Primary

Disallow resource conflicts

If ResSched should not permit general users to double book resources, check this box. Resource and System Administrators can still choose to double book the resource.

Check for client conflicts

ResSched will alert the user any time a booking will cause a client to be double booked.  Useful when a client is an individual.

Client required for all bookings

Every booking must have a client entry, even if it is just 'No Client'.

Lock bookings

If ResSched should lock new bookings as a default, check this box.

Enable actual times

If you wish to collect the actual times a resource is used, as well as when it is scheduled, check this box.

Allow private bookings

This feature allows users to make bookings that only they can see.

Optimize for many resources

If bookings will be spread over many resources, check this box. If bookings are concentrated on just a few resources, leave this box unchecked. The precise point at which ResSched should be optimized for many resources varies from organization to organization and over time, so some experimenting is useful.

Cache resource data on startup

When this box is checked, resource data will be cached when a user starts ResSched. Caching improves the program performance, but because the cache is loaded on startup, changes made to the resource data by Resource or System Administrators will not show up until ResSched is restarted.   Booking information is not never cached, however, so resource availability and conflict checking are not affected by caching.  Caching resources is particularly useful if an organization wants to limit those users who can view or book certain resources, or use color to designate resources. 

Cache client data on startup

When this box is checked, client data will be cached. This improves the program response rate, but changes to client data will not be visible until ResSched is restarted.  Do not use caching if you routinely add or change client information (other than bookings) more frequently than your users start ResSched.

Many, variable clients

If you have large numbers of clients (> 1000) and must change the client list too often to use the Cache Client option, check this box.  This option gives good performance browsing large client lists  using the locator, but the vertical scroll bar is less functional.

Bookings can cross midnight

If you have booking occurrences that start on one calendar day and end on another, such as for shift work or equipment operations,  check this box.   When turned on, you will need to enter an end date as well as an end time for each booking.  If you check this box,  you must specify the maximum number of days in a single occurrence of a booking.  The larger the number of maximum days, the more work ResSched must do for conflict checking and schedule views, so keep it to the minimum required.

With this option checked, ResSched will consider occurrences as running 24 hours a day/7 days a week from the start time on the start date until the end time on the end date. If you just wish to book a resource during for business hours for several days in a row,  you should use repeat bookings instead of this feature.

Maximum days in advance

This spin box limits how many days in advance that users can book resources. If set to 0, there is no limit on how far in the future users can book resources.

Hours between backups

For Standard Edition and Local version of the Corporate Edition only. ResSched does a cascading backup cycle of its data files (resdata.tps). The first backup file is resdata.bk1. A second set, with the .bak extension, is created from the old .bk1 files. If a number greater than 0 is entered in this spin box, when ResSched is closed it will do this backup cycle if more than the specified number of hours has passed since the last backup cycle.

If your resdata.tps file is somehow corrupted, you can rename one of the backup files to resdata.tps and start again with only limited data loss. This backup cycle can be a drain on network resources, so you must balance how often you wish to back up your data. The default value is 24.

Please Note: these backup files are NOT a substitute for regular back ups to external media. Because they are located in the same directory as the data files, they are just as vulnerable.

General and reserve users

Allow general users to add clients

If general users should be able to add new clients to ResSched, check this box. Otherwise, only System and Resource Administrators can add clients.

Allow general users to add categories

If general users should be able to add new categories check this box. Otherwise, only System and Resource Administrators can add categories.

Status used by reserve user

A reserve user is limited to making bookings with only one status.  You must select that status from the existing list of statuses available.  Go to the Status Colors tab to add a new status or change an existing status and its colors.

Reserve users can only view their own bookings

The reserve user can see the booking details of only their own bookings.

Default and routine entries

Default and routine entry values are used to speed up the booking entry process for users. When making a new booking, the default values are automatically displayed and the routine values are available from drop-down lists. Users can accept or change any of these values when making a booking.

Start time

The time that is initially displayed when creating a booking. Set the default start time either near the middle of the active part of your organization's day or close to the time when many bookings are scheduled. The default start time is displayed in your Windows time format,  but you can use any standard time format to enter it.

Duration

The default duration is added to the start time to display a proposed end time. If many of your bookings are for the same length of time, this feature saves having to enter that information numerous times. Use the Hours:Minutes format to enter the default duration or click the Down Arrow button to select a duration from the drop-down list.

Routine durations

A list of commonly used duration times that can be selected from drop-down lists  when booking resources. To change the list, click this button. The current list will appear to which you can add a new duration (Add button), or change or delete an existing routine duration. Users can add their own routine durations to this system wide list.

Booking

If many of your bookings are the same type, you may wish to enter a default booking which will be automatically displayed when creating a new booking. Enter the default booking name manually or choose from any existing routine bookings from the drop list.

Routine bookings

Click this button to create or edit a list of routine booking names that can be selected from a drop-down list when making a new booking.  It calls the bookingsthe list of current routine bookins you can add to or change The current list of routine bookings will appear, to which you can add others by clicking the Add button, or you can change or delete one of the existing routine bookings. Users can add their own routine bookings to this system-wide list.

Client

If one client represents a significant number of bookings, you may wish to make that client the default. Click the Down Arrow button to select a client as the default. If you expect to make many bookings without any client, consider selecting 'No Client' as the default client.

Resource

If one resource is being booked a significant portion of the time, you may wish to make that resource the default. Click the Down Arrow button to select a resource as the default. Once selected as default, a resource will be placed in the resource list for every new booking.

Category

If one category represents a significant number of bookings, you may wish to make that category the default. Click the Down Arrow button to select a category as the default.

Scan display settings

Scan settings are the initial values used when a Scan window is opened. ResSched also uses some of this information to create drop-down lists for selecting start and end times when adding bookings. 

Begin work day

The normal start of the work day for your organization. Bookings that occur before this time are shown in the Scan functions as 'Before' this time.

End work day

The normal end of the work day in your organization. Bookings that occur after this time are shown in the Scan functions as 'After' this time.

Interval

The amount of time you wish to cover with one time slot when using Scan functions. With large intervals, Scan functions take less space on the screen or paper, but booking information often overlaps. Small intervals provide better distinction between bookings, but take up more screen and paper space.

Scan width

The width of each column in the Scan Group Booking. Narrower columns let you fit more resources on a page, but reduce the amount of text shown in booked time slots.

Scan height

The height of each row in the Scan display functions. Short rows let you see more time slots, but may be difficult to read.

Scan text

The text to be shown in the booked time slots of Scan functions. You can choose among showing no text, the booking name, the client's name, or the first three letters of the booking, and use the remaining space for the client's name.

Background color

Users can choose the background color of their scans. The calls a color selection window and Reset restores the default background color.

Default Settings

Notify when booking...

Two check boxes are available for checking whether the user should be notified if a booking involves a weekend or is outside the normal work day.  The Weekend check box also controls whether printed week scans show 5 or 7 days.

Browse Period

To use the Browse Bookings window,  the user must specify both a start and end date.  When the window opens the current date is shown as the start date.  This entry sets the number of days after the start date that is shown for the end date.   The user can change the proposed start and end dates before generating the Browse.

SPECIAL DAYS TAB

Special days are those days that you wish to be treated differently when scheduling bookings. Religious or civic holidays and vacations are possible special days periods. Once you identify a special days period, you will be notified of a possible conflict before bookings are scheduled in that period. The special days list box includes start and end dates and a description for the period.

Add

Calls the Add/Update Special Day Period window for you to enter the information for the special day period.

Open

For the selected special day period, calls the Add/Update Special Day Period window for you to edit.

Delete

Deletes the selected special day period.

Add File

Lets you add five years of public holidays to ResSched as special days. See: Special Days, Set. 

SECURITY and MAINTENANCE TAB

Use network user name

If this login box is checked, ResSched will automatically fill in the user's network login in the User Name field when ResSched starts up.  Each network user name must be added to ResSched's list of users before this function will work.

Skip Password

If Use Network User Name has been turned on, this option is enabled.  If turned on, ResSched assumes that a user who is properly logged on to the network is also the ResSched user in question and will not have to log in to ResSched.  

Save user name between sessions

Each time ResSched is started, the user name of the last user to use ResSched on the workstation will entered for log in.  The user must still enter the right password.  This function is disabled if Use network user name is turned on.

Login Tries Allowed

The maximum number of consecutive failed attempts to enter a password that ResSched will allow before suspending the user's access. If this field is set to 0, there is no limit.

Allow view only users to change password

System administrators can allow or disallow view only users from changing their passwords. Licensees with the unlimited view-only option can should turn this option off if they are using a shared view only user ID.

STATUS COLORS TAB

The Status and Colors Tab shows the colors associated with each status level and how those color s look in the Browse and Scan displays.   The Scan color selections are the reverse of the foreground/background selections of the Browse windows.  There must always be one status with status number of 0 in the list.

Add

Add a new status to ResSched, using the Add/Update Status Colors Window

Change

Change the color or name of the selected status using the Add/Update Status Colors.

Delete

Delete the selected status from ResSched.