Managing Capacity Rules

Capacity rules can be created in myKaarma to be able to restrict how many appointments are can be created for particular criteria. Capacity rules are built using if then statements and can be configured directly within the settings tab.

To create a new rule, navigate to Settings » Capacity Rules » + Add Rule. You can give your rule a name and then define the IF/THEN statement.

IF Categories

This category defines the criteria or conditions that must be met in order for the rule to apply. The following categories can be used to create the rule:

• Date - One or more specific dates that an appointment is scheduled on (calendar view)
• Date and Time - One or more specific dates, and time slots that an appointment is scheduled on
• Day - One or more days of the week that an appointment is scheduled on (list view)
• Day and Time - Day(s) of the week, and time(s) of day that an appointment is scheduled on
• Opcodes - Opcodes that have been added to the appointment
• Recall - Recalls/campaigns that have been added to an appointment
• Service Advisor - The service advisor selected for the appointment
• Skill - The skill(s) associated with the selected opcodes/services on the appointment
• Source - The source of appointment creation
  • API - A 3rd party using myKaarma’s API to create appointments (ex. My BMW app)
  • DealerApp - Appointments created in the desktop/web application
  • DMS - Appointments created in the DMS (ex. CDK, Dealertrack, etc.)
  • Mobile - Appointments created in the myKaarma mobile app (including via Mobile Service)
  • ~~Online Scheduler - Appointment created from the customer-facing online scheduler~~
    • Note: This option is functionally similar to Web and will be deprecated.
  • Web - Appointment created from the customer-facing online scheduler
• Teams - The selected user team for the appointment
• Transport Option - The selected transportation option for the appointment
• Vehicle Make - The brand of vehicle for the appointment, this list is pulled from Brands available to schedule under Settings » Appointments » Online Scheduler
• Vehicle Year - The year of the vehicle for the appointment. This is only available if Vehicle Make is defined on the rule.
• Vehicle Model - The model of the vehicle for the appointment. This is only available if Vehicle Year is defined on the rule.

AND

You can add multiple IF categories by clicking the AND button to the right of each line.

THEN Categories

• Total Appointment - Controls the number of appointments that can be scheduled per day, hour, or slot
• Total Service Hours - Controls the total service hours that can be scheduled per day, hour, or slot

PER

These variables are used to define the total appointments or service hours:

• Day - The number of appointments or service hours that can be scheduled in a single day
• Hour - The number of appointments or service hours that can be scheduled in a single hour
• Slot - The number of appointments or service hours that can be scheduled in a single slot

Activate Rule

This toggle switch controls if the rule is active or not.

Operators

• on - Scheduled on the day of…
• in between - Scheduled between two dates…
• on or after - Scheduled on the day of, or after…
• in - Contains the value...
• not in - Does not/can not contain the value...
• in any - Contains any of the following values...
• <= - Less than or equal to...

Common Examples

1. Limit the number of appointments with a Loaner that are assigned to the Main Shop team to 30 per day:
   1. IF Transport Option in Loaner AND Teams in Main Shop THEN Total Appointment <= 30 PER Day
2. Limit the number of all oil change related service hours to 10 hours per day:
   1. IF Skill in Oil Change Bucket: Cars Oil Change Bucket: Trucks THEN Total Service Hours <= 10 PER Day