OPTIMIZING RESOURCE ASSIGNMENT

• US 20140122143A1
• Filed: 10/30/2012
• Published: 05/01/2014
• Est. Priority Date: 10/30/2012
• Status: Abandoned Application

• Current Assignee: Trimble Inc.
• Original Assignee: Trimble Navigation Limited (Trimble Inc.)
• Inventors: Fletcher, Brian, Laithwaite, Robert Noel William, Selensky, Evgeny, Sexton, Paul
• Application Number:
  US13/664,338
• Publication Number:
  US 20140122143A1
• Time in Patent Office: Days
• US Class Current: 705/7.14
• CPC Class Codes: G06Q 10/0631 Resource planning, allocation, distributing or scheduling for enterprises or organisations
• CPC Class Codes: G06Q 10/063112 Skill-based matching of a person or a group to a task

Abstract

A system is described that has a first engine configured to determine an assignment of a resource to a task. The assignment is based on a schedule representation comprising at least resource profile data and task profile data. The resource profile data represents a resource profile associated with the resource and the task profile data represents a task profile associated with the task. The system also has a data store configured to store a set of rules, the set of rules comprising data indicative of one or more functions to be applied to one or more input data sources to output at least one variable value for the schedule representation. This then allows a second engine coupled to the data store to be configured to update the schedule representation in accordance with the set of rules.

Claims

1. A system comprising:

a first engine configured to determine an assignment of a resource to a task, the assignment being based on a schedule representation comprising at least resource profile data and task profile data, the resource profile data representing a resource profile associated with the resource and the task profile data representing a task profile associated with the task;

a data store configured to store a set of rules, the set of rules comprising data indicative of one or more functions to be applied to one or more input data sources to output at least one variable value for the schedule representation; and

a second engine coupled to the data store and configured to update the schedule representation in accordance with the set of rules.

2. The system according to claim 1, wherein the second engine is arranged to monitor a plurality of assignments determined by a first engine and to store said plurality of assignments as historic assignment data in an assignment data store.

3. The system according to claim 2, wherein the task profile data comprises task location data indicating a geographical location where the task is to be performed and the second engine is configured to process historic assignment data from the assignment data store to update one or more variable values within the resource profile data using at least the task location data indicated by the historic assignment data as an input data source for the set of rules.

4. The system according to claim 3, wherein the one or more variable values comprise preferred working area data defining a preferred working area for a resource.

5. The system according to claim 3, wherein task location data associated with an assignment is confirmed using an electronic positioning device.

6. The system according to claim 2, wherein:

the task profile data indicates one or more associated task properties;

the historic assignment data comprises data indicative of one or more task properties for the task in an assignment;

the resource profile data comprises at least a first set of one or more variables defining experience for the resource;

the first set of one or more variables is associated with at least one task property; and

the second engine is configured to process one or more task properties indicated in the historic assignment data to update the first set of one or more variables.

7. The system according to claim 6, wherein the set of rules comprises a rule to instruct the second engine to update the first set of one or more variables for a first task property based on historic assignment data indicating one or more tasks having a second task property and data defining a relationship between the first task property and the second task property.

8. The system according to claim 7, wherein the set of rules comprises a rule to instruct the second engine to update the first set of one or more variables based on data defining a hierarchical skill level structure.

9. The system according to claim 8, wherein the resource profile data indicates one or more preferences of the resource, preference data associated with said one or more preferences being updated by the second engine based on at least the historic assignment data in accordance with one or more rules in the set of rules, the one or more rules determining preference data values as a function of the first set of one or more variables.

10. The system according to claim 1, wherein the second engine is configured to process each assignment determined by the first engine to set an assignment state in accordance with one or more rules retrieved from the data store, an assignment state being one of active or inactive, wherein assignments with an active state are used to update a preferred working area data for the resource.

11. The system according to claim 10, wherein the set of rules comprises a rule to instruct the second engine to set an assignment state based on geographic clustering.

12. The system according to claim 1, wherein an assignment determined by the first engine is used to perform at least one of the following operations selected from the list consisting of:

generate a schedule of tasks to be performed for a resource;

optimize one or more existing schedules of tasks; and

advise a user on a modification to one or more existing schedules of tasks.

13. The system according to claim 1, wherein the set of rules is configurable by a user through a configuration interface.

14. The system according to claim 1, wherein the first engine is arranged to:

select an unassigned task;

retrieve task profile data for the selected unassigned task; and

heuristically determine an assignment of a resource to the selected unassigned task based on a comparison of resource profile data for the resource with the task profile data for the selected unassigned task, the resource being selected from a plurality of candidate resources based on a score resulting from the comparison.

15. The system according to claim 1, wherein one of said one or more input data sources comprises a travel event history for a resource and the resource profile data indicates a travel safety profile for the resource, the travel safety profile being determined from the travel event history by the second engine in accordance with at least one rule in the set of rules.

16. The system according to claim 15, wherein the task profile data comprises task location data indicating a geographical location associated with a task, the task location data having an associated location safety profile for the location, the first engine being configured to heuristically determine an assignment of the resource to the task based on a match between the travel safety profile and the location safety profile.

17. The system according to claim 1, comprising:

a graphical user interface for presenting an assignment generated by the first engine to a user, the graphical user interface comprising one or more controls to enable the user to set a closure status for the assignment,

wherein a record of the closure status for a plurality of assignments comprise one of said one or more data sources.

18. A method of updating resource data, the method comprising:

accessing, with a computer system, a set of rules from a data store, the set of rules comprising data indicative of one or more functions to be applied to one or more input data sources to output at least one variable value for a schedule representation comprising at least resource profile data representing a resource profile associated with a resource and task profile data representing a task profile associated with the task;

processing, with the computer system, the one or more input data sources to update the schedule representation in accordance with the set of rules; and

determining, with the computer system, an assignment of the resource to a task, the assignment being based on the schedule representation.

19. The method according to claim 18, comprising:

processing, with the computer system, the assignment and storing, with the computer system, said assignment as historic assignment data in an assignment data store, the assignment data store comprising one of said one or more input data sources.

20. The method according to claim 19, wherein:

the task profile data comprises task location data indicating a geographic location where the task is to be performed; and

processing the one or more input data sources comprises;

processing the historic assignment data to update one or more variable values within the resource profile data for a resource using at least the task location data indicated by the historic assignment data.

21. The method according to claim 20, wherein the one or more variable values comprise preferred working area data defining a preferred working area for a resource.

22. The method according to claim 20, comprising:

confirming task location data associated with an assignment using an electronic positioning device.

23. The method according to claim 22, wherein the set of rules comprises a rule to set an assignment state based on geographic clustering.

24. The method according to claim 19, wherein processing the assignment and storing said assignment as historic assignment data comprises:

assigning an assignment state, an assignment state being one of active or inactive,

wherein assignments with an active state are used to update a preferred working area data for the resource.

25. The method according to claim 19, wherein:

the task profile data indicates one or more associated task properties;

the historic assignment data comprises data indicative of one or more task properties for the task in an assignment;

the resource profile data comprises at least a first set of one or more variables defining an experience level for the resource;

the first set of one or more variables is associated with at least one task property; and

processing the assignment data comprises;

processing one or more task properties indicated in the historic assignment data to update the first set of one or more variables.

26. The method according to claim 25, wherein the set of rules comprises a rule to instruct the update of the first set of one or more variables for a first task property based on historic assignment data indicating one or more tasks having a second task property and a data defining a relationship between the first task property and the second task property.

27. The method according to claim 26, wherein the set of rules comprises a rule to instruct the update of the first set of one or more variables based on data defining a hierarchical skill level structure.

28. The method according to claim 26, wherein the resource profile data indicates one or more preferences of the resource and processing the assignment data comprises:

updating preference data associated with said one or more preferences based on at least the historic assignment data in accordance with one or more rules in the set of rules, the one or more rules determining preference data values as a function of the first set of one or more variables.

29. The method according to claim 18, further comprising:

generating a schedule of tasks to be performed for a resource based on the determined assignment of the resource to the task.

30. The method according to claim 18, further comprising:

optimizing one or more existing schedules of tasks based on the determined assignment of the resource to the task.

31. The method according to claim 18, further comprising:

advising a user of a modification to one or more existing schedules of tasks based on the determined assignment of the resource to the task.

32. The method according to claim 18, comprising:

configuring the set of rules using a configuration interface.

33. The method according to claim 18, wherein determining one or more assignments comprises:

selecting an unassigned task;

retrieving task profile data for the selected unassigned task; and

determining an assignment of a resource to the selected unassigned task based on a comparison of resource profile data for the resource with the task profile data for the selected unassigned task, the resource being selected from a plurality of candidate resources based on a score resulting from the comparison.

34. The method according to claim 18, wherein one of said one or more data sources comprises a travel event history for a resource, the resource profile data indicates a travel safety profile for the resource and processing the assignment data comprises:

determining the travel safety profile from the travel event history in accordance with at least one rule in the set of rules.

35. The method according to claim 34, wherein the task profile data comprises task location data indicating a geographical location associated with a task, the task location data having an associated location safety profile for the location, and determining one or more assignments comprises:

determining one or more assignments of the at least one resource to the task based on a match between the travel safety profile and the location safety profile.

36. A computer program product comprising a non-transitory computer-readable storage medium having computer-readable instructions stored thereon, the computer readable instructions being executable by a computerized device to cause the computerized device to perform a method of updating resource data, the method comprising:

accessing a set of rules from a data store, the set of rules comprising data indicative of one or more functions to be applied to one or more input data sources to output at least one variable value for a schedule representation comprising at least resource profile data representing a resource profile associated with a resource and task profile data representing a task profile associated with the task;

processing the one or more input data sources to update the schedule representation in accordance with the set of rules; and

determining an assignment of the resource to a task, the assignment being based on the schedule representation.