Dynamic rules

Updated 2 months ago by Stephan Hale

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 .

To be able to configure Dynamic rules the Module Forecast needs to be activated for you organisation and you need to have access to Group settings and role access to Forecast

  • From group settings
  • Go to Forecast  → Dynamic rules
  • Click add

Amount

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. eg 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

Shifttypes

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 optimisation this is important to set correctly.

You may add multiple shift types to the rules you are creating.

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