Work allocation based staff availability hours and task estimated hours

[babuam]

I have written the case in detail below message

[OllieClarke]

Hi @babuam 

As you can see in my screenshot output, task id 113 (row 10) has an office of Japan, but is assigned to a staff member with a priority 1 office of Singapore, as there wasn't capacity in Japan for that task. 

If you want to email people their assigned tasks then you will need to use the reporting tools to build the email saying which tasks they've been assigned, You'll also need the emails of the staff as a field in your data; Then you can use the email tool to send to the email field the report you've made.

There's more info on the reporting and Email tools available here:

https://help.alteryx.com/current/en/designer/tools/reporting.html
https://help.alteryx.com/current/en/designer/tools/reporting/email-tool.html
https://community.alteryx.com/t5/Tool-Mastery/Tool-Mastery-Email/ta-p/32129

Ollie

[babuam]

Hi @OllieClarke @Thanks a lot 

[OllieClarke]

@babuam 

No worries. If you’re happy with it, would you mind marking my reply as a solution so others who have the same question can more easily find it. 
thanks

[babuam]

@OllieClarke There is slight changes in the logic. 

The work needs to be assigned based on staff availability hours, with tasks for Japan and Singapore being allocated to their respective offices only. Tasks should also be assigned by Skill matrix (added Skill matrix tab in raw data workbook). For example, there are three categories of tasks—A, B, and C—where one staff member can handle only categories A and B, while another staff member can handle categories B and C and work to be assigned in FIFO.

Could you please assist on this

[babuam]

@OllieClarke Any update on the above 

[OllieClarke]

Hi @babuam I think we're straying into the territory of me doing your work for you here...
In the macro I gave you, container41 is where the assigning of people to tasks is done; so if you want to keep people within their offices and skills matrix, then you should adjust the logic in that container. Depending on what you do to it, the other containers shouldn't need to be changed.

Hopefully the documentation I did in the macro is enough for you to understand what each tool is doing and then make edits. 
I'd recommend building out the logic on a simple subset of your data which includes the scenarios you could face rather than pushing all the data through during the building stage.

Ollie

[babuam]

@OllieClarke Thank you so much

[babuam]

@OllieClarke 

When I add a logic skill matrix, based on skill and staff availability hours, tasks need to be assigned. For example, Staff 1 has 10 hours of availability and is capable of handling Category A and B tasks. Staff 1 is located in the Singapore office, and there are 5 hours of tasks assigned to them in Singapore. However, there are no tasks remaining in Singapore, but Staff 1 still has 5 hours of availability. There are Category A and B tasks in the Japan office, but the macro does not assign those tasks to Staff 1.”

 i add the filter after filter priority 1 office in container 41 

if (Category = A AND Category A=“yes”) or ( Category=B AND Category = “yes”) OR ( Category =C AND Category =“yes”) then 1 else 0 endif

Please advice me 

[OllieClarke]

@babuam 

In the data you shared above, Staff1 has 8 hours of availability and gets and can handle Category A and C tasks, and so gets given task 103 which takes 7 hours leaving 1 hour left which isn't enough to complete any of the other tasks

[babuam]

@OllieClarke I agree your comments. I have uploaded the raw data. Added column "Category" task table
and added columns Category = A , Category=B, Category =C in the staff table.

We have added the below formula in filter tool in container 41 after the filter tool( use the priority office)

if(Category = A AND Category A=“yes”) or
( Category=B AND Category = “yes”) OR ( Category =C AND Category =“yes”)
then 1 else 0 endif

the challenge was macro not assigning the Singapore task to Japan staff  if there is no task to pick Japan staff. vice versa. Macro mapping with category and priority 1 office only and not picking Priority 2 office task if there is work in Priority 1 Office.

Please advise me.