Template Scheduling

Template scheduling is taking a snapshot of a previous schedule, and using that snapshot to schedule a future day.  

Creating a Template

A schedule must be created before a template can be made.  A template can be made from a from a previously scheduled day.  Skip to Step 4 if your schedule has already been created.  

Step 1 -Navigate to Trips Tab on Schedule Screen

A - Click on the Schedule tab

Step 2 - Use force scheduling to assign trips to specific run

Select a Run from the list, and use the force schedule Icon to assign the trip

Step 2a - Optional Force Scheduling

Make sure to not have any other Schedules tabs open if you schedule this way.  Immediately review your routes after doing this. 

A - Navigate to the Trip Tab

Double click within the Run field and select the Run the trip should be assigned to. Continue for each trip in the list that is required to be assigned to a specific Run. 

Step 3 - Review Schedule

A - Return to the Schedule Tab

B - Use the drop down list and review each run that you assigned trips to.  Verify that the pickups/drop-offs are in the correct order.

If the events are not in the correct order, double click and drag on any event to update it's position on the schedule. 

Step 4 - Create Template

A - Click on the Template Schedule icon

A - Give Template a Name

The name should describe what days the template is used for and what day the template was created on.  Ie, 'MWF 10/10/2018'  or 'Tuesday 10-16-2018'

B - Enter Description

Completely optional, however a recommendation is to enter the name of the user creating the template, as well the current date. 

C - Click on Create Template

Congratulations, you have created a Template Schedule!

Using a Template

If you are using a template to schedule your trips, you should always use the template before scheduling any other trips.

Step 1 - Navigate to Trips Tab on Schedule Screen

Step 2 - Select All Trips And Schedule

A - Click Select All

B - Click Schedule

Step 3 - Select Template

A - Select template from drop down list

B - Set Time Parameters

It is recommended that the default settings are left in place.

C - Click on Schedule

Deleting an Old Template

If you want to Delete an old template, follow steps below. 

• First select Template schedule, and click on Show Existing Template Schedules
  
• After selecting the schedule you want to delete, click the Red X next to it to Delete the template from your list. 
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