Scheduler Categories dialog

Only System Administrators and Administrators can manage categories.

This dialog allows System Administrators and Administrators to create, view, and edit scheduler categories.

This dialog is displayed when:

Categories apply to reports (Reports categories) or notes (Notes categories). Reports and Notes categories are used in the Scheduler to provide users with visual cues about the status of reports and availability of resources respectively.

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Option

Description

Report categories

Section listing the built-in Reports categories.

An enabled check box in front of a category indicates that this category is available for selection in the Scheduler.

Notes categories

Section listing the available Notes categories. These categories can be built-in / default categories (such as Annual Leave, Public Holiday or Sick Leave) or user-defined categories.

An enabled check box in front of a category indicates that this category is available for selection in the Scheduler.

Untick the check box to make the category obsolete.

Add button

Click on this button to add a new Notes category. See Creating Categories below.

Remove button

Click on this button to delete the selected Notes category. See Deleting Categories below.

OK Commit your changes and close the dialog.

Cancel

Discard the edits and close the dialog.

Schedule view (Scheduler)

Managing scheduler categories