Concepts

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Opening a Schedule Template

You may need to open a schedule template to view and change its properties or to view and change its place in a template hierarchy.

There are two main ways to find and open a schedule template:

•	From the My Desk View

•	From the Work Management View

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.

From the My Desk View

1.	Select the site's My Desk view. This view contains information about your schedules and your schedule templates.

2.	Select the Scheduler tab, and then the Templates tab. This tab displays a list of your existing schedule templates.

3.	Find the schedule template in the hierarchy on the left side of the tab. Click the plus signs (), to expand the hierarchy and see more templates.

4.	Double-click the template to open it. APM opens the selected schedule template.

From the Work Management View

1.	Select the site's Work Management view, then the Schedules tab. This view contains information about all of the schedules and schedule templates available on the site.

2.	Select the Templates tab. This tab shows all existing schedule templates in a table format.

Tip: To quickly find the schedule template that you need, you can filter and sort the list in the table.

3.	Double-click a template in the list, to open it. APM opens the selected schedule template. For example: