AUHC Custom Setting: Enable_Exception_Check

Context:

As a scheduler, I want to be able to easily view all jobs that have a scheduling exception so that I can take the appropriate action.

A new custom setting called "Exception Check Duration" will be created. This defaults to 14. It will dictate the number of days from the start of the current timesheet period that the batch will check the scheduled jobs within this period.

For example, if the current timesheet period starts on 02/02/2022 and the setting is 14, it will check all jobs scheduled from 02/02/2022 to 16/02/2022.

This setting will be used for all the Exception checks:

1. View exception on job allocation and shift.
2. Create new fields on the Job:
   • 'Exception': Check Box, default false.
   • 'Exception Reason': Picklist.
3. Create a custom field on Job Allocation called 'Overlapping' (check box).

Exceptions on Job Tags

• A batch job will run every night to identify when a Job is in a Pending Dispatch / Dispatched / Ready Status to find Jobs where the Job Tags are not covered by the corresponding Resource Tags. Each Resource's Tags must have the corresponding Job Tags.
• For those jobs missing tags, mark the Exception field as true and set the Exception Reason to 'Resource Missing Tags'.
• For Jobs that had an exception and are now covered by tags, set the Exception field to false and clear the Exception Reason.

Exceptions on Job Allocations

• Job Allocations overlap with one another, conflict with an Activity, Conflict with a approved Unavailability , Conflict with a Resource Shift
• For those Job Allocation with Overlapping, set the Overlapping checkbox to true on the Job Allocation and the on Parent Job set the Exception field as true and Exception Reason with ‘Conflicting Availability’
• For Job allocations that no longer have a conflict set the Overlapping checkbox to false on the Job Allocation and the on Parent set the Exception field as false and clear the Exception Reason

Exceptions on Shifts

• A batch job to run every night to identify when a Shift
• Resource Shift with one another, conflict with an Activity, Conflict with a approved Unavailability, Conflict with Job Allocation (not deleted or declined)
• For those Resource Shifts with Overlapping, set the Overlapping checkbox to true on the Job Allocation and the on Parent Shift set the Exception field as true and Exception Reason with ‘Conflicting Availability’
• For Resource Shifts that no longer have a conflict set the Overlapping checkbox to false on the Resource Shift and the on Parent set the Exception field as false and clear the Exception Reason

The setting 'Enable_Exception_Check' is used to enable these features. Here's how it works:

• The batch has been added to Healthcare Daily Scheduler. Therefore, with the org having the Healthcare Daily Scheduler running, we just need to make sure the custom setting 'Enable_Exception_Check' value is true, and no need for any manual setup. With the org not having the Healthcare Daily Scheduler running, they have to run the code: skedhealthcare.skedHCJobManager.instance.register('Healthcare Daily Scheduler', System.today()); to set up manually.
• If the customer deletes the Healthcare Daily Scheduler and wants to add it again, they need to run the code above manually.

How to access the setting:

1. Go to "Setup"

2. In the search box, input "Custom Settings"

3. Find the "Skedulo Configs" setting

4. Find the "Enable_Exception_Check" setting

Description:

Enable daily exception check batch

Value: