Creating General Schedules

Creating a General Schedule

  1. Select the General Schedules on the Record, then click the Plus sign (➕) to the right of the word General Schedules.
  2. Choose the General Schedule Type - This is very important to do first to reduce mistakes.
  3. Create a General Schedule ID - This is limited to 4 characters.  Some examples may be KH01, CL01, K001, L001, and the like.  Check with your organization for your specific ID conventions.  
  4. Enter the General Schedule Description - Be specific and clear to help others understand the purpose.
  5. Set the days of the week and the times of the day for each option.  
    • Please note that no single line may cross the midnight line, therefore, if you have a schedule that crosses midnight you will need to manage for that.  
    • General Schedules are an OPT-IN period.  That means the schedule periods are for when the element IS available.  
  6. When all data is entered as expected, click Done.
  7. Remember to click the Save icon (💾) to commit the data to the database.

Overnight General Schedule