Managing Scheduling

Select Scheduling from the  (Project Menu) to access the Scheduling Log page. All of the items are automatically logged and categorized by Draft, FIO, Proposed, Pending Comments (In Discussion), Pending Complete, Approved and Deleted.

How do I create a new Schedule For Information Only?

1. Select the  icon at the upper right of the window.

2. The Add Schedule page will be displayed with several fields for you to fill out.

3. Click the  button at the bottom of the page once you have filled out the fields.

4. The Schedule will be displayed with a red DRAFT VERSION header and the information from the fields you completed. It is ready to for proofing and adding attachments; however, it is not formally issued until the  button is clicked.

5. Optional: Select the + icon to the right of the Attachments header. An Add Attachment window will be displayed.

1. Select the "Click to select files" button to display a dialogue window from which you can navigate from your local desktop to the desired files.
2. Select the desired files and then select the Open button.
3. The Add Attachment window will display a file upload status bar followed by a list of files successfully attached to the draft.
4. Select the Close Window icon (X) in the upper right.

6. The Schedule is still in DRAFT mode, and now lists any attachments added.

7. Optional: Select the + icon to the right of the Email Recipients header. An Add Email Recipients window will be displayed.

1. Select the Add Group or Add Contact check boxes next to the Group and/or team members that need to see the item, followed by Save Information.

8. The Schedule is still in DRAFT mode, and now lists any new team members added to the e-mail recipients list.

9. Perform a final review of the Schedule and if anything needs revising you can click the  button and make any necessary changes.

10. Once you are ready to distribute, click the "FIO - For Information Only" button and MasterLibrary will automatically send an e-mail to everyone in the E-mail Recipients list and attach a PDF of the Schedule (and any attachments) to that e-mail.

How do I Propose a new Schedule?

1. Select the  icon at the upper right of the window.

2. The Add Schedule page will be displayed with several fields for you to fill out.

3. Click the  button at the bottom of the page once you have filled out the fields.

4. The Schedule will be displayed with a red DRAFT VERSION header and the information from the fields you completed. It is ready to for proofing and adding attachments; however, it is not formally issued until the  button is clicked.

5. Optional: Select the + icon to the right of the Attachments header. An Add Attachment window will be displayed.

1. Select the "Click to select files" button to display a dialogue window from which you can navigate from your local desktop to the desired files.
2. Select the desired files and then select the Open button.
3. The Add Attachment window will display a file upload status bar followed by a list of files successfully attached to the draft.
4. Select the Close Window icon (X) in the upper right.

6. The Schedule is still in DRAFT mode, and now lists any attachments added.

7. Optional: Select the + icon to the right of the Email Recipients header. An Add Email Recipients window will be displayed.

1. Select the Add Group or Add Contact check boxes next to the Group and/or team members that need to see the item, followed by Save Information.
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8. The Schedule is still in DRAFT mode, and now lists any new team members added to the e-mail recipients list.

9. Perform a final review of the Schedule and if anything needs revising you can click the  button and make any necessary changes.

10. Once you are ready to distribute, click the "Propose Schedule" button and MasterLibrary will automatically send an e-mail to everyone in the E-mail Recipients list and attach a PDF of the Schedule (and any attachments) to that e-mail.

How do I initiate discussion on a Schedule?

1. Once it has been Proposed the Recipient will have the option to  allowing other people to weigh in with their comments.

2. Anyone in the E-mail Recipients list is then able to enter comments of their own.

3. All comments are immediately e-mailed out to the E-mail Recipients on the item.

How do I add a comment to a Schedule?

1. Once it has entered a "Pending Comments" status, anyone who is on the E-mail Recipients List will now see  which will allow them to enter their comment.

2. Clicking that button will then show a textbox for the user to enter their Comments.

3. All comments are immediately e-mailed out to the E-mail Recipients on the item.

How do I close the discussion on a Schedule?

1. The Recipient will have the option to  at any point during this comment phase which will block users from posting new comments.

How do I Approve a Proposed Schedule?

1. Once a Proposed Schedule has gone through discussion and has been closed, the Action By will see a  button which will again send an e-mail to everyone in the E-mail Recipients list.

Who can perform what actions at each status?

    Draft

• Entered By can "Propose Schedule", distribute "FIO - For Information Only", or or

    Proposed

• Action By can

    Pending Comments

• Any E-mail Recipients can

• Action By can

    Pending Complete

• Action By can