Schedule Type Settings

Scheduling properties set up in the Schedule Type Settings tab of the Edit Schedule Settings window apply at the facility type level. Some scheduling properties inherit settings from those previously set up in the Time Between Survey Settings tab. Inherited settings changed at the facility type level override and have precedent over those in the Time Between Survey Settings tab.

Complete the following steps to set up scheduling properties at the facility type level:

Click Data Entry > Edit Schedule Settings and then the Schedule Type Settings tab.

Schedule Type Settings Tab
Select the facility type you want to work with:
- To select a facility type theme, select a theme from the Facility Types drop-down list.
- To select multiple facility types, click the Ad Hoc Theme radio button and then select one or more facility types, such as Test Point, Rectifier, or Foreign Bond.
  
  An Ad Hoc Theme only applies to the current session and is not saved. A facility type is selected when a check mark appears inside the check box. To clear the check mark, click the check box again.
Refer to the following table for a description of facility type scheduling properties and how to set up each of these.

Certain property names in the following table include an asterisk *). The asterisk identifies scheduling properties you can set at the facility type level that will override and take precedent over those in the Time Between Survey Settings tab.

Schedule Type Settings
Property Name	Property Description
Selected	Include or exclude schedule settings at the facility type level when generating a schedule with facilities due for inspection. To include or exclude schedule settings, click Selected to display a drop down arrow and select one of the following options from the drop-down list: No: Excludes schedule settings when generating a schedule. Yes: Includes schedule settings when generating a schedule. Auto Select: If an Auto Select Expression has previously been created, select to include the expression with other schedule settings when generating a schedule. Refer to Auto Select Expression (below) for information about how to create an expression.
Scheduling Type Name	A named set of schedule settings for a facility type, such as Periodic Rectifier or Annual Rectifier. To add a new scheduling type: Select a Facility Types theme or set up an Ad Hoc Theme with a facility type you want to add a new scheduling type. Click Add to open the Add Schedule Type window. Add Schedule Type Window Enter a name for the new scheduling type in the Scheduling Type Name field. Set up schedule settings as required. Click Save to save the schedule.
Auto Select Expression	A database query set up for a scheduling type that defines the criteria for including specific facilities in a survey schedule. The expression is a combination of an operator, PCS field, condition, and user-selected criteria. To create an expression for a scheduling type: In the Auto Select Expression column, click Create Expression to display an ellipsis button (…). Click the button to open the Auto Select Expression window. Select an expression operator by selecting either New 'And' Group or New 'Or' Group. Type a name for the expression in the Filter Group Caption field. Auto Select Expression - New And Group Set up expression fields. To set up a field, click the down arrow and select a PCS field. Click the down arrow and select a condition, such as Is equal to or Is missing, and type a criteria in the last expression field if the field is present. This field is present based on selections in the previous two expression fields. Click icon to add additional fields. Click Save.
Scheduling Priority	Facilities due for inspection are scheduled for survey at the facility type level based on the priority level of the scheduling type. Priority level is any value from 1 to 99 with 1 being the highest priority. To set a priority level at the facility type level for a scheduling type: Verify Yes is set for the Only Highest Priority Due Is Scheduled scheduling property. Enter a value for Scheduling Priority using any number from 1 to 99. A priority level set at the facility type level can be overridden at the ROW level in the Hierarchy Level Overrides tab.
Due Date Calculation Method	Facilities due for inspection are scheduled for survey at the facility type level based on the due date calculation method of the scheduling type. To set a due date calculation method for a scheduling type, click the field under Due Date Calculation Method column in a row to display a drop-down arrow and select one of the following options: Due Date Calculation Method Drop-down List Targets: Facilities due for inspection are scheduled for survey based on the Last Inspection Date, Target Month and Target Year. Last Survey: Facilities due for inspection are scheduled for survey based on the Last Inspection Date and setting for the Time Between Surveys scheduling property. X years/Y%: Facilities due for inspection are scheduled for survey based on the Last Inspection Date and settings for the Time Between Surveys. Multi-Year Survey Start, and Minimum Percent Scheduled scheduling properties.
Only Highest Priority Due Is Scheduled	If the scheduling type is set up with a Scheduling Priority level, include only those facilities with the highest priority level that are due for inspection in the survey schedule. For a scheduling type listed in the Scheduling Type Name column, click the Only Highest Priority Due Is Scheduledfield to display a drop-down arrow. Click the down arrow and select one of the following options: Only Highest Priority Due Is Schedule Drop-down List Yes: Only those facilities due for inspection with the highest priority level are scheduled for survey. No: Any facility due for inspection is scheduled for survey.
Percent Needed to Complete Survey	A value from 0 to 100 indicating the percentage of facilities that must be surveyed before the survey (annual or multi-year) is considered complete. To set a percentage: Enter a value in the Percent Needed To Complete Survey field for a scheduling type listed in Scheduling Type Name.
*Time Between Surveys	Number of months or years between inspections. To set the time between surveys: For a scheduling type listed in Scheduling Type Name, click the Time Between Surveys field to display a drop down arrow. Time Between Surveys Drop-down List Click the down arrow and select the number of months or years from the selection list.
*Target Month	Used only when Targets is selected as the scheduling method. Refers to the first survey month. Options in the selection list are based on the Time Between Survey value. As an example, if Time Between Surveys is 2 months and the Target Month (first survey month) is January, surveys are set at 2 month intervals beginning in January. The next survey is due in March, the next in May, and so on. To set the target month: For a scheduling type listed in Scheduling Type Name, click the Target Month field to display a drop down arrow. Target Month Drop-down List Click the down arrow and select a month in the selection list.
*Target Year	Used only when Targets is selected as the scheduling method. Refers to the first survey year when Time Between Surveys is more than 12 months. To set the target year: For a scheduling type listed in Scheduling Type Name, click the Target Year field to display a drop down arrow. Target Year Drop-down List Click the down arrow and select a year in the selection list.
Grace Period and Grace Period Unit	Refers to a period of time in days or months an inspection can be late without incurring a compliance violation. To set a grace period for a scheduling type listed in Scheduling Type Name: Click the Grace Period Unit field to display a drop-down arrow. Grace Period Drop-down List Click the drop-down arrow and select either Days or Months in the selection list.
*Early Survey Limit Days	Refers to how early an inspection can occur before the actual due date and still count as an inspection for the survey period. To set an early survey limit for a scheduling type listed in Scheduling Type Name: Type the number of days in the Early Survey Limit Days field.
*Include Delinquent Within Days	If an inspection will become delinquent within a number of days, include the facility in the schedule with facilities due for inspection. To set a delinquent time period in days for a scheduling type listed in Scheduling Type Name: Type the number of days in the Include Delinquent Within Days field.
*Required Inspections Per Calendar Year	Number of required inspections per calendar year. To set the number of required inspections for a scheduling type listed in Scheduling Type Name: Type a value in the Required Inspections Per Calendar Year field.
*Multi-Year Survey Start	Refers to the year a multi-year survey starts. PCS uses the starting year to calculate future survey dates available for selection in the Target Year selection list. To set the starting year of a multi-year survey for a scheduling type listed in Scheduling Type Name: Type a year in the Multi-Year Survey Start field.
*Minimum Percent Scheduled	Refers to a minimum percentage of facilities that must be inspected in a multi-year survey. This setting works in conjunction with the X years/Y% due date calculation method . To set a minimum percentage of facilities that must be inspected for a scheduling type listed in Scheduling Type Name: Type a value in the Minimum Percent Scheduled field. The field supports decimal formatting, such as 30.75.
*Survey Season Start Month	Refers to the starting month in the survey season for a multi-year survey. To set the starting month in the survey season for a scheduling type listed in Scheduling Type Name: Click the Survey Season Start Month field to display a drop down arrow. Click the drop down arrow and select a starting month in the selection list.
*Survey Season End Month	Refers to the ending month in the survey season for a multi-year survey. To set the ending month in the survey season for a scheduling type listed in Scheduling Type Name: Click the Survey Season End Month field to display a drop down arrow. Click the drop down arrow and select an ending month in the selection list.
Level Work Load	Refers to PCS balancing the work load for facilities that are due for inspection in a multi-year survey. The property setting applies at the facility type level. To enable this scheduling option, click the Level Work Load check box for a scheduling type listed in Scheduling Type Name. To disable the option, clear the check mark by clicking the check box again.
Hide	Refers to hiding a scheduling type in the Facility Level Override mini-grid of the data entry grid. Hiding the mini-grid prevents scheduling changes at the facility level when working with the data entry grid based on a schedule. To enable this scheduling option, click the Hide check box for a scheduling type listed in Scheduling Type Name. To disable the option, clear the check mark by clicking the check box again.