8,849
edits
Changes
no edit summary
The '''Master Schedule''' feature allows you to define a {{l1}} record and associated {{l2}} records to act as a structured template that can be copied to new {{l1}} records.
When creating a Master Schedule the startdate, enddate, starttime and endtime of the {{l1}} record and associated {{l2}} records should be created to reflect the standard schedule. The actual dates you choose don't matter: only their relationship to each other. When you copy the Master Schedule Template to create an actual schedule you will be asked to provide the startdate for the {{l1}} record. All other date and time standard fields will then be created on the new records to ensure the offset between the new dates and times matches the offset of the {{l1}} Master Schedule startdate and it's {{l2}}s.
Select the options as outlined below:
Ensure '''Copy Target''' is '''New''' Clearing the '''Copy Custom Fields''' check box will prevent any data stored within the {{l1}} [[Custom Fields]] on the Master Template will not be copied to the new {{l1}}* {{l1}} [[Standard Field]] data on the Master Template will ALWAYS be copied to the new {{l1}}.* {{l2}} [[Standard Fields]] AND [[Custom Field]] data on the {{l2}}s attached to the Master Template will ALWAYS be copied to the new {{l2}} records. Clearing the '''Copy Contacts''' check box will prevent the contacts assigned to the Master Template in the {{l1}} contacts section from being copied to the new {{l1}} record.* The {{l1}} '''Person''' field will always be blank on the new record.* The {{l1}} '''Owner''' fill will be populated with the name of the person who created the copy.* {{l2}} '''Contacts''' and '''Owner''' are NEVER copied from the {{l2}}s on the Master Template to the new {{l2}} records. Clearing the '''Copy Companies''' check box will prevent any companies assigned to the Master Template in the {{l1}} Companies section (if enabled) from being copied to the new {{l1}}.* If a Company is selected in the '''Client''' Standard Field and/or a Branch is selected in the '''Branch''' they will ALWAYS be copied to the new {{l1}} record. Select the '''Master Schedule Copy''' check box. Finally select the startdate for the new {{l1}} that will be created. The remaining dates and times for the {{l2}} records will be based on that. Click '''Copy'''. Once the new record set has been created it is best practice to change the template type of the new {{l1}}. In general, only one copy of each differing schedule should be kept on the '''Master Template''' {{l1}} [[Template]]. The exception being if you have similar schedules with different Standard and or Custom Fields in which case copying and retaining the new Master Schedule and revising it will be much easier than manually creating another similar or identical schedule. Only Level 1 {{l1}} and Level 2s {{l2}}s on the Master Template are created with the copy. Any Level 3s {{l3}}s configured on the a Master Schedule Template will not be created on the new record set.
[[Category:Universal Tracking Application]]