Define Work Rule Template Sets 

Use

Work rules determine how the system can schedule an employee when calculating or recalculating a schedule. Managers add work rule values to the system for each employee at his or her location. You use this procedure to define work rule templates that contain default work rule values. Managers apply these templates to employees based on the employee’s default settings group. This makes maintaining work rules faster and more consistent.

 

Prerequisites

You have performed the procedure Define Default Work Rules.

 

Procedure

...

       1.      You access the activity through either:

¡        The SAP IMG by choosing the path SAP IMG ® Customer Relationship Management ® Workforce Deployment ® Retail and Interaction Center Workforce Deployment ® Schedule Settings ® Work Rules ® Define Work Rule Template Sets

¡        The SAP Easy Access menu, by entering the transaction code CRM_WFM_SM.

You see the initial page for the site maintenance tool.

                                                  i.       At Profile Type, display the selections and choose Schedule Rules / Parameters.

                                                ii.       At Sub-Type, display the selections and choose Work Rule Template.

                                               iii.       Choose Search.

                                               iv.       Click Work Rule Template, the topmost node of the tree, with the secondary mouse button and choose Create.

You see the Create New Parameter dialog box.

                                                 v.       Enter a Profile ID, which is the name of the work rule template definition the system displays in the tree view.

                                               vi.       Choose Continue.

       2.      You see the Work Rule Template table where you enter the following information:

Field	Description	Use / Notes
Work Rule Set Template ID	A unique identifier for the work rule template that you entered at the Create New Parameter dialog box.
Short Description	A short description of the work rule template.	The system uses this for any displays or drop down lists.
Default Work Rules ID	A unique identifier for the default work rules definition to associate with this template.	Choose the default work rules from the drop down list based on your definitions from the procedure Define Default Work Rules.
Spec. Age	Choose this field to indicate that the template can and may only be assigned to an entity that is age restricted.	For example, only a template that is defined as Special Age can be assigned to an age restricted default settings group but not to an unrestricted one.
Long Description	A detailed description of the work rule template.

       3.      Save your entries and choose the record you just saved.

       4.      You see the Work Rule Values table.

       5.      Choose New Entries.

       6.      Define the default values for the work rules in the template by completing the following fields in the Work Rule Values table:

Field	Description	Use / Notes
WRule Type	The ID of the work rule you are adding to the template.	A display-only field.
Description	A short description of the work rule.	This field is automatically populated with text.
Default Value	Define a numeric value for the work rule.	If the work rule value is numeric, enter the default value for that work rule, otherwise, leave this field blank.
True?	Defines the value of the field as True or False.	If the work rule value is a true / false value, choose this field to define the default value of this work rule as True. When the field is blank and both the Default Value and Date Value fields are empty, the system assumes the work rule is a true / false value with a default value of False.
Date Value	The default value for this work rule if it is a date.

       7.      Save your entries.

 

Result

You have defined work rule templates that contain default work rule values and can assign them to your location. For more information, see Assign Parameter Settings to Locations.