Schedule Feature
The Schedule feature is designed to assist you with managing inspections and other events within the Building Permit application. You can view the Schedule for the week or month's worth of events, consolidating in one screen all inspections, events, or reminder Post-Its with which you have associated a particular date.
To access the Schedule, select Utilities | Schedule. The calendar will default to the current month, with the current day highlighted in yellow. To advance the calendar one week forward or back, use the green single arrow icons located above the calendar. To advance the calendar one month forward or back, use the green double arrow icons located above the calendar. To view the Schedule by week, select the week icon at the top left of the Schedule dialog box. The calendar will change to display the week in columns with the current day highlighted in yellow. Same as the month view, you can use the green single arrow icons located above the calendar to advance the calendar one week forward or back. To advance the calendar one month forward or back, use the green double arrow icons located above the calendar. To return to the traditional month view, simply select the month icon
.
For each day, the calendar will show any scheduled inspections or other events. If you hover over any item, a tooltip will display a brief description and any time that may be associated with the item. If you click on the item, you can see all of the item's details.
The Calendar will show the following three types of items:
- Inspections - Any Project Inspections for which an Inspection Date/Time has been indicated will appear on the Schedule. - To set an Inspection Date and Time for a new or existing Inspection, use the regular Edit Inspection Information dialog box (you can use the dropdown arrow in the Inspection Date text box to display a month picker from which you can select the Inspection Date. Alternatively, you can click on the "Inspection Date" label to display the Schedule calendar, showing you other items that have already been scheduled. To choose a date for the current Inspection, simply double-click on the day in the Schedule.). You can edit inspections directly from the Schedule. Simply, select the inspection and the Edit Inspections Information dialog box will open to update the status and/or add notes to the inspection.
- Parcel Post-Its - Any Parcel Post-Its for which the Reminder/Reminder Date option has been set will appear on the Schedule. The Reminder option allows you to associate a date on which the system will begin reminding you about the Post-It item after you log in.
- All Calendar Events - In addition to displaying Inspections and Post-Its for which a date has been indicated, the Schedule allows you to directly add Events that may not be associated with any particular Project or Parcel. For example, you can use add Events to the Schedule to remind you of upcoming meetings or appointments. To add an Event to the Schedule, right click on the particular day on the Schedule on which you wish to add an Event. From the Pop Up menu, select Add Event on... to display the Add Event dialog box in which you can enter any necessary information describing the Event.
There are several other items worth noting about the Schedule:
- Entering Times: When adding a time of day to an inspection or event, it is useful either to indicate whether it is AM or PM or else input the time using 24 Hour military time. Otherwise, the system will assume the time is in the morning. Typing any of the following will indicate 2:30 in the afternoon: "2:30 p", "14:30", "2.3 p", or "14.3". Conversely, if you just type "2:30" the system will assume you mean 2:30 AM.
- Printing a Daily Schedule: If you right-click on a particular day you can also choose to print a Daily Schedule for a single day. This will print all of the detailed information for the day's Inspections, Post-Its, and Events.
- Displaying a Day's Additional Items: Each weekday on the Schedule can display up to four items. (Weekend days can display up to two.) Once the number of items for a particular day exceeds four, the Additional Items icon will appear in the day's upper left corner. Press this icon to display the full scrollable list of daily items.
- Display Schedule on Login: If you wish to have the Schedule display automatically after you log in to the system, you can select Utilities | Display Schedule on Login. A checkmark next to the menu item will indicate that it is enabled. To disable it, simply select the menu item again.