Consider the Organizer list as 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:
- The Task list
- The Information list
- The System Event 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. When you complete the scheduled task, the Completed check box is automatically selected by the system—or you can manually select the check box.
The following table describes how to work with the Task list.
| Action | Steps |
|---|---|
|
Start a Task |
Either click the task and then click the button—or double-click the task. |
|
Edit a Task |
Either click the task and click the button—or click the button next to the task. In the Scheduler, change the information as necessary. |
|
Delete a Task |
Either click the task, click the button, and confirm the deletion—or click the button next to the task, click in the Scheduler, and confirm the deletion. |
|
Display the task's Note page |
Right-click the task, edit the information as necessary on the Notes page, and then click 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. |
|
Manually change status to Completed |
Either select the Completed check box —or click the task, click the button, and then select the This Item is Complete check box in the Scheduler. Note: For many tasks, the system detects when the task is complete and automatically selects the Completed check box. |
|
Change status to not completed |
Either clear the Completed check box—or click the task, click the button, and clear the This Item is Complete check box in the Scheduler. Note: 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 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 check box indicates the completion status. However, the system cannot detect whether or not an information item is complete. You must manually change an information item's status.
The following table describes how to work with the Information list.
| Action | Steps |
|---|---|
|
Edit an Information Item |
Either click the information item and click the button—or click the button next to the information item. In the Scheduler, change the information as necessary. |
|
Delete an Information Item |
Either click the information item, click the button, and confirm the deletion—or click the button next to the information item, click in the Scheduler, and confirm the deletion. |
|
Display the item’s Note page |
Right-click the information item, edit the information as necessary on the Notes page, and then click 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 |
Either select the Completed check box — or click the information item, click the button, and then select the This Item is Complete check box in the Scheduler. |
|
Change status to not completed |
Either clear the Completed check box—or click the information item, click the button, and clear the This Item is Complete check box in the Scheduler. |
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—any Action, Process, Analysis, Report, Rule, or Detail.
You can also schedule an information item as a system event. 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.
| Action | Steps |
|---|---|
|
Edit a system event |
Either click the system event and click the button—or click the button next to the information item. In the Scheduler, change the information as necessary. Note: Only the user for whom the system event is scheduled can edit it. |
|
Delete a system event |
Either click the system event, click the button, and confirm the deletion—or click the button next to the system event, click in the Scheduler, and confirm the deletion. Note: Only the user for whom the system event is scheduled can delete it. |
|
Display the system event's Note page |
Right-click the system event, edit the information as necessary on the Notes page, and then click 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. |