Calendar and Schedule Setup

Calendar criteria determines which asset or location displays on the calendar. For each of the following criteria types, you can select an item within that criteria (for example, a site for the Site type criteria).

• Department

• Geography: Allows you to select a specific location (Country, State, City)

• Site

• Site Attribute

• Site Organization

• Site Type

• System Component

• Utility

• Utility Organization

Select a current criteria value to view/edit it. Click New to add criteria. You can add multiple criteria to a calendar.

This page let you mange the selected schedule or calendar via a smart table. Select a linked item (blue lettering) in the smart table to view/edit its details.

The following information displays in a smart table:

• Name: The name of the event, usually identifying the day of the event (Monday, Tuesday, Summer Mondays, and so on) (read only)

• Type: The type of event (Special case, Special circumstance maintenance, Holiday, Regular maintenance, Month, Season, Day of week)

• Timeslot label: Indicates the label or status related to the event (such as occupied or operating)

• Start date: The beginning of the date range in which the event will be recurring

• End date: The end of the date range in which the event will be recurring

• Timeslot: The start and end time for the event.

  If not set, click Schedule and configure the following to set the timeslot:

  • Site status: The status of the site or location for the scheduled timeslot (occupied or unoccupied)

  • Timeslot label: Indicates the label or status related to the event (such as occupied or operating)

  • Occupied time: The amount of time during the timeslot in which the site or location will be occupied

  • Unoccupied time: The amount of time during the timeslot in which the site or location will be unoccupied

  • Effective start date: The beginning of the date range in which the timeslot will be recurring

  • Effective end date: The end of the date range in which the timeslot will be recurring

• Setpoints: Displays for equipment type calendars only

  You can view the following when you select a setpoint:

  • System variable: Select the system variable for the option to change it to another system variable

  • Device type: The device type for the system variable

  • Component : The system component or category of device (air conditioner unit, boiler, and so on)

  • UOM: Unit of measurement

  • Occupied : The number of hours in the day the system component is on

  • Unoccupied: The number of hours in the day the system component is off

The following options are available at the bottom of the page:

• Add events: Allows you to select pre-defined events and add them to the calendar or schedule

• New event: Allows you to create a new event with a new Event name to the calendar or schedule

  You can configure the following:

  • Name: The name of the event, usually identifying the day of the event (Monday, Tuesday, Summer Mondays, and so on) (read only)

  • Event type: The type of event (Special case, Special cirucumstance maintenance, Holiday, Regular maintenance, Month, Season, Day of week)

  • Recurrence: How the event recurs (fluctuates, one-time event, or same day each month, week, or year)

  • Example start date: The beginning of the date range in which the event will be recurring

  • Example end date: The end of the date range in which the event will be recurring

• Remove selected events: removes any selected events in the smart table from the calendar or schedule

• Set schedule for selected: Lets you set the timeslot for any selected events in the smart table

  You can configure the following:

  • Set behavior: Determines what to do with timeslots that are already scheduled (either Create new or Overwrite existing timeslots)

  • Site status: The status of the site or location for the scheduled timeslot (occupied or unoccupied)

  • Timeslot label: Indicates the label or status related to the event (such as occupied or operating)

  • Occupied time: The amount of time during the timeslot in which the site or location will be occupied

  • Unoccupied time: The amount of time during the timeslot in which the site or location will be unoccupied

This page lets you manage the selected schedule or calendar via a calendar view, showing the calendar as a week, month, day, or list view.

Select an event on the calendar to view/edit its details, or click on the calendar for the day and time on which you want a new event to occur. Event details include:

• Event name (read only): The name of the event, usually identifying the day of the event (Monday, Tuesday, Summer Mondays, and so on)

• Timeslot label: Indicates the label or status related to the event (such as occupied or operating)

• Start time: The start date and time for the event

• End time: The end date and time for the event

• Date range: The date range in which the event will be recurring, based on a season or month, or some other category in which the effective start and end dates are pre-defined; using this option displays another Date range field showing the effective start and end dates for the range selected

• Effective start date: The beginning of the date range in which the event will be recurring

• Effective end date: The end of the date range in which the event will be recurring

• check boxes indicating the days of the week on which the event will occur

Create a one-time event with a new Event name.

1. Click a blank area on the calendar for the day and time on which you want the event to occur.

2. Open the Event menu and select Add new.

3. Enter the new event Name.

4. Set the Event type to Special case, Special circumstance maintenance, or Holiday.

5. Set the Recurrence to One-time event.

   This is the only option.

6. Save the new event name and fill in the rest of the details for the one-time event.