Concepts

Tasks

Settings

Creating a Schedule Template

If you schedule work on a regular basis (such as every week), you will need to create a new set of schedules for each period of time (that is, for each week). Using schedule templates can simplify this process.

For example if you schedule work on a week-to-week basis, you will need to create a new set of schedules every week. Using a schedule template, you can create the weekly schedule, 7 daily schedules, and 21 or more shift schedules in one step. APM uses the information defined on the templates to create the appropriate set of schedules.

You do not have to use schedule templates. All of the scheduling features, including defining schedule hierarchies, are available whether or not you use schedule templates, with one exception: a schedule template is necessary to use automatic scheduling with standard jobs.

You can create a single schedule template to use on its own or to add into an existing schedule template hierarchy. To create a new set of schedule templates, see Creating a Set of Schedule Templates.

Note: The My Desk view only displays the tabs described below, if you are set up as a scheduler on the Properties view, Roles tab, Scheduling tab of the employee record.

To Create a Schedule Template

1.	From the Site window, select the Work Management view and then the Schedules tab.

2.	Select the Templates tab.

3.	Double-click to open the schedule template that you want to be the parent for the new template. The Maintenance Schedule Template window appears.

4.	Make sure that editing is enabled.

5.	On the Properties view, Hierarchy tab, right-click the schedule template and select New Child. APM creates and opens a new schedule template. The new template inherits its properties from the parent template. For example:

6.	On the General tab, enter a unique name for the template in the Template name box.

7.	Select settings and enter information for the template on each of the tabs. For more information, see Setting Schedule Template Properties.

8.	When you are finished, save and close the Maintenance Schedule Template window.

9.	You can now use the template to create schedules.