The Scheduling page
HOW TO USE THE SCHEDULING PAGE
This section is the core page of Optima from which requests are ready to be scheduled by the engine.
It is composed of 2 sections: Upper section with charts and Bottom section with the complete Requests list.
How to review, filter or edit the Charts
The upper part of this page shows 5 charts to facilitate a quick overview of the scheduling status
Each single chart can be edited automatically through the Search Tool:
- Filtering with the search tool available on the right , it will change automatically the chart and also the list of request below.
- Changing from Bar Chart to Pie Chart type
- Removing by closing directly on the chart display window / Showing back the chart from the search toll on the 3 dots menu
How to review, filter or edit the Requests
Filtering through the Search Tool
The requests list can filtered by using the Search tool in the right part of the page too.
Using the Features menu
BULK DELETE
This is 2 steps feature that allows to remove all selected request lines at once.
BULK EDIT
Allows to edit multiple selected request lines at once for a series of parameters.
CREATE
Allows to create a single request manually.
Fields marked with a 
red triangle are mandatory
Other field might not be mandatory to leave flexibility in deciding whether to assign one or multiple, yet information are required to launch the engine.
CHECK REQUEST
Allows to initially check that all necessary information have been facilitated for the engine to properly schedule.
The column " Is Checked" in the Request List allows users to easily determine whether a request has already been checked, and if so, whether it is correct to not.
Icons with different colours allow the users to focus on the not checked yet or the problematics.
REJECT REQUEST
The Request that show ERROR icons can be rejected and request status is changed to REJECTED.
When request are coming from a group of users identified as requesters, the action of rejecting the request can be configured toprovide a notification back to its origin
CALCULATE START DATE
This feature is used when COMPLETION DATE is entered so that the system can propose best START DATE based on the request parameters.
UPLOAD REQUESTS WITH OPTIMA STANDARD EXCEL TEMPLATE
The upload option from this page is facilitated only when using Optima standard template.
The template is available in .cvs and .xlsx format in the first window and downloadable directly from there
See the files attached too to this page
HOW TO LAUNCH THE AUTOMATIC SCHEDULING
Related Articles
How to upload multiple requests with Optima template
HOW TO UPLOAD MULTIPLE REQUESTS with Optima template The feature to upload requests with Optima template is available in the Scheduling page/ Features menu/ Upload requests/Optima requests The Optima Excel file can be downloaded in .csv and .xlsx ...Report Use of Scheduling Features
How to work with the Report page of "Use of Scheduling Features" Access to the Use of scheduling features report is from the Icon below on main report page. In this section, it is possible to select a specific timeframe (ranging from 15 minutes to 4 ...Request Forms: uploading requests with Custom template
HOW TO UPLOAD MULTIPLE REQUESTS with custom template This section is personalised for customers who prefers to use a personalised request file template. The function is available under REQUEST FORMS/ submenu is then particular to each customer This ...Setting the Requests Parameters
HOW TO SET THE REQUEST PARAMETERS The following sections take through the different steps for configuring Request Parameters. Request Priority This section takes into account the different Priority levels. The priority indicates the level of urgency ...The Reports Page: access to preconfigured reports
Access to the Pre-Configured Reports This page allows to interact with reports related to instrument and people, to get useful information about allocation and availability of resources and related productivity and capacity. There are reports set by ...