Schedule Manager Properties panel

For more information on the Management Center Properties Panel in general, please refer to Learn about Shift Setup Properties pane.

When a Procedure – or a Day/Shift cell containing only one Procedure Instance or Series – is selected, the Procedure’s details will appear in the Management Center Properties Panel.

The information provided is detailed below.

Procedure Details

These details are set in Procedure Builder.

• Name: The name of the Procedure as specified in Procedure Builder.

• Description: The description of the Procedure, if one exists. If no description was given the Procedure, this value will be blank (as per the example above).

• Estimated Time: The number of hours estimated for Procedure completion.

• Number of Tasks: The total number of possible tasks in the Procedure.

Status

• Status: Refers to the Procedure Instance’s relation to the schedule.

  • Active: The Instance is not disabled and is scheduled for the current shift.

  • Future: The Instance is not disabled and is scheduled for a future shift.

  • Suspended: The Series of which this Procedure is part has been disabled (in Procedure Builder), or the Procedure Instance itself has been Suspended.

  • Overdue: The Procedure Instance is considered “Overdue” as defined during scheduling.

  • Missed: The Procedure Instance was not completed before the End Time of the Shift to which it was scheduled – plus any extra time allotted when Scheduling the Procedure.

• State: Refers to the Procedure Instance’s working state on the mobile application.

  • New: The Procedure has not yet been opened.

  • In-Progress: The Procedure has been downloaded and opened on the mobile application, and synchronization has been performed.

• Completed: The Procedure has been downloaded, opened, marked as completed, and synchronization has been performed.

• Date Completed: Date and time the selected Procedure Instance was completed.

• On Demand: A value of “Yes” indicates that the Procedure was initiated by the mobile application user, rather than being scheduled. “No” means that the Procedure, whether or not marked “On Demand” in Procedure Builder, was worked on as a result of scheduling.

• Actual Time – The amount of time, in hours, actually spent working on the Procedure. This timer begins at the time the mobile application user opened the Procedure on the mobile application and stops when the Procedure is placed In Progress, or marked Completed.

• Tasks Completed: The number of Tasks in the Procedure which have been completed. Presented in the format X of Y, where X is the number of Tasks completed, and Y is the number of Tasks available to the mobile application user. (Disabled Tasks are counted as Completed.)

• User: The first name, last name, and login of the User account responsible for closing the selected Procedure Instance.

• Handheld: The name of the mobile application used to complete the procedure, as set in Device Registration.

General Scheduling Information

• Expected Start: The time that work is expected to begin on the Procedure. This corresponds to the Start Time of the Shift for which this Procedure was scheduled.

• Expected End: The time that the Procedure is expected to be finished. This corresponds to the End Time of the Shift for which this Procedure was scheduled, plus any extra time allotted, when Scheduling the Procedure, to complete the Procedure.

• Recurring: “Yes” indicates that the selected Procedure Instance’s schedule repeats (e.g. this Procedure was not scheduled for “once only”).

• Schedule Pattern: Indicates the frequency of the Schedule’s recurrence, as well as whether the Schedule is based on Shift or Crew. Examples: “Shift-Based: Weekly,” “Crew-Based: Crew 1.”

• Scheduled To: Indicates the entity to which the Procedure was assigned. If assigned to a User, this value will read “User – X” where X is the name of the User to whom the Procedure was scheduled. If assigned to a Role, this value will read “Role – Y” where Y is the name of the Role to which the Procedure was scheduled.

Advanced Scheduling Information

• Early Pickup: The earliest time the Procedure can be downloaded to the mobile application, as defined when scheduling the Procedure Instance or Series. This value will be blank if this option was not configured during scheduling.

• Latency: The latest time the Procedure can be completed without being marked Missed, as defined when scheduling the Procedure Instance or Series. This value will be blank if this option was not configured during scheduling.

• Overdue By: The time at which the Procedure will be marked Overdue, as defined when scheduling the Procedure Instance or Series. This value will be blank if this option was not configured during scheduling.

• Locked: Indicates whether or not the Procedure is Locked from edits, as configured during scheduling.

• Required: “Yes” indicates that the Procedure was marked “Required” during scheduling; if “Required,” the Procedure is not marked “missed” and is not removed from the mobile application if not completed on time. If the value displayed is “No,” the Procedure will be marked “overdue” and eventually “missed,” and will be removed from the mobile application on next sync if “missed.”

Notes

• Notes: The notes that have been captured for a Procedure Instance.

• Last Modified By: The last user who modified the notes.

• Last Modified On: The date and time of the modified notes.