Creating a General Schedule
- Select the General Schedules on the Record, then click the Plus sign (➕) to the right of the word General Schedules.
- Choose the General Schedule Type - This is very important to do first to reduce mistakes.
- 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.
- Enter the Call List Description - Be specific and clear to help others understand the purpose.
- 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.
- When all data is entered as expected, click Done.
- Remember to click the Save icon (💾) to commit the data to the database.
Overnight General Schedule
