Scheduling:
Establishing the timing of the use of equipment, facilities and human activities in an
organization
Effective scheduling can yield
Cost savings
Increases in productivity
Other benefits
Scheduling is constrained by multiple system design and
operations decisions
System capacity
Product and/or service design
Equipment selection
Worker selection and training
Aggregate planning and master scheduling
Low-volume
Intermediate-
volume
High-volume
Service operation
Flow System
High-volume system in which all jobs follow the same sequence
Flow system scheduling
Scheduling for flow systems
The goal is to achieve a smooth rate of flow of goods or customers through the system
in order to get high utilization of labor and equipment
Workstation 1 Workstation 2 Output
High flow systems are entirely dedicated to a
single product or service
Each product change requires
Slightly different inputs of parts
Slightly different materials
Slightly different processing requirements that must
be scheduled into the line
Need to avoid excessive inventory buildup
Disruptions may result in less-than-desired output
The following factors often dictate the success of high-volume systems:
• Process and product design
• Preventive maintenance
• Rapid repair when breakdowns occur
• Optimal product mixes
• Minimization of quality problems
• Reliability and timing of supplies
Outputs fall between the standardized type of output
of high-volume systems and the make-to-order output
of job shops
Output rates are insufficient to warrant continuous
production
Rather, it is more economical
to produce intermittently
Work centers periodically
shift from one product to
another
Important considerations
Setup cost
Usage is not always smooth
Alternative scheduling approach
Base production on a master schedule developed from customer orders and
forecasted demand
Job shop scheduling
Scheduling for low-volume systems with many
variations in requirements
Make-to-order products
Processing requirements
Material requirements
Processing time
Processing sequence and setups
A complex scheduling environment
It is impossible to establish firm schedules until actual job
orders are received
Loading
the assignment of jobs to processing centers
Gantt chart
Used as a visual aid for loading and scheduling purposes
Purpose of the Gantt chart is to organize and visually display the actual or intended use of
resources in a time framework
Managers may use the charts for trial-and-error schedule development to get an idea of
what different arrangements would involve
Load chart
A Gantt chart that shows the loading and idle times for a group of machines
or list of departments
Infinite loading
Jobs are assigned to workstations without regard to the capacity of the work center
Finite loading
Jobs are assigned to work centers taking into account the work center capacity and job processing times
Infinite loading
Capacity over over
1 2 3 4 5 6
Finite loading
Capacity
1 2 3 4 5 6
• Forward scheduling
• Scheduling ahead from some point in time.
• Used when the question is:
• “How long will it take to complete this job?
• Backward scheduling
• Scheduling backwards from some due date
• Used when the question is:
• “When is the latest this job can be started and still be completed on time?”
Schedule chart
A Gantt chart that shows the orders or jobs in progress and whether they are
on schedule
used as a visual aid for scheduling
The job or activity progress chart
The workstation chart
Current date
Job 4/17 4/18 4/19 4/20 4/21 4/22 4/23 4/24 4/25 4/26
Start activity
Ford Finish activity
Scheduled
activity time
Nissan Actual progress
Nonproductive
time
Pontiac
Assignment model
A linear programming model for optimal assignment of tasks and resources
Hungarian method
Method of assigning jobs by a one-for-one matching to identify the lowest
cost solution
1. Row reduction: subtract the smallest number in each row from every number in the
row
a. Enter the result in a new table
2. Column reduction: subtract the smallest number in each column from every number
in the column
a. Enter the result in a new table
3. Test whether an optimum assignment can be made
a. Determine the minimum number of lines needed to cross out all zeros
b. If the number of lines equals the number of rows, an optimum assignment is possible. Go to step 6
c. Else, go to step 4
4. If the number of lines is less than the number of rows, modify the table:
a. Subtract the smallest number from every uncovered number in the table
b. Add the smallest uncovered number to the numbers at intersections of cross-out lines
c. Numbers crossed out but not at intersections of cross-out lines carry over unchanged to the next table
5. Repeat steps 3 and 4 until an optimal table is obtained
6. Make the assignments
a. Begin with rows or columns with only one zero
b. Match items that have zeros, using only one match for each row and each column
c. Eliminate both the row and the column after the match
Determine the optimum assignment of jobs to workers for the
following data:
Worker
A B C D
1 8 6 2 4
2 6 7 11 10
Job
3 3 5 7 6
4 5 10 12 9
Worker Row
A B C D minimum
1 8 6 2 4 2 Subtract the smallest
2 6 7 11 10 6 number in each row from
Job every number in the row
3 3 5 7 6 3
4 5 10 12 9 5
Worker
A B C D
1 6 4 0 2
2 0 1 5 4
Job
3 0 2 4 3
4 0 5 7 4
Worker
A B C D
1 6 4 0 2 Subtract the smallest
2 0 1 5 4 number in each column
Job from every number in the
3 0 2 4 3 column
4 0 5 7 4
Column min. 0 1 0 2
Worker
A B C D
1 6 3 0 0
2 0 0 5 2
Job
3 0 1 4 1
4 0 4 7 2
Worker
A B C D
Determine the minimum
1 6 3 0 0
number of lines needed to
2 0 0 5 2 cross out all zeros. (Try to
Job cross out as many zeros as
3 0 1 4 1
possible when drawing lines
4 0 4 7 2
Since only three lines are needed to cross out all
zeros and the table has four rows, this is not the
optimum. Note: the smallest uncovered value is 1
Worker
A B C D
Subtract the smallest
1 6 3 0 0
uncovered value from every
2 0 0 5 2 uncovered number, and add
Job it to the values at the
3 0 1 4 1
intersection of covering
4 0 4 7 2 lines.
Worker
A B C D
1 7 3 0 0
2 1 0 5 2
Job
3 0 0 3 0
4 0 3 6 1
Worker
A B C D
1 7 3 0 0 Determine the minimum
number of lines needed to
2 1 0 5 2 cross out all zeros. (Try to
Job
3 0 0 3 0 cross out as many zeros as
possible when drawing lines
4 0 3 6 1
Since four lines are needed to cross out all zeros and
the table has four rows, this is an optimal assignment
that can be made
Worker
A B C D
1 7 3 0 0 Make assignments: Start
with rows and columns with
2 1 0 5 2 only one zero. Match jobs
Job
3 0 0 3 0 with workers that have a
zero
4 0 3 6 1
Assignment Cost
2-B $7
4-A $5
1-C $2
3-D $6
Total $20
Sequencing
Determine the order in which jobs at a work center will be processed
Priority rules
Simple heuristics used to select the order in which jobs will be processed
The rules generally assume that job setup cost and time are independent of processing
sequence
Job time
Time needed for setup and processing of a job
FCFS - first come, first served
SPT - shortest processing time
EDD - earliest due date
CR - critical ratio
S/O - slack per operation
Rush - emergency
The set of jobs is known; no new orders arrive after processing begins and no
jobs are canceled
Setup time is independent of processing sequence
Setup time is deterministic
Processing times are deterministic
There will be no interruptions in processing such as machine breakdowns or
accidents
Common performance metrics:
Job flow time
This is the amount of time it takes from when a job arrives until it is complete
It includes not only processing time but also any time waiting to be processed
Job lateness
This is the amount of time by which the job completion time is expected to exceed the date the job was due or
promised to a customer
Makespan
The total time needed to complete a group of jobs from the beginning of the first job to the completion of the
last job
Average number of jobs
Jobs that are in a shop are considered to be WIP inventory
Johnson’s Rule
Technique for minimizing makespan for a group of jobs to be processed on
two machines or at two work centers.
Minimizes total idle time
Several conditions must be satisfied
Job time must be known and constant for each job at the work center
Job times must be independent of sequence
Jobs must follow same two-step sequence
All jobs must be completed at the first work center before moving to second
work center
1. List the jobs and their times at each work center
2. Select the job with the shortest time
a. If the shortest time is at the first work center, schedule that job first
b. If the shortest time is at the second work center, schedule the job last.
c. Break ties arbitrarily
3. Eliminate the job from further consideration
4. Repeat steps 2 and 3, working toward the center of the sequence, until all jobs have been
scheduled
Service scheduling often presents challenges not found
in manufacturing
These are primarily related to:
1. The inability to store or inventory services
2. The random nature of service requests
Service scheduling may involve scheduling:
1. Customers
2. Workforce
3. Equipment
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Scheduling customers: Demand Management
Appointment systems
Controls customer arrivals for service
Reservation systems
Enable service systems to formulate a fairly accurate estimate demand on the system for a
given time period
Scheduling the workforce: Capacity Management
Cyclical Scheduling
Employees are assigned to work shifts or time slots, and have days off, on a repeating basis
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Translate the staffing plan into specific schedules of work for each
employee
Constraints
Technical constraints
Legal and behavioral considerations
Psychological needs of workers
Rotating / Cyclical schedule
Fixed / Repeating schedule
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Steps in developing a workforce schedule
Step 1: Find all the pairs of consecutive days
Step 2: If a tie occurs, choose one of the tied pairs, consistent with the
provisions written into the labor agreement
Step 3: Assign the employees for the selected pair of days off
Step 4: Repeat steps 1 – 3 until all of the requirements have been satisfied
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EXAMPLE
The Amalgamated Parcel Service is open seven days a week. The
schedule of requirements is
Day M T W Th F S Su
Required number of employees 6 4 8 9 10 3 2
The manager needs a workforce schedule that provides two
consecutive days off and minimizes the amount of total slack
capacity. To break ties in the selection of off days, the
scheduler gives preference to Saturday and Sunday if it is
one of the tied pairs. If not, she selects one of the tied pairs
arbitrarily.
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SOLUTION
Friday contains the maximum requirements, and the pair S – Su
has the lowest total requirements. Therefore, Employee 1 is
scheduled to work Monday through Friday.
Note that Friday still has the maximum requirements and that
the requirements for the S – Su pair are carried forward because
these are Employee 1’s days off. These updated requirements are
the ones the scheduler uses for the next employee.
The day-off assignments for the employees are shown in the
following table.
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Scheduling Days Off
M T W Th F S Su Employee Comments
6 4 8 9 10 3 2 1 The S–Su pair has the lowest total requirements. Assign
Employee 1 to a M-F schedule.
5 3 7 8 9 3 2 2 The S–Su pair has the lowest total requirements. Assign
Employee 2 to a M-F schedule.
4 2 6 7 8 3 2 3 The S–Su pair has the lowest total requirements. Assign
Employee 3 to a M-F schedule.
3 1 5 6 7 3 2 4 The M–T pair has the lowest total requirements. Assign
Employee 4 to a W-Su schedule.
3 1 4 5 6 2 1 5 The S–Su pair has the lowest total requirements. Assign
Employee 5 to a M-F schedule.
2 0 3 4 5 2 1 6 The M–T pair has the lowest total requirements. Assign
Employee 6 to a W-Su schedule.
2 0 2 3 4 1 0 7 The S–Su pair has the lowest total requirements. Assign
Employee 7 to a M-F schedule.
1 0 1 2 3 1 0 8 Four pairs have the minimum requirement and the
lowest total. Choose the S–Su pair according to the tie-
breaking rule. Assign Employee 8 to a M-F schedule.
0 0 0 1 2 1 0 9 Arbitrarily choose the Su–M pair to break ties because
the S–Su pair does not have the lowest total
requirements. Assign Employee 9 to a T-S schedule.
0 0 0 0 1 0 0 10 Choose the S–Su pair according to the tie-breaking rule.
Assign Employee 10 to a M-F schedule.
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In this example, Friday always has the maximum requirements
and should be avoided as a day off. The final schedule for the
employees is shown in the following table.
Final Schedule
Employee M T W Th F S Su Total
1 X X X X X off off
2 X X X X X off off
3 X X X X X off off
4 off off X X X X X
5 X X X X X off off
6 off off X X X X X
7 X X X X X off off
8 X X X X X off off
9 off X X X X X off
10 X X X X X off off
Capacity, C 7 8 10 10 10 3 2 50
Requirements, R 6 4 8 9 10 3 2 42
Slack, C – R 1 4 2 1 0 0 0 8
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The requirement of security guards for duty for the
days of the week are listed below. Two days
(consecutive) of weekly holidays needs to be given
to all the guards. Design the workforce schedule for
the guards and calculate the Slack.
Monday Tuesday Wednesday Thursday Friday Saturday Sunday
4 2 3 1 2 4 3
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Monday Tuesday Wednesday Thursday Friday Saturday Sunday Guard OFF Day
4 2 3 1 2 4 3
3 1 2 1 2 3 2 1 Thur-Fri
2 1 2 0 1 2 1 2 Tue-Wed
1 0 1 0 1 1 0 3 Thur-Fri
1 0 0 0 0 0 0 4 Mon-Tue
0 0 0 0 0 0 0 5 Tue-Wed
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Monday Tuesday Wednesday Thursday Friday Saturday Sunday Guard
Y Y Y N N Y Y 1
Y N N Y Y Y Y 2
Y Y Y N N Y Y 3
N N Y Y Y Y Y 4
Y N N Y Y Y Y 5
Capacity 4 2 3 3 3 5 5 25
Requirement 4 2 3 1 2 4 3
Slack 0 0 0 2 1 1 2 6
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