Optimize the Schedule

Soliven moves jobs to better dates. It never changes who is assigned. Use it when a day is overloaded, when past-due work has piled up, or when a light day could take some of next week.

Open Schedule, click the Soliven button in the corner, and choose Optimize Schedule. The wizard has two steps.

1. 1

   Set Up

   The Window card shows the From and To dates from the calendar view you were on. Change them if you want. Under the dates, one line says how far ahead Soliven may place work; it is two weeks past To, capped at 45 days from From.

   Under What To Fix, pick the option closest to today's problem:

   Option	What Soliven does
   Fix Past-Due and Overloaded Days (default)	Gives past-due and flagged work a new date, and moves jobs off days that are over capacity.
   Fill Light Days With Upcoming Work	Pulls later jobs forward into days with room, earliest day first. Nothing moves earlier than half its service interval.
   Do All of the Above	Everything above, and puts the longest-unvisited sites on the earliest open days.

   More Options holds the four goals as separate switches, plus Include Future Work to Make Room and Include Already-Assigned Work. Assigned jobs are left alone unless you turn that last switch on; even then only the date changes.

   Click Prepare Recommendations.

2. 2

   Review & Apply

   The first line tells you what Soliven found, for example "Soliven found 21 moves on Sep 10–Sep 11. 21 past-due jobs get a new date." Below it, Recommended Moves lists every move grouped by the day it lands on. Each row shows the site, the job number, the risk in words, the date change, the estimated minutes, why it moved, and the last visit. Untick any move you do not want.

   When a move would take one stop off a day that holds the rest of its saved route, the row says so and offers Move the Whole Day Instead.

   Day Load After These Moves shows minutes used against capacity for each affected day and work type. Schedule Preview shows the calendar as it would look after the ticked moves. Could Not Move groups the jobs Soliven left alone by reason; open a group to see the job numbers.

   The line above the button says how many jobs will change date. Click Apply N Moves.

3. 3

   Check the result

   The last screen shows how many jobs moved and to which days. Undo These Moves restores the original dates and stop order. Refresh Recommendations on the review step rebuilds the plan if the schedule changed while you were reading it; Soliven also does that on its own if Apply finds the schedule has moved on.

Verify it worked

On Schedule, the moved jobs sit on their new dates and keep their crew. Each moved job has an audit entry on the job page. If the day still looks wrong, open Dispatch to assign people, or run Optimize Schedule again with a wider window.