Use the Organizer Lists

Consider these your "to-do" lists. You use the Scheduler to place items on these lists. At a glance, you can browse through all tasks, information items and system events that were placed on your Organizer for the selected day.

Items on the list are either completed or uncompleted. All uncompleted tasks and information items scheduled for dates prior to the current day are rolled over when you log on to the system.

There are three lists in the Organizer

Use the Task List

A task is an Action, Process, Report, Analysis, Rule, or Detail. When you schedule a task, it appears on your Organizer or another user's Organizer if you scheduled it for someone else.

The Task list shows all tasks scheduled for you. At the time you complete the scheduled task, the Completed field is automatically selected, indicating the task has been completed.

The following table describes how to work with the Task list.

To	Do This
Start a Task	Click the task and click the Execute a Task button. -or- Double-click the task.
Edit a Task	Click the task and click the Edit Item in Scheduler button. -or- Click the + button next to the task. The Scheduler appears. Change the necessary information.
Delete a Task	Click the task and click the Delete Item in Scheduler button. Confirm the deletion. -or- Click the + button next to the task. The Scheduler appears. Click Delete. Confirm the deletion.
Display the task's Note page	Right-click the task. The Notes page opens. Edit the information as necessary. Click OK to save your changes and return to the Organizer. You can also edit Notes in the Scheduler.
See tasks that extend beyond the list	Use the vertical and horizontal scroll bars.
Change status to Completed	Select the Completed check box. -or- Click the task and click the Edit button to open the Scheduler. Select the This Item is Complete check box. -or- The system detects when the item is complete and automatically selects the Completed check box.
Change status to not completed	Clear the Completed check box. -or- Click the task and click the Edit button to open the Scheduler. Clear the This Item is Complete check box. You can only clear a Completed check box for tasks completed on the current day. When viewing past dates, you cannot change the status to not completed.

Use the Information List

Use the Information list to schedule any type of information. You can use this as a personal to-do list to remind yourself of anything from scheduling a meeting to making hotel reservations for your next business trip.

Like the Task list, the Completed field indicates the completion status. However, an information item is not an Action, Process, Analysis, Report, Rule, or Detail, so your system cannot detect whether or not it is complete. You must change an information item's status.

The following table describes how to work with the Information list.

To	Do This
Edit an Information Item	Click the information item and click the Edit Item in Scheduler button to open the Scheduler. -or- Click the + button next to the item to open the Scheduler. Change the necessary information.
Delete an Information Item	Click the information item and click the Delete Item in Scheduler button. Confirm the deletion. -or- Click the + button next to the item. The Scheduler appears. Click Delete. Confirm the deletion.
Display the item’s Note page	Right-click the Information item. The Notes page opens. Edit the information as necessary. Click OK to save your changes and return to the Organizer. You can also edit Notes in the Scheduler.
See items that extend beyond the list	Use the vertical and horizontal scroll bars.
Change status to Completed	Select the Completed check box. -or- Click the information item and click the Edit button to open the Scheduler. Select the This Item is Complete check box.
Change status to not completed	Clear the Completed check box. -or- Click the information item and click the Edit button to open the Scheduler. Clear the This Item is Complete check box.

Use the System Event List

If you need to schedule a task that pertains to the entire system, you can schedule a system event. You can schedule any task to be a system event, that is, any Action, Process, Analysis, Report, Rule, or Detail.

You can also schedule an information item as a system event if you like. For example, you can remind everyone to back up their databases every Friday.

The following table describes how to work with the System Event list.

To	Do This
Edit a system event	Click the system event and click the Edit Item in Scheduler button to open the Scheduler. -or- Click the + button next to the event to open the Scheduler. Change the necessary information. Only the user for whom the system event is scheduled can edit it.
Delete a system event	Click the system event field and click the Delete Item in Scheduler button. Confirm the deletion. -or- Click the + button next to the event. The Scheduler appears. Click Delete. Confirm the deletion. Only the user for whom the system event is scheduled can edit it.
Display the system event's Note page	Right-click the system event. The Notes page opens. Edit the information as necessary. Click OK to save your changes and return to the Organizer.
See items that extend beyond the list	Use the vertical and horizontal scroll bars.