Scheduler

The scheduling helps operators to check procedures related to, for example, contracts with customers and suppliers, orders, certifications, warranties, recurring operations on assets, etc.
Deadlines can be generated automatically from the system when inserting new data cards including data attributes marked as "deadline", but also can be inserted manually into the resulting Scheduling file.
In the first case the Administration Module allows you to define generation criteria associated to any type of "Data" attribute of any class, specifying the ones that can be displayed or edited from operators.

Rule definition

This function allows you to create new rules for the generation of deadlines and to edit the properties of the old ones.

There is the possibility of performing the following operations:

• Add a new deadline generation rule
• Do searches among inserted rules
• Force the rule application to already existing cards
• Edit the selected rule
• Display the complete information related to the selected rule
• Delete the selected rule
• Disable the selected rule (i.e., set the status as non-active)

Every rule of generation of deadlines needs certain parameters to be compiled (metadata), as described below.

General properties

The following information is required:

• Code
• Description
• Description
• Class: this class contains Data attributes to be marked as "Expiration"
• Attribute: this attribute generates the expiration according to defined rules
• User: in case it is specified, the expiration visibility will be limited to that user
• Group: in case it is specified, the expiration visibility will be limited to that group
• Time zone: it specifies the time zone considered in the generation and notification of the expiration(s)
• Schedule rule edit mode, for operators that insert into the system data cards that generate expirations:
• Hidden: the expiration will be generated without the operator's intervention
• Read: the operator can only view some parameters that generate the expiration
• Write: the operator can also edit some parameters that generate the expiration
• Active: states if the rule is active
• Creates deadlines also via webservice: automatically executed also operating via webservice

Schedule rule

The following information is required:

• Category: the expiration is classified with the specified category (the values can be customized through a specific lookup list)
• Priority: the expiration is classified with the specified priority (the values can be customized through a specific lookup list)
• Schedule edit mode, during the insertion / change of a data card that generated expirations:
  • Hidden: the expirations during the generation will not be shown to the operator
  • Read: the expirations during the generation will be shown to the operation in only-read mode
  • Write: the expirations during the generation can be changed by the operator
• Action on card delete:
  • Unlink: it unlinks the expiration from the linked data card
  • Delete: it deletes the expiration
• Condition: the expiration will be generated only in case the specified condition is verified
• Schedule time: you can specify a time in the expiration date
• Frequency, which takes the following values:
  • Once
  • Daily
  • Weekly
  • Monthly
  • Yearly
• Frequency multiplier: it allows you to specify a frequency multiplier, for example, every three months, every two years, etc.
• End type, which takes the following values:
  • Never
  • End date, in case it appears, you have to valorize the "End date" field
  • Number of events, in case it appears, you have to valorize the "Number of occurrences" field
• Daily before deadline, which can be specified in:
  • Years
  • Months
  • Days
• Daily before deadline value: number of days / months / years of the postponement
• Max active schedules: it allows you to limit the number of schedules which are open at the same time in the scheduling (once an expiration is closed, the next one will be automatically generated)
• Notification template: email template to use for notification
• Days advance notification: it allows you to specify the expiration notification (it appears only after having chosen the notification template)
• Attached notification report: it allows to attach a report to the notification mail
• Format: report format (PDF or CSV)
• Report parameters: defining of the parameters provided by the report

Configurations

The function allows to set all configuration parameters necessary to the scheduling file:

• general properties
• list of values
• list of categories
• list of priorities

General properties

The following information is required:

• Active: it allows to activate the functionality of the scheduling file

List of values

The management of states of the scheduling table is the same as the one seen in the Lookup lists. Please read the relative chapter for further details.
Since the scheduling file requests predefined states, it is possible to modify the description or colors, but it is impossible to insert new states or edit / disable the one available.

List of categories

The management of categories used by the scheduling table, customizable by your necessities, is the same as the one seen in the Lookup lists. Please read the relative chapter for further details.

Priority list

The management of priorities used by the scheduling table, customizable by your necessities, is the same as the one seen in the Lookup lists. Please read the relative chapter for further details.