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.
Outcome
A small, realistic criteria set — one Boolean, one Number with a unit, one Enum — applied as capabilities on spaces and used as requirements on a request, with the match verified both positively (it schedules) and negatively (a wrong resource is rejected).
Before you begin
- A workspace with a site and at least two spaces (Model your facility sets this up).
- The Editor or Admin role.
- Skim How capability matching works — this guide is its practice half.
Step 1 — Define three criteria
Open Settings → Criteria (“Define reusable criteria that can be used as space capabilities or utilization requirements.”). Create, via Add Criterion:
Crane— Data Type: Boolean (true/false). A hall has one or it doesn’t.Max Load— Data Type: Number (numeric value), Unitkg. A magnitude to compare against.Power Supply— Data Type: Enum (predefined options) with options230Vand400V. One of a fixed list.
For each, check Applies to includes spaces, then Create.
Step 2 — Describe your spaces truthfully
For each space (Spaces → Spaces tab → open → Capabilities):
- Heavy-assembly hall:
Crane= true,Max Load= 5000,Power Supply= 400V. - Light workshop:
Crane= false,Max Load= 500,Power Supply= 230V.
The point of this guide is the difference between the two — matching only matters when resources genuinely differ.
Step 3 — Create a demanding request
Under Requests → New Request:
- Name:
Press installation. - Requirements:
Crane= true,Max Load≥ 2000,Power Supply= 400V. - Leave the schedule empty; Create Request.
Step 4 — Verify the match, both ways
- On Utilization → Spaces, drag
Press installationonto the light workshop row. Validation rejects it with named issues — Required capability missing — because the workshop fails all three requirements. - Now drop it on the heavy-assembly hall: it places cleanly and shows Scheduled.
- For the automated version: unschedule it, press Auto-schedule unscheduled requests, and confirm the preview proposes only the hall. A model where no space qualifies would come back as No compatible space.
Step 5 — Scale the vocabulary deliberately
What made this work is worth keeping as policy:
- Add a criterion only when it gates real placements — decoration criteria rot.
- Boolean and Enum for qualities, Number + Unit for thresholds.
- Name for the shop floor: conflict messages will quote these names back at planners.
- Put shared capabilities on groups (all Cleanrooms certified at once) rather than on each member.
Next steps
- Templates can pre-bundle these requirements for recurring work: Speed up intake with request templates.
- When a capability changes under a live schedule, conflicts appear — Find and resolve conflicts shows the loop.