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Requirements
- You possess the user right "Scheduling".
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Introduction
In this tutorial, we focus on creating, deleting and the modification of tasks in the Planner.
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Where can I find the scheduler?
The scheduler can be found in the navigation menu, in the "Advanced" section.
Once in the scheduler, you will see the empty schedule below. Double-click on the time the task is to be performed.
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Set task
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Planning type
There are several planning types:
Execute action
Allows you to set a time when an already created action should be executed.
Create task
Assigns a task to an employee. This task always has a title and an importance level.
You can also provide a description. (this field is not required)
Toggle Alert
Turn an alarm on or off at a specific time.
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Set Repetition
A task can optionally be repeated daily, weekly, monthly or repeated annually.
Daily
You can set here every how many days this task should be repeated and when this repetition should end. You can set an end date or the number of repetitions after which the task may stop.
Weekly
For a weekly recurrence, you can also choose to repeat the set task every X number of weeks, which day of the week and when this repetition should end. Again, the repetition can be terminated from a certain date or after X number of repetitions.
Monthly
For a monthly recurrence, you can also choose to repeat the set task every X number of months, which day of the month this recurrence should occur and when this recurrence should end. Again, the repetition can be terminated from a certain date or after X number of repetitions.
Annual
For an annual recurrence, you can also choose to repeat the set task every X number of years, in which month this repetition should take place and when this recurrence should end. Again, the repetition can be terminated from a certain date or after X number of repetitions.
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Execution Rule
When multiple tasks of the same asset in a short period are set one after another in the scheduler, you can determine whether all tasks should be executed (option "always") or only the last task. We recommend selecting the "Only the last" option as the default.
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Location
You can define the location of the task. This is not a required field.
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Choose the start date and time
In the "Choose start date and time" field, specify the date and time when the task should start.
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Determine assets for planning type Execute Action
In these fields, you determine which device should perform the action. Specifically, the asset type, the type of action, and the specific asset.
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Customize and delete
When you click on a task in the Planner, you can choose to edit or delete it.
Depending on your choice, you will be prompted to edit or delete only this instance of the task, or to edit or delete all instances of this task.
