Scheduling Events

To reduce management overhead and improve productivity, you can schedule common events to run automatically. For example, you may choose to create one event that switches the system from day service to night service every evening, and another event that switches the system back to day service every morning.

This feature includes a calendar, which you can update with the holidays for your locality. Then, when you add an event, you can specify an exact repetition interval (daily, weekly, etc.) and indicate whether the event should run on holidays or only on weekdays.    

Before you Begin

Operation

Using the buttons located at the top of the form, you can perform the following actions: Print, Import, Export, and Data Refresh.

Update the Calendar

Prior to scheduling any events, you should update the calendar so that it contains the correct holidays for your locality. You can do this manually, by programming holidays directly on the calendar, or automatically, by importing a .csv file containing all of the holidays for the current year.  

Manual Update   

To manually update the calendar:

  1. Open the Scheduler.

  2. Use the screen tools (arrows and mini-calendar) to locate the day you wish to update.         

  3. To change a weekday into a holiday, right-click the day and select one of the following options:

  1. To change a holiday (including Saturday or Sunday) into a weekday, right-click the day and select one of the following options:

CSV File Update

To update the holidays presented on the calendar by importing a .csv file:

  1. Open the Scheduler.

  2. Obtain the Import Spreadsheet, and then access it.  

  3. Create the Scheduler worksheet, and then open it.

  4. Record Data for your holidays on the Scheduler worksheet:

  1. On the Import Spreadsheet, click Save for Import to save the worksheet.

  2. On the Scheduler form, click Import, and then Preview and Import the Spreadsheet.

  3. Note: You can also update the calendar by clicking Export and saving the current form data as a .csv file. After updating this file with new data, you can import it again.  

Add an Event  

Adding an event involves picking an activity, specifying a start date and time, and indicating whether the event should occur repeatedly or only once.

To create a new event:  

  1. Access the Scheduler form.

  2. Use the screen tools (arrows and mini-calendar) to locate the day you wish to update.

  3. Select the day and click Add Event.

  4. Click the Event Parameters tab and complete the following fields:

  5. Title: Type a title for the event. The title can contain any type of character, including spaces, and be up to 255 characters long.  

  6. Start Date: Use the dialog box to select the Month, Day, and Year that the event is scheduled to start.  

  7. Time: Use the dialog box to select the Hour, AM/PM, and Minute that the event is scheduled to occur. Click Set to save your changes.

  8. Repeats: Specify how often you want the event to repeat - Once, Daily, Weekly, Monthly, or Yearly. If you select Daily, Weekly, Monthly, or Yearly, the dialog expands, enabling you to customize the repetition interval.  

  1. Click the Activity Parameters tab and complete the following fields:   

  2. Select Activity: Select an event: Go to Day Service or Go to Night Service.   

  3. Night Service Options: Select a night service option (if applicable): Night1 or Night2.   

  1. Click Submit and then OK to save the new event.
    The new is added to the event list.

Manage Events   

You can edit and delete events.

To edit events:  

  1. Access the Scheduler form.

  2. Locate the event in the event list.

  3. Select the event and click Edit Event.

  4. Click the Event Properties tab and update the Title, Start Date, Time and Repeats fields as necessary.

  5. Click the Activity Properties tab and update the Activity.  

  6. Click Submit and then OK to save the edited event.   
    The event list is updated.

To delete events:  

  1. Access the Scheduler form.

  2. Locate the event in the event list.

  3. Select the event and click Delete Event and select one of the following options:

  4. Cancel Event Deletion: Returns to the event list without making any changes.

  5. Delete All: Deletes all scheduled instances of the event.    

  6. Delete Just This Instance: Deletes the selected instance of the event.

  1. Click the OK to confirm deletion.
    The event list is updated.