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Settings

Using the Schedule Template Hierarchy

You can organize a set of schedule templates as a hierarchy. The hierarchy structure allows you to quickly see how the schedule templates are related to each other. When you use a set of schedule templates to create a set of schedules, the new schedules will also be organized in a hierarchy.
For example, using a set of schedule templates you can create a weekly schedule, 7 daily schedules, and 21 or more shift schedules in one step. Below is a diagram of a typical set of schedule templates in a hierarchy.
You can:
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add an existing schedule template to a hierarchy
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add a new schedule template to a hierarchy
•
move a schedule template in a hierarchy
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 Add an Existing Schedule Template to a Hierarchy

1.
From the Site window, select the Work Management view and then the Schedules tab.
2.
Select the Templates tab. This tab shows your existing schedule templates.
3.
Find the template in the hierarchy that you want to be the parent for the template you are adding.
Tip: You can click the plus signs to drill down expand the hierarchy and view more templates.
4.
Right-click the parent template and select Insert existing child. The Maintenance Schedule Template Selector dialog appears.
Tip: You can filter and sort the list in the dialog, to quickly find the schedule template that you need.
5.
Select the schedule template that you want to insert into the hierarchy, and then click OK. APM inserts the selected template, and any child templates it has, at the selected spot in the hierarchy.

To Add a New Schedule Template to a Hierarchy

6.
From the Site window, select the Work Management view and then the Schedules tab.
7.
Select the Templates tab. This tab lists your existing schedule templates.
8.
Double-click to open the parent template for which you want to add a new schedule template. The Maintenance Schedule template appears.
9.
On the Properties view, select the Hierarchy tab.
10.
You can create either a child schedule template (for example a Sunday template on a weekly schedule), or a peer schedule template (for example a Tuesday template beside a Monday template):
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To create a child schedule template, right-click the parent template in the hierarchy, and then select New child. APM creates and opens a new template and inserts it under the parent template in the hierarchy. The parent template settings are transferred from to the new template.
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To create a peer schedule template, right-click a template in the hierarchy, and then select New peer. APM creates and opens a new template and inserts it at the same level in the hierarchy. Settings are transferred from the original template to the new peer template.
11.
Enter or edit the Template name.
12.
Select settings and enter information for the new template on each of the tabs. For more information, see Setting Schedule Template Properties.
13.
When you are finished, save and close the Maintenance Schedule Template window.

To Move Schedule Templates in a Hierarchy

14.
From the Site window, select the Work Management view and then the Schedules tab.
15.
Select the Templates tab. This tab shows your existing schedule templates.
16.
Double-click to open the schedule template that you want to move. The Maintenance Schedule Template window appears.
17.
On the Properties view, Hierarchy tab, drag and drop the template to the new position in the hierarchy. APM moves the template and its children below the new parent template in the hierarchy.
Tip: You can click the plus signs , to expand the hierarchy and view more templates.