This command opens a list of schedule items. Schedule allows to add deadlines reminding the users about the activities that should be done by a certain date, such as vehicle technical inspection, insurance payment, etc. The list can be opened in several ways:
•click on the: icon located in the Basic data tab in the toolbar;
•from the Basic data main menu, select Agenda.
With the list toolbar, you can add, change or remove a schedule item.
More than one item can be marked in the all lists:
This marking is shown on a sample list of tacho disc/days from driver's card. It works the same in all other lists.
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Marking items From - To
1.Click the first item "from" in the list (item 1 - Fig. bellow). 2.Press and holding down the key click on the item "to" in the list (item 2). 3.Depending on the needs (editing or deleting), click the icon: or (see: Lists toolbar). Fig. Marking items in the list from - to.
Marking any items in the list
1.Click on any item in the list (item 1 - Fig. bellow). 2.Press and holding down the key click on any next items in the list (item 2). 3.Depending on the needs (editing or deleting), click the icon: or (see: Lists toolbar). Fig. Marking any items.
Marking all items in the list
1.Click the right mouse button on any place in the list. 2.Select: Select all items from drop-down menu. 3.Depending on the needs (editing or deleting), click the icon: or (see: Lists toolbar). |
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Additional elements in list toolbar:
• (deadlines export to a file) and (deadlines import from a file) – by using these keys it is possible to import tasks from or export them to "xml" or "csv" file;
Irrespectively of filter settings, all the vehicles saved in program data base are exported.
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Buttons:
•: ➢one selected date – opens the Type of update window:
- Event date - date of closing/completion of the item in the timetable;
- Show/update book (taxes, insurances...) - for some registers (e.g., insurance register) when this option is selected once the task has been closed/completed, the add window shall open;
➢several selected dates – on the basis of the current date it changes the status to completed without showing additional options; • - deletes all dates with the: executed status. |
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Add/edit schedule window consists of the following elements:
Fields with blue frames are mandatory.
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Basic data
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Depending on whether the deadline is assigned to a vehicle or to an employee, employees or vehicles will be displayed accordingly in the events list.
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During the attempt to save, the program enforces providing the type of the event occurrence: Event on the day and/or if a vehicle is provided in the basic filter: Event on the odometer value;
If the selected vehicle has the mileage history (odometer readings) saved in the program, the estimated time of the event is displayed in the fields next to the mileage.
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At the time of adding a new deadline, this field is blocked – at the time of editing, this field becomes unblocked.
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Selection of user, to whom a given task will be vissible.
If in the program setting window (see: administrator panel "Settings -> E-mail") the option "Send an e-mail message to user responsible for unfinished task" is highlighted, and remaining fields are correctly completed, and in user adding/editing window the e-mail address is filled in, then, an e-mail message will be sent to the responsible person, reminding such person of approaching task completion deadline.
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Set how often the reminders are to be repeated:
•Option: Every [time] - every x days/weeks/months/years; •Option: Every [distance] (active when you select Event on the odometer value option);
If in the program setting window (see: "Settings -> Agenda") the option: Show the list of incoming tasks having status "To be executed" is marked, then, depending on the pre-set number of task repetitions, a window informing of approaching tasks completion deadlines will be displayed for the selected user.
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Possibility of setting the end of the repeat cycle.
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Event record
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The frame appears only in the event of change of the date status to other than: to be executed (change of status possible only during the date edition).
Date - for the date status change.
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