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Settings

Setting up Schedulers

Contents
Schedule Template Properties
Schedule Properties
You can select the employees who will be scheduling work and set a top schedule and schedule template for each of them. Each scheduler must have a schedule template and top schedule in order to see their schedule template and schedule hierarchies in APM.
Tip: You can also select a top schedule and top schedule template for individual employees on the Roles tab, Work Management tab of the employee’s APM employee record.

To Set up Schedulers

1.
From the Site window, select the Administration menu and then Work Management Settings. The Work Management Settings dialog appears. Select the Schedules tab.
Tip: You can also select the Work Management view on the site window. Select the Settings tab and then the Scheduling tab. Click the Scheduling settings node in the tree.
2.
Select the Schedulers tab. This tab shows a list of employees currently designated as schedulers.
3.
Click Browse. The Identify Schedulers dialog appears.
4.
Select the Top schedule and the Top schedule template from the lists.
5.
Select the employees who are schedulers. APM adds the Scheduler role to the employee record of each selected employee and sets the top schedule and top schedule template.
6.
When you are finished, click OK to apply your selections and close the dialog.
7.
If necessary, you can repeat steps 3 to 6 for another group of schedulers (that have a different top template and top schedule).
8.
When you are finished, click OK to close the dialog.