HOW TO SET-UP YOUR INSTRUMENTS in the  INSTRUMENT MANAGEMENT SECTION 

1. Define your Instrument Status

This section lists the different statuses that can be assigned to an instrument.

The different possible status are defined during the implementation phase

 2. Define your Instruments Groups

1. Click Create button
   
2. Assign a Name for your Instrument Group 
   
3. Insert comments ( not mandatory)
   
4. add an instrument group code ( not mandatory) - this field might be eliminated in future version
5. if the new Group created  is to be included to a Group of Groups, tick the box for Multi Instrument group
   
6. see How to create a Multi Instruments Group in next point
   
7. You can always filter your list with the Action menu
   

This is a Master Data.

An instrument group cannot be deleted if already associated to an instrument.

The different Instrument Groups are defined during the implementation phase.

Only your system administrator should be able to edit, change or delete them. 

3. Grouping your Instruments Groups

For specific tests you might want to make sure that Optima allocates different type of instruments at once.

In order to do that you will need to assign to your test a group of instrument groups when configuring your tests.

1. Create a new group in the Instrument Group page
   
2. Tick the Multi Instrument Group
3. You have just created an Instrument Group Parent
   
4. Assign the Instrument Group Child to this new Instrument Group Parent from Instrument Groups Management page 
   
5. Create a new entry for each Instrument Group Child

4. Defining your Instruments Parameters

Creating a new instrument entry: Master Data

1. Click on the Create Button
   
2. Enter the information requested in the Instrument Master Data Window
   
1. Fill in the fields within the Master Data of the Instrument, with data that make reference to the name, the description, the maximum capacity of the instrument, its working shifts, location, status, the instrument group they belong to, their availability over the weekend. 
3. Maximum Capacity refers to the total time of instrument usability in a day, irrespectively of the technicians' shift. To feed in this piece of info, use numbers in minutes format only (eg 24 hours = 1440 min).
   
4. Assign the Shift, Location, Status, Instrument Group already defined previously in other Configuration or Setting pages.
   
5. Available Weekends: Indicate if the instrument should be operative also during week end ( YES/NO)
   
6. Click on the Create Button to save the configuration and create the instrument into the system

The Reschedule Instrument button allows to re-elaborate the schedules. 

   IMPORTANT: in order to book an instrument for a specific Task Type,      the Request Status Id should be “TO BE PROCESSED”. 

Any other status will be ignored by the engine when the scheduling is launched through the book instruments Button. 

Creating a new instrument entry: Recurring Tasks

1. If task must be performed daily: indicate ALLDAY
   
2. If task must be performed weekly: indicate the day of the week in English in capital letter
   
3.  If task must be performed monthly: indicate number of the day from 1 to 28 or alternatively, indicate day of the week + week number [from 1 to 4] (example:  MONDAY1, THURSDAY3
   
4.  If  task must be performed yearly: indicate ALLYEAR

Frequency every:       Indicate how often the task must be repeated (ex: monthly, 2 = every 2 month)

Num Repetitions:      Indicate the number of repetitions to be scheduled      

Last recurring date:  Indicate the last date in which the task must be scheduled

Next Instance:          Indicate the first date to schedule the recurring task

Request status Id:     Indicate the status of the request for the scheduling of the recurring task. 

All recurring tasks can be edited by clicking on the Edit Icon; then on Apply Changes, edits can be saved. 

​By clicking on the Delete button, the single entry can ben erased.

 NOTE: The status of the request must be “TO BE PROCESSED”,  in order for the engine to consider the request and actually schedule it. Any other status will be ignored by the engine when launched through Schedule Recurring Tasks Button.