Editing an Interval
Creating a new interval
To create a new interval, go to the "Interval planning" area in the main menu
and select the item
under "Intervals".
General section:
Intervall No.: Enter the number manually or use the
-button. The advantage of using the
-button is that the number from the associated number range is used.
Title *: Enter a meaningful title.
Start *: Set the start date of the interval.
End: Optionally, you can enter an end date for the interval.
Delivery address *: Access the address search by clicking on the
-button. Alternatively, enter the first letters of the address name or city to facilitate the selection.
Project: To assign a project, you can create a new project via the
-button or select an existing project via the
-button. Otherwise, you can enter the name of the project and select the desired project from the list. The project field is mandatory after you have activated the interval.
Main group *: Select the proper main group from the drop-down list.
State: The status field cannot be changed.
Code: Select the identifier from the drop-down list.
All fields marked with * are mandatory. Afterwards, save the interval by clicking on the
-button. The sections
and
appear now.
In the "Documents" section, you can store files or URLs (links) that are relevant for the interval. For more information, refer to the article "Attachment of Documents".
Switch to the section
, to schedule the time ranges and activities.
Enable interval
With the
action you give the approval for the interval. Afterwards, you cannot change the "Start" field via the interface. The actions
,
,
and
appear.
Actions on active intervals
Use
to end the interval planning.
Use the
action to cancel the started interval planning.
Once an interval has been completed or cancelled, no further actions are possible.
If you want to move the start or end date of an activated interval, use the action
.
With the action
you create interval cycles up to the date entered under "To be pre-planned until". Then click on the action
. The "Result" section shows how many interval cycles you have triggered, the number of executions and assignments generated, until when the interval has been pre-planned and whether conflicts arose.
You can not only schedule executions for an interval, but also for an address or a project.