Create a round schedule
Before you create a schedule you must first define the issues, equipment, and rooms to be used.
Administrator or Unit Schedule Manager role required.
- In the Issue field, start typing the name of the issue and then select one from the list.
- Click the Calendar and select the Creation Date. This tells the system when to begin generating the schedule(s).
- Select the Recurrence. Do you want the schedule to generate daily, weekly, monthly, and so forth.
- Use Generate Time to schedule the round for a specific time. Click
to add the time in 24-hour format. Daily recurrence may have multiple times defined.
If selecting multiple daily recurrence times, make sure you select Allow Duplicates on the round issue.
- Remarks type any notes or comments that you want to accompany each schedule.
- Select the Person Assigned or Team Assigned— while these fields are considered optional, if you want a round to go to a person or team, you must select one.
- Click
to open the Rooms/Equipment tab. - For each sub-issue, click and select the rooms or equipment (one at a time) by first entering a few letters of the room or equipment and selecting from the list. If no room or equipment is selected, a sub-order will not be created.
- Click to open the Sub-Issues tab.
Business rules are not applied to rounds.
- Click X next to a sub-issue to delete a sub-issue.
- You can re-order the sub-issues to put the in a logical order for the engineer to follow. Click the three bars to the left of the step and drag to move up or down.
- Click
to save.
Good to know
-
If you key in an issue and the result is an empty issue list, check to see if the issue is created. If not, create the round issue.
-
If you confirm the issue exists, check to see a round using that issue is already created.
Take a look at the round process for easy steps to create a round from start to finish.