Parent Topic Schedule Screen

Opening a Schedule

The Open Schedule dialog box is used to enter criteria to open the Schedule screen for a certain time period and for a single organization unit or schedule group. An archived schedule can also be opened from the Open Schedule dialog box.

Open the Schedule screen

To open the Schedule screen, complete the following steps.

1. Navigate to Actions > Scheduling > Schedule.

   After a few moments, the Schedule screen window appears with the Open Schedule dialog box.

   If you are already viewing the Schedule screen, click Schedule > Open.

2. In the Open Schedule area, select the appropriate option.

   • Organization Unit opens the schedule for a single organization unit. The trunk level, such as facility, and branch level, such as department, organization unit levels are required. The leaf level, such as unit, level is optional.

   • Schedule Group/Profile Group opens the schedule for a Schedule Group, which contains multiple organization units set up together, as well as Profile Groups.

   Note  

   Schedule Groups must be previously set up here: Configuration > Scheduling > Schedule Group.

   The Profile Groups that are available must be previously added here: Configuration > Labor Distribution > Profile Group, and then assigned here: Configuration > Labor Distribution > Profile.

   Note  

   If preferences have been set up, you may see a default organization unit or schedule group already entered in the fields. Even if a default organization unit or schedule group appears, you can override the prefilled information with the desired organization unit or schedule group.

   To set up default preferences, navigate to Preferences > My Preferences (or System Preferences) > Default Organization Unit (or Default Schedule Group).

3. In the Select Date area, select the appropriate option.

   • Schedule Period is used to select a predefined scheduling period for the organization unit or scheduling group. This value defaults to the schedule period that contains the current date. From the drop-down menu, select the desired schedule period.

   • Custom Date is used to define the time frame to open. Enter the Start Date and End Date, or select the dates from the drop-down menus.

4. When all options are filled in, click Open Schedule.

Open an archived schedule

A schedule that was previously archived can be opened and viewed by using the Open Archive tab.

For more information on archiving schedules, see Archive.

To open an archived schedule, complete the following steps.

1. Navigate to Actions > Scheduling > Schedule.

   After a few moments, the Schedule screen window appears with the Open Schedule dialog box.

   If you are already viewing the Schedule screen, click Schedule > Open.

2. Click the Open Archive tab.

3. Select the Organization Unit or Schedule Group option.

4. Enter (or search for and select) the desired organization unit or schedule group.

5. Optional. In the Description field, enter the description of the previously archived schedule.

6. Optional. In the Contains Date field, enter a date (or select a date) that fell within the schedule period of the archived schedule.

7. Click Search.

   Schedule archives that match your selected criteria appear in the Search Results area.

8. Select the desired archived schedule and click Open Schedule.

   The archived schedule appears in read-only mode.