Dynamic Scheduling (Optimise) - Release 9.38 On-Premises

Release Date: February 2026

We have been enhancing Dynamic Scheduling On-Premises since the last release, adding new features and addressing known issues to improve quality.

Some features may require additional setup by Totalmobile. If needed, reach out to your Account Manager for access details.

These Release Notes cover the following:

What's New

  • Automatic Appointment Booker Frequency

    Enhancements have been made to the Optimise Admin > Select World > Background Job Settings > Automatic Appointment Booking by allowing adjustment of the frequency setting.

    This improvement allows the job to run more often than the once a day default, ensuring there is sufficient time to notify customers of planned visits for jobs with a due date of 24+ hours.

  • Restrict Appointments Being Rescheduled Outside of the Due Date

    New configuration options have been added to Dynamic Scheduling (Optimise) to give users greater control over appointment rescheduling relative to their due dates.

    Two new settings are now available under Optimise Admin > Select World > Optimise Appointment Booker Slot Selection Settings:

    • Enable selection of slots before the due date

    • Enable selection of slots after the due date

  • Select Multiple Jobs to Schedule to a Single Resource

    A new feature has been added to Web Admin > Optimise Schedule > Select World > Jobs Pile. This enhances productivity by allowing users to multi-select jobs and assign them to a single resource in one streamlined action.

  • Allocate Jobs to a Resource in the Dynamic Scheduling (Optimise) Map View

    A new feature has been added to Web Admin > Optimise Schedule > Map View. This allows users to assign jobs to resources via the interactive map, offering a more visual and intuitive scheduling experience.

  • Schedule Overlapping Visits

    A new permission has been created to allow users to schedule overlapping visits, and can be assigned at the World level. To maintain compatibility, users with scheduling permissions will receive this by default after upgrade. Removing the permission will prevent users from being able to schedule overlapping visits.

  • Edit Resource Locations by Pin Drag & Drop

    The map view in Dynamic Scheduling (Optimise) now supports editing resource locations by dragging and dropping pins. Enable edit mode to reposition a resource or assign an alternative location directly on the map. To use this feature, activate the map setting under Optimise Schedule in Optimise Admin.

  • Drag & Drop Jobs in Planner View

    A new permission has been created to allow users to drag and drop jobs in the Dynamic Scheduling (Optimise) Planner View, and it can be assigned at the World level. To maintain compatibility, users with scheduling permissions will receive this by default after upgrade. Removing the permission will prevent users from being able to drag and drop jobs in the Planner View.

  • Colour Coded Job Cards

    Priority settings in Dynamic Scheduling (Optimise) now support colour-coding job cards to allow you to highlight any high priority jobs which have not been dispatched. If visit status colours are also set, they will override the priority colour once a visit is dispatched.

  • Allocate Jobs to Prohibited Carers

    A new permission has been created to allow Dynamic Scheduling (Optimise) users to allocate jobs to prohibited carers. The permission can be assigned to a user at a World level. On upgrade, all users with scheduling permissions will be assigned the permission to maintain backward compatibility. Removing the permission will prevent users from being able to allocate jobs to prohibited carers.

  • Resource Last Activity Status

    There is a Resource Last Activity status which is displayed under all resources in the Dynamic Scheduling (Optimise) Planner. A RAG status is used to indicate if a resource is actively using the Mobile Working (Mobilise) application, and changes colour if the resource is inactive.

    A new setting has been released to control if the Resource Last Activity status is displayed in the Dynamic Scheduling (Optimise) Planner. The intervals which trigger the RAG status of the activity status can also now be configured, at a World level. Improvements have also been made to the feature while it is in use.

    This status currently only works for resources using Mobile Working (Mobilise).

  • New Platform Menu

    A Platform menu has been added, allowing consistent navigation and a seamless logon to all available Totalmobile products. This means you only need to login once via Totalmobile Home and won’t need to sign into each individual product accessed via the Platform menu. The Platform menu is populated via the Unity API and displays the products as Capabilities, only the Capabilities you have access to are shown.

    Please contact your Account Manager for more information about gaining access to this feature.

  • Multiple Resource Start Locations

    A new feature has been introduced which allows multiple start locations to be assigned to a resource. You can specify a location along with a date range, allowing planners to set alternate locations ahead of time.

  • Convert Miles to Kilometres

    A new settings has been added to convert miles to kilometres. This is intended for use by customers who want to view travel ranges in kilometres instead of miles.

Fixes

Description

An issue has been fixed where if the Appointment Restriction Setting was enabled, jobs with a duration longer than the job appointment window could not be scheduled.

An issue has been fixed where the work pile filter settings icon in the Dynamic Scheduling (Optimise) Schedule screen didn’t turn red when the Worker to Worker Constraint Conflict setting was on.

Issue where overlapping jobs were being dynamically scheduled.

Caching has improved to reduce recall errors.

Show who performed the bulk commit action on the visit log. The username will now appear on the visit log, previously only 'internal' was displayed.

Opening and closing the map view in the Dynamic Scheduling (Optimise) Schedule view, soon after the job pile refreshed, caused the job pile view to clear and not redraw.

Adding or removing worker to worker constraints or skills on a Resource card would update in the database but not be displayed in the UI. These changes will now be visible in the UI.

The double-up visit auto-scheduler was occasionally scheduling double-visits with different start times.

The resource range was defaulting to 0 miles rather than "no range set". This is now resolved.

Displaying the resource filters in the map view in Dynamic Scheduling (Optimise) caused the screen to zoom out to a world view.

When a user was trying to drag and drop a job in the Dynamic Scheduling (Optimise) Planner, sometimes the screen froze and required a manual refresh.

Bulk committing jobs in Dynamic Scheduling (Optimise) did not work if you had a resource filter applied.

Save button appeared disabled or not at all when searching for an address on a resource in the Planner screen. The Save button now appears when searching for an address for a resource in the Planner screen.

Going into and out of the edit location dialog caused the main map view to display a blank view after multiple successive attempts. A fix has been implemented to stop the map view appearing blank.

If the job pile refreshes/is re-filtered while the job card was being hovered over in the map view, the job card tooltip could be left remaining. A fix has been implemented to ensure the tooltip doesn't get stuck on display.