minute resolution
In this example we have the input data for the Neo Forecast on 15 minutes resolution. Our input data is in this example still Gross Sales AND it is the same unit and period as before but with an even "better" resolution.
Date | Time (From - To) | Forecasted Gross Sales | Sales "cadence" per hour | Optimal headcount for that period (according to table above) |
2019-12-28 | 17:00:00 - 17:14:59 | 83.7 | 334.8 | 3 Ordinary shifts this 15 minute period (45 minutes of scheduled time) |
2019-12-28 | 17:15:00 -17:29:59 | 207.29 | 829.16 | 5 Ordinary shifts this 15 minute period (75 minutes of scheduled time) |
2019-12-28 | 17:30:00 - 17:44:59 | 211.16 | 844.64 | 6 Ordinary shifts this 15 minute period (90 minutes of scheduled time) |
2019-12-28 | 17:45:00 -17:59:59 | 87.17 | 348.68 | 3 Ordinary shifts this 15 minute period (45 minutes of scheduled time) |
API's for Dynamic Rules
APIs are also available for dynamic rule configuration:
- GET /dynamic-rules - Lists dynamic rules.
- POST /dynamic-rules - Create s new dynamic rule.
- PUT /dynamic-rules - Updates a dynamic rule.
- DELETE /dynamic-rules/{externalDynamicRuleId} - Deletes a dynamic rule.
More information can be found at these links:
