Schedules

v2.20.1

Schedules are reusable time-window definitions that you attach to other features - most commonly to notifications and access control rules - to control when those features are active. Once created, a schedule can be referenced by any number of notification rules or report configurations.

Path: Settings → Schedules

Schedule status

StatusDescription
ActiveThe current date/time falls within the schedule’s date range and active time window
InactiveThe current time is outside its defined hours, or it has not started yet
ExpiredThe schedule’s end date has passed. It will never fire again until the end date is updated

Recurrence types

RecurrenceDescription
DailyActive every day between the start and end time
WeeklyActive on selected days of the week between the start and end time
MonthlyActive on a specific day of the month between the start and end time
OnceA one-time window with specific start and end dates and times

Toolbar

IconToolDescription
addAdd ScheduleOpens the dialog to create a new schedule
export to excelExport to ExcelDownloads the schedule list as an Excel file. Disabled when there is no data
editEditOpens the edit dialog for the selected schedule. Disabled when zero or more than one row is selected
deleteDeleteDeletes the selected schedule. Disabled when zero or more than one row is selected
table settingsTable SettingsOpens the column visibility panel. Disabled when there is no data

A search bar is available to filter schedules by name.

Create a schedule

1

Open the Schedules section

Go to Settings → Schedules.

2

Open the creation dialog

Click the Add Schedule button in the toolbar.

3

Fill in the schedule details

FieldRequiredDescription
NameYesA descriptive name - e.g. “Night Shift” or “Weekend Hours”
RecurrenceYesHow often the schedule repeats: Daily, Weekly, Monthly, or Once
Start dateYesThe calendar date from which the schedule becomes valid
Start timeYesThe time of day the active window opens (HH:mm)
End dateYesThe calendar date after which the schedule expires. Leave blank for an open-ended schedule
End timeYesThe time of day the active window closes (HH:mm)
4

Set business unit visibility (optional)

By default the schedule is visible to all Business Unit administrators. To restrict it to specific BUs, use the Business unit search panel on the right side of the dialog and tick the BUs that should have access to this schedule.

5

Save

Click Save to create the schedule. It appears in the list with its calculated status (Active, Inactive, or Expired).

Note: A schedule without an end date remains active indefinitely until manually deleted or its end date is set.

Edit a schedule

1

Select the schedule

Click the schedule row you want to modify.

2

Open the edit dialog

Click Edit in the toolbar. The dialog opens with the current values pre-filled.

3

Save changes

Update the required fields and click Save, or Cancel to discard.

Editing active schedules

Editing a schedule already assigned to active notifications or reports takes effect immediately. Any active time windows will reflect the updated configuration at their next evaluation.

Note for BU Admins: Schedules that are not scoped to your Business Unit (global schedules) cannot be edited or deleted by BU Admins. The Edit and Delete buttons are disabled for these schedules.

Delete a schedule

1

Select the schedule

Click the schedule row you want to remove.

2

Delete and confirm

Click Delete in the toolbar. In the confirmation dialog, click Confirm to proceed or Cancel to abort.

Deleting referenced schedules

If the deleted schedule was attached to a notification or access rule, that rule will no longer have a time restriction and may behave differently. Review any notifications or rules that used the deleted schedule after deletion.

Business unit scope

Note: When assigning a schedule to a notification or report, only schedules within your BU scope (or global schedules) appear in the selection list.