Understand the scheduling calendar

To ensure operational efficiency, manage and monitor automatic scheduling to quickly evaluate outcomes and address scheduling errors or gaps.

Access the calendar

To view the scheduling processes:

1. Navigate to Features > Scheduling Optimization > Automatic Scheduling > Calendar.

2. In the Filters panel, enter optional parameters:

   • Operations center

   • Models

3. Click Search.

4. In the header, define view parameters:

   • Start date: Enter the date you want the calendar to begin.

     • Note: The default is the current date plus one day.

   • View type: Select a duration from the dropdown. Some examples include:

     • 1, 2, 4, or 8 weeks

     • 1 or 2 months

Search for scheduling data

To filter the calendar for specific models or centers:

1. On the right, click Filters.

2. In the Filters panel, select operations center.

   • Models

3. In the Models field, click the Search icon.

4. In the Model list window, choose one or more operation centers.

5. Click Select.

6. Click Search.

Monitor status and details

See the status of each process in the calendar:

• Green: Completed

• Yellow: Pending

• Red: Error or canceled

• The to expand symbol Indicates multiple processes on the same day.

View quick details

To see the processing date and the start and end dates of the scheduling period, hover your mouse over a specific colored cell.

Manage scheduling

To manage scheduling, right-click a specific task in the Scheduling calendar table.

Schedule a new process

To manually set up a one-time simulation:

1. In the Define scheduling calendar table, right-click the desired task.

2. Select Schedule processing.

3. In the Schedule processing window, enter:

   • In the processing date section:

     • Day: The date when the simulation should run.

     • Hour: The time when the simulation should run.

   • In the Period to process section:

     • From: When the period should start to be processed.

     • To: When the period should be processed till.

4. Click Plan.

Note: If a process already exists for that day, a confirmation message appears.

Set up automatic processing

To create parameters for recurring automatic scheduling:

1. In the Define scheduling calendar table, right-click the desired task.

2. Select Plan processing.

3. In the Plan processing window, enter:

   • In the Implementation period section: 

     • From: When the period should start to be processed.

     • To: When the period should be processed till.

     • Processing time: The length of time to process the plan.

   • In Processing parameters section: 

     • Days to process from: 

     • Days to process to: 

4. If applicable, select the checkbox of either:

   • Exclude holidays. 

   • Exclude days before holidays.

5. Click Plan.

Delete a task

To eliminate a single task:

1. In the Scheduling calendar table, right-click the pending task.

   • Note: The task cannot have been completed yet. 

2. Click Delete processing > Confirm.

Cancel multiple tasks

To cancel processing of multiple tasks:

1. In the Scheduling calendar table, press ctrl and left-click the desired tasks.

2. Right-click the pending tasks.

3. To stop scheduled processing in that time interval, select Cancel processing.

Review logs

To view a task’s log data:

1. Right-click a task.

2. Select Scheduling log.

Review order totals

To view a table of totals for orders processed, dispatched, scheduled, or rejected:

1. In the Scheduling calendar table, right-click a task.

2. Select Scheduling totals. 

Adjust the view

If a cell is marked by the expansion icon and contains multiple processes:

1. In the Scheduling calendar table, right-click a day.

2. To see all that day’s processes, click Expand.

3. To return to the minimized daily view, click Collapse.