Set Up Schedule Rotation

Your Scheduled Templates settings determine the default template to use for each day of the week. You can use the same defaults over and over, or create additional weekly sets of defaults to provide for rotating and changing scheduling needs.

How to Get Here

• Scheduler ribbon bar > Scheduled Templates.

   

  Open your Scheduler. (See "View & Navigate Your Schedule" for details.)

  

  Choose Scheduled Templates from the Template section of the Scheduler ribbon bar.

  

  ---

Setup

• Choose / add schedule - If you have set up schedules for multiple date ranges, choose the schedule you want to work with. Or, click Add New Schedule to start a new schedule.

   

  

  ---

• Adjust schedule dates - When you create a new schedule, the default starting date is "today", and the day before the starting date becomes the ending date of the previous schedule. If needed, you can change the starting dates of your schedules, and Edge will adjust the corresponding ending date appropriately. Note that you cannot add an ending date to the final schedule, and you cannot have any missing dates. In addition, schedules with ending dates in the past are removed automatically.

   

  

  ---

• Delete schedule - Select the schedule to work with, then click Delete Template Schedule. All associated weeks (described below) are also removed.

   

  

  ---

• Add rotating weekly schedules - If you do not work the same schedule every week, but instead regularly rotate among two or more schedules, click Add Week, then select Add an additional weekto create those weeks. As your schedule progresses, Edge will rotate among the default weekly templates automatically.

  For example, you might create a two-week schedule if you work in a satellite office every other Tuesday and Wednesday. If your schedule is less regular, such as “satellite office third Tuesday of the month,” set your basic schedule here, then use Replace Template to identify the non-standard days.

   

  

  ---

• Add alternate defaults - If you want to be able to select from two or more default templates for any day of the week, click Add Week, then select Add another schedule to an existing week, and select the week to work with (if needed). As you encounter new dates in your Scheduler, Edge will offer you the choice of your default templates.

   

  

  ---

• Remove week - You can also use Delete Last Week to delete a week you don’t need any more. Note that weekly schedules can only be deleted in backwards order. 
  

   

  

  ---

• Assign default templates - Select a default grid template for each day of the week from your list of active templates. If your schedule includes multiple weeks. be sure to select an appropriate template for the days of each week.

   

  

  ---

• Save your changes - Click Save to save the changes you have made and close the editing window.

Notice!

• Edit individual templates - Use template editing tools to define the cells of your scheduling templates. See "Use Template Editing Tools" for details.

• Replace templates - Use the Replace Template feature to swap one scheduling template for another. After initiating the Replace Template function, you can choose to swap the template for the currently displayed date, or swap all future occurrences of a template with another template. Note that if scheduled appointments do not fit into the new template, they will be moved to your Scheduler Bar automatically. See "Replace Scheduling Template" for details.

• Set Up Scheduling
  • Appointment Display User Options
  • Cell Size User Options
  • Classes Editor
  • General Scheduler User Options
  • Procedures Editor
  • Procedure Groups & Chains Editor
  • Reclassify Grid Chairs
  • Reminders Editor
  • Replace Scheduling Templates
  • Scheduler Printing User Options
  • Scheduler Templates Editor
  • Scheduler Visual User Options
  • Smart Scheduler Options
  • Template Rotation Schedules
  • Time Progress Bar User Options
  • Template Editing Tools

Open topic with navigation