Scheduling & Workload Management

The Scheduling & Workload Management submodule handles resource allocation, team scheduling, workload distribution, and capacity management within the admin projects system.

🎯 Overview

This submodule manages the complex scheduling and workload distribution across teams, handles resource allocation for projects, and provides comprehensive analytics for capacity planning and performance optimization.

🔧 Service Methods

Core Scheduling Operations

getSchedules()

Retrieves comprehensive scheduling information with filtering, pagination, and team-based views.

Key Features:

• Team-based schedule filtering and organization
• Project timeline and milestone integration
• Resource availability and capacity tracking
• Role-based schedule access and visibility

getSchedulesAnalytics()

Provides detailed analytics for scheduling performance, workload distribution, and team efficiency.

Key Features:

• Workload distribution analytics across teams
• Performance metrics and efficiency tracking
• Capacity utilization and resource optimization
• Trend analysis and forecasting capabilities

getAccountsOrSubscriptions()

Retrieves account and subscription information for scheduling context and assignment coordination.

Key Features:

• Account-based workload organization
• Subscription timeline integration
• Client priority and assignment criteria
• Resource requirement assessment

Workload Management

reassignUserWorkload()

Handles comprehensive workload reassignment between team members with validation and coordination.

Key Features:

• Automated workload transfer between users
• Task reassignment with priority preservation
• Team capacity validation and balancing
• Activity logging and audit trail maintenance

getSchedulesAnalytic()

Provides detailed scheduling analytics for performance optimization and capacity planning.

Key Features:

• Individual and team performance analytics
• Schedule efficiency and utilization metrics
• Bottleneck identification and resolution
• Resource optimization recommendations

getWorkloadQueue()

Retrieves and manages the workload queue for efficient task distribution and prioritization.

Key Features:

• Priority-based task queue management
• Team capacity and availability integration
• Automatic load balancing and distribution
• Queue analytics and performance tracking

Custom Assignment Operations

customOrderAssignWorkload()

Handles custom order assignment with specific criteria and team coordination.

Key Features:

• Custom assignment rules and criteria
• Team specialization and skill matching
• Priority-based assignment algorithms
• Integration with project requirements

queueReassignWorkload()

Manages queued workload reassignment operations for batch processing and coordination.

Key Features:

• Batch workload reassignment processing
• Queue-based assignment coordination
• Performance optimization for large operations
• Error handling and recovery mechanisms

customAssignAccountWorkload()

Handles account-specific workload assignment with relationship and history consideration.

Key Features:

• Account relationship preservation
• Historical assignment pattern analysis
• Client preference and requirement integration
• Team continuity and expertise matching

multiCustomAssignWorkload()

Manages multiple custom workload assignments simultaneously with coordination and validation.

Key Features:

• Bulk assignment operations with validation
• Cross-team coordination and communication
• Resource conflict resolution
• Performance optimization for large datasets

Temporary Workload Management

getTemporaryWorkload()

Retrieves temporary workload assignments and short-term scheduling information.

Key Features:

• Temporary assignment tracking and management
• Short-term capacity planning
• Emergency assignment coordination
• Temporary resource allocation

deleteTemporaryWorkload()

Removes temporary workload assignments with proper cleanup and coordination.

Key Features:

• Individual temporary assignment removal
• Resource reallocation and cleanup
• Activity logging and audit trails
• Team notification and coordination

deleteBulkTemporaryWorkload()

Handles bulk removal of temporary workload assignments with batch processing.

Key Features:

• Batch temporary assignment cleanup
• Performance optimization for large operations
• Comprehensive audit logging
• Resource reallocation coordination

Banner and Notification Management

getSchedulesBanner()

Retrieves scheduling-related banner notifications and important updates.

Key Features:

• Schedule-related announcements and updates
• Team notification and communication
• Priority alert and warning systems
• Integration with notification system

dismissSchedulesBanner()

Handles dismissal of scheduling banner notifications with user tracking.

Key Features:

• Banner dismissal with user tracking
• Notification state management
• User preference integration
• Activity logging for audit purposes

🔐 Authorization Framework

Role Requirements

All scheduling operations require appropriate PROJECT_ROLES permissions:

• Admin: Full scheduling and workload management access
• Team Lead: Team-specific scheduling coordination
• Account Manager: Account-based scheduling oversight
• Scheduler: Dedicated scheduling and resource management access

Permission Validation

• Schedule Access: Validates user access to scheduling information
• Workload Management: Ensures proper permissions for workload operations
• Team Coordination: Role-based team assignment and management
• Resource Allocation: Validates resource assignment authority

🏗️ Technical Architecture

Database Collections

• _projects-tasks: Task assignment and workload tracking
• _users: Team member information and capacity data
• _accounts: Account relationship and assignment history
• _store.orders: Project timeline and resource requirements
• _activity: Comprehensive scheduling audit trails

Scheduling Algorithms

• Load Balancing: Automatic workload distribution across team members
• Skill Matching: Assignment based on team member expertise
• Priority Handling: Priority-based task assignment and queue management
• Capacity Planning: Resource availability and utilization optimization

Workflow Integration

• Activity Logging: Comprehensive audit trails for all scheduling operations
• Socket Integration: Real-time scheduling updates and notifications
• Queue Management: Efficient task queue processing and distribution
• Analytics Integration: Performance metrics and optimization analytics

📊 Scheduling Analytics

Performance Metrics

• Team Utilization: Individual and team capacity utilization rates
• Assignment Efficiency: Speed and accuracy of assignment processes
• Workload Balance: Distribution equality across team members
• Completion Rates: Task completion and milestone achievement tracking

Capacity Planning

• Resource Forecasting: Future capacity needs and resource planning
• Bottleneck Analysis: Identification of scheduling constraints and limitations
• Optimization Opportunities: Resource allocation improvement recommendations
• Trend Analysis: Historical performance and capacity trend analysis

🔄 Integration Points

External Systems

• Calendar Systems: Integration with external calendar and scheduling systems
• Project Management: Integration with project management tools and platforms
• Communication Systems: Team coordination and notification delivery
• Analytics Platforms: Performance metrics and reporting integration

Internal Services

• User Management: Team member information and availability
• Project System: Project timeline and resource requirement integration
• Activity System: Comprehensive audit trail and logging
• Notification System: Real-time updates and communication delivery

📈 Business Logic

Scheduling Workflow

graph TD
    A[Scheduling Request] --> B[Resource Assessment]
    B --> C[Team Availability Check]
    C --> D[Assignment Algorithm]
    D --> E{Conflicts Detected?}
    E -->|Yes| F[Conflict Resolution]
    E -->|No| G[Assignment Confirmation]
    F --> D
    G --> H[Notification & Updates]

Workload Management

• Automatic Distribution: AI-powered workload distribution based on capacity and skills
• Priority Handling: Priority-based assignment with escalation rules
• Load Balancing: Real-time load balancing across team members
• Performance Optimization: Continuous optimization based on performance metrics

🛡️ Security Features

Data Protection

• Access Control: Granular role-based access to scheduling information
• Audit Logging: Comprehensive logging of all scheduling operations
• Data Validation: Input validation and business rule enforcement
• Privacy Protection: Secure handling of team member and client information

Authorization Checks

• Schedule Access: Validates user access to scheduling information
• Assignment Authority: Ensures proper permissions for workload assignments
• Team Management: Role-based team coordination and management
• Resource Control: Validates resource allocation and assignment permissions

📝 Usage Examples

Retrieving Team Schedules

const schedules = await getSchedules({
  teamId: 'team_123',
  dateRange: { start: '2024-01-01', end: '2024-01-31' },
  dashclicks: userRoles,
});

Reassigning Workload

await reassignUserWorkload({
  fromUserId: 'user_456',
  toUserId: 'user_789',
  taskIds: ['task_1', 'task_2'],
  dashclicks: userRoles,
});

Custom Account Assignment

await customAssignAccountWorkload({
  accountId: 'acc_123',
  assigneeId: 'user_456',
  workloadType: 'project_management',
  dashclicks: userRoles,
});

Scheduling Analytics

const analytics = await getSchedulesAnalytics({
  teamId: 'team_123',
  period: 'monthly',
  metrics: ['utilization', 'efficiency', 'completion_rate'],
  dashclicks: userRoles,
});

⚠️ Important Notes

• Complex Operations: Scheduling operations involve complex algorithms and coordination
• Performance Impact: Large scheduling operations may require batch processing
• Role Dependencies: Operations require appropriate PROJECT_ROLES permissions
• Resource Conflicts: Scheduling system includes comprehensive conflict resolution
• Audit Requirements: All scheduling operations generate detailed audit trails
• Real-time Updates: Scheduling changes trigger real-time notifications and updates
• Integration Dependencies: Relies on multiple system components for comprehensive functionality
• Capacity Management: Continuous monitoring of team capacity and resource utilization