Geopointe

Making Changes to Assignment Plans

After building out an Assignment Plan, is it likely that changes will need to be made to your data after it's been established. Here are the processes that you will want to follow, dependent on the kind of change needed.

If you are unsure about any of these processes, don't hesitate to open a support case and we'll talk you through it.

Business As Usual

It's important to understand how the Assignment Plan runs on a day-to-day basis with the batch job scheduled and running.

The scheduled Assignment Plan batch job searches for records that have a geocode attached but do not have an Assignment. When it finds one, it will evaluate if it exists within the boundaries of a shape attached to an Area. If it does, it will populate the assignment area field and/or record. If it does not, it remains blank. On the Assignment Plans tab in Geopointe Setup, this is referred to as the Delta batch job.

Periodically, a clean-up job will run. If a record is found that no longer meets the criteria of the assignment plan, but still has an assignment attached, that is removed during the clean-up process.

Record Address Changes, Now in New Assignment Area

When this happens, the assignment plan does not know to re-evaluate this record. Why? Because it's searching for blank assignments, so it will be overlooked.

To correct this, you need to force an All job. An All job takes much longer to run than a Delta job (the scheduled job), because it will re-evaluate every record. To run it, go to Geopointe Setup, then to the Assignment Plans tab. On the right side there's a column labelled Batch Assign. Click All next to your assignment plan and wait. You can check progress on the Batch Jobs tab. When it completes the job(s), these records should have moved to their correct area.

Best practice: run this once a month or so, to make sure you catch any changes to your Salesforce data.

Assignment Area Shape(s) Adjusted, Records Moved Inside New Shape

As in the scenario above, the assignment plan does not know to re-evaluate this record.

The correction process is the same, and you need to run an All job. An All job takes much longer to run than a Delta job (the scheduled job), because it will re-evaluate every record. To run it, go to Geopointe Setup, then to the Assignment Plans tab. On the right side there's a column labelled Batch Assign. Click All next to your assignment plan and wait. You can check progress on the Batch Jobs tab. When it completes the job(s), these records should have moved to their correct area.

Unlike the scenario above, this should only be needed when a change to your records is made.

A SOQL Filter Was Added/Changed on the Assignment Plan

This scenario will likely mean big change to the data that does or does not have an assignment. The best practice would be to erase all Assignment Plan content and re-assign. To do so, save the plan with the new SOQL filter intact. Then, click the Deactivate link (found on the left in the Assignment Plans tab). A batch job will run to clean-up and erase all assignments. When that's completed (which you can monitor from Batch Jobs), Reactivate it. It will then assign the records with the SOQL filter in place.

Caution: If you do this and you have the Grandfather Records checkbox checked, this will likely no longer apply. Use this with caution in those scenarios.