Schedule view (Scheduler)

The Scheduler is available only if the current application has been enabled for scheduling.

The Scheduler is displayed beneath the Schedule tab.

For more information on generating schedulable forms, see Scheduling tasks.

Tab commands in the ribbon

See the Schedule tab section in the Ribbon topic.

Tasks

Tasks are visible on the schedule after their related schedule reports have been saved. The icon on the schedule is colour-coded and relates to the report status or category. The default colours are as follows:

Green – when a report has been completed.
Red – if a report has not been completed before the date set in the Scheduled Date Field property of the related form. (See the Property Box pane, used during form creation stage).
– report is neither completed nor overdue. In other terms, the task has been saved and its Scheduled Date Field date has been set in the future at report completion time.

Administrators and System Administrators can customise these colours via the Scheduler Categories dialog.

Tasks will remain visible on the schedule after upload to the server.

Resources

There may be some resources on the Scheduler. These are present only if there are reports using them. These resources come from choice lists in InfoAsset Manager. Therefore, if you know some choice lists have been updated in InfoAsset Manager, you will have to get the updates as well as refresh dynamic data (see Options dialog).

Notes

Scheduler notes are also visible on the Scheduler. Scheduler notes are activities that are very similar to Outlook appointments in that they apply to resources and allow other users to know your availability. Scheduler notes can be allocated to resources for a particular date and time. As with reports, scheduler notes are colour-coded according to their category. Administrators and System Administrators can customise note default colours from the Scheduler Categories dialog.

Tooltips

Hovering the pointer over a report displays a tooltip with information about the report such as form name, report name and version, status, and scheduled times.

Reports

Reports can be viewed and edited from the Scheduler by selecting View and Edit in the Reports group of the Schedule tab. Confirmation is required before editing the following:

a completed report that has not been uploaded to the server
a report that has been closed in InfoAsset Manager.

Scheduled reports can be repositioned / moved directly on the Scheduler. See Moving reports and work packages on the Scheduler.

View

Using the commands in the View group of the Schedule tab (or options on the context menu), you can change the view to day, work week, work, month, or time line view, allowing scheduled work to be viewed at a glance.

Filtering

Using the commands in the Filter group of the Schedule tab, you can filter the Scheduler so that only reports meeting specific criteria in terms of date, resource, and status are displayed to the user. The available filtering options depend on the user level.

Reminders

In the Reminder group, the default value of 15 minutes will cause pop-up notifications to appear 15 minutes before scheduled occurrences. The notifications will appear as toast pop-ups where this is possible, or as standard dialogs where toast pop-ups are not supported.

You can choose one of the other values in the dropdown list. Selecting the blank entry will disable reminders.

Context menu options

The context menu is different depending on what is clicked on the calendar (the calendar itself, a scheduled report, or a note on the calendar).

Option (listed alphabetically)

Description

Change View To

When many tasks are scheduled it may help to change the view so that all tasks can be seen. The following views are available to choose from:

Day
Work week
Week
Month
Timeline

Delete Note

Deletes the selected note. A prompt will be displayed asking for confirmation.

Edit categories

Opens the Scheduler Categories dialog where reports and notes categories can be edited. Available only to Administrators and System Administrators

Edit Note

Opens the selected note in the Scheduler Note Editor ready for editing.

Edit report

Opens the selected report in the Report Generator ready for editing.

Go to Date...

Opens the Go To Date dialog where the date and view type can be specified.

Go to This Day

Shows all tasks scheduled for the day chosen and will change the view to Day-View.

Go to Today

Shows all tasks scheduled for today’s date in the current view display.

Notes

New [NoteCategory]	Adds a note to the Scheduler for the selected relevant time period against the required resource(s).
Edit categories	Displays the Scheduler Categories dialog where reports and notes categories can be viewed and edited. This is available only to Administrators and System Administrators.