Overworked for Blueprint Jobs

Definition: Returns people with a True or False value. True means the person is overworked. This base rule gathers the Assignment(s) information, Exceptions (checked Roster records), Job Allocation records for a target person across the period defined (by From and Through) to determine if an Overworked situation (as defined by the Arguments) exists for that person. Available as of application version 7.5.¹

Note:

This is an expensive base rule for performance considerations. This rule can be used as a Filter or Sort in a Job Allocation Pass, or in Fill By rules. If possible, a rule with this base rule should be used last (in a sequence of multiple rules) and if possible used at the List level so that the total group of qualified and available candidates to be evaluated has been reduced through previous rules when used in Fill By Rules. When used in a Job Allocation Pass, the Rule should be used last when grouped with other Filters so that the total group of jobs to be evaluated has been reduced through previous filters.

Return value: Values of type Boolean.

Source: Person Assignments, the Staffing Table (Checked roster records), Job Allocation records; Shift pattern

From: This field is required. It defines the start of the time frame in which to look for scheduled hours or staffing records.

End: This field is required. It defines the end of the time frame in which to look for scheduled hours or staffing records.

Sorting: If this base rule is used for sorting in a List Target; a List; or Job Allocation pass then people with a True return value are preferred (sorted to the top) over other candidates in an ascending sort; otherwise they are pushed to the bottom of the list in a descending sort.

Arguments	Value (*Default)
Mode	CONSECUTIVETIMEOFF- compares the person’s largest block of consecutive time-off hours to the target number of hours in the given time frame. IMPORTANT:* The block of consecutive hours off must be equal to or greater than the Target number of hours.(Default value) Note: A person is considered overworked if the targeted number of consecutive hours off is less than the number entered in Target number of hours. The rule is really to be thought of as a disqualifying rule; and if you want to use in a qualifying way; use Unavailable rule logic or use the equivalent NOT in the qualified area if its important to use in the qualification area.
Target number of hours	<DECIMAL> - the number of hours that determines overworked according to the different Modes. Depending on the Mode selected, this may be a MIN or MAX target.
Consecutive Period	<NOTHING> - sums the total hours in the given period as defined by From and Through values. <DECIMAL> - the hours are summed in the given period as defined by From and Through in rolling consecutive periods of hours defined by this value. Note: Proposed hours are counted.
Type	Defines which work codes will be considered (if not all) when calculating consecutive time off. Options are: Work Code Type: limits by work code type of Non-Working. When selected considers all work-codes of type non-working as ‘time-off’ in the target period. Work Codes:limits by non-working type work code selections. Only the selected work-codes will be considered as ‘time-off’ in the target period. Work Code Group: limits by Group value in non-working work codes. Only the work codes with the matching value will be considered as ‘time-off’ in the target period. Working type work codes associated with a matching Group number do not contribute to consecutive time off. Note: All Work Code Advanced poperties apply. For example, Include In Is Working Check must be applied in order to factor the work code in the overworked calculation.
Items	Secondary limit dependent on Type selection. Options are: Non-Working displays when selecting Work Code Type. Default. Work Codes:displays non-working type work-codes. Type work code name for quick find, or % to show all. Work Code Group:displays Group numbers in non-working work codes. Only the non-working work codes with the matching value will be considered as ‘time-off’ in the target period.