Intermediate

Match requests to the right resources

Build a working criteria set — including an enum and a numeric threshold — apply it as capabilities, and verify the match.

Published

Outcome

You build a small, realistic criteria set: one Boolean, one Number with a unit, and one Enum. You apply it as capabilities on stations, and you use it as requirements on a request.

You then check the match in both directions. A correct resource schedules, and a wrong resource is rejected.

Before you begin

Step 1 — Define three criteria

Open Settings → Criteria: “Define reusable criteria that can be used as space capabilities or utilization requirements.” Select Add Criterion and create these three:

  1. Crane — Data Type: Boolean (true/false). A hall has one, or it does not.
  2. Max Load — Data Type: Number (numeric value), with Unit kg. This is a magnitude to compare against.
  3. Power Supply — Data Type: Enum (predefined options), with the options 230V and 400V. This is one value from a fixed list.

For each criterion, make sure that Applies to includes your station type. Then select Create.

Step 2 — Describe your stations truthfully

For each station, go to Stations, open the station, and open Capabilities:

  • Heavy-assembly hall: Crane = true, Max Load = 5000, Power Supply = 400V.
  • Light workshop: Crane = false, Max Load = 500, Power Supply = 230V.

The difference between the two is the point of this guide. Matching only matters when the resources are genuinely different.

Step 3 — Create a demanding request

Go to Requests → New Request:

  • Name: Press installation.
  • Requirements: Crane = true, Max Load ≥ 2000, Power Supply = 400V.
  • Leave the schedule empty. Select Create Request.

Step 4 — Check the match, both ways

  1. On Utilization → Stations, drag Press installation onto the light workshop row. Validation rejects it and names the issue: Required capability missing. The workshop fails all three requirements.
  2. Now drop it on the heavy-assembly hall. It places cleanly and shows Scheduled.
  3. For the automated version, unschedule it. Select Auto-schedule unscheduled requests. Check that the preview proposes the hall only. If no station qualified, the preview reports No compatible resource.

Step 5 — Scale the vocabulary deliberately

Keep as policy what made this work:

  • Add a criterion only when it gates a real placement. Decorative criteria rot.
  • Use Boolean and Enum for qualities. Use Number with a Unit for thresholds.
  • Name each criterion for the shop floor. Conflict messages quote these names back at planners.
  • Put shared capabilities on groups, so that all Cleanrooms are certified at once. Do not put them on each member.

Next steps