LESSON INFO

Audience

  • Scheduling administrators who maintain Schedule Item Types.
  • Planners who need consistent, selectable types when creating schedule entries.

Prerequisites

  • You can navigate to Administration.
  • You have permission to view Schedule Item Types.
  • If you will create, edit, deactivate, or delete types, you have the corresponding permissions (see Roles and permissions below).

Skills you’ll build

  • You can create a minimum set of Schedule Item Types with clear names and optional attributes (Transportation Mode, Direction, Required Equipment, Product Type).
  • You can safely activate, deactivate, and (where permitted) delete Schedule Item Types.
  • You can verify that your types are available to downstream configuration (Schedule Item Type Rules).

LESSON OUTLINE

What a Schedule Item Type is

  • A Schedule Item Type is a class of Schedule Item. Schedule Items can have different preset attribute sets across different facilities & locations.
  • Schedule Item Types are maintained in Administration → Scheduling Maintenance → Schedule Item Type.
  • A type can optionally capture operational attributes:
    • Transportation Mode
    • Direction
    • Required Equipment
    • Product Type
    • Material Type
  • A type can also include visual styling using Foreground Color, Background Color, and “Closed” foreground/background colors.
  • Schedule Item Types have an Active status (via the active or inactive flag).

Create one test type end-to-end

  1. Go to Administration → Scheduling Maintenance → Schedule Item Type.
  2. Select New.
  3. Enter required fields:
    • Name (required).
  4. Optional: enter any of the following if your site uses them:
    • Description
    • Foreground and Background colors
    • Closed Foreground and Closed Background colors
    • Transportation Mode
    • Direction
    • Required Equipment
    • Product Type
    • Material Type
    • Email
      • Used to send details of a schedule item on completion.
  5. Select Save & Close.
  6. In the grid, confirm the new row appears and is Active.

Safe edits

Before you edit

  • Decide whether you need a new type (safer) versus modifying an existing type.
  • If you plan to delete, confirm it is not referenced anywhere first.
    • Server-side delete fails when downstream references exist.

Edit fields

  1. In the grid, select the record to open the Edit Schedule Item Type form.
  2. Make your change.
  3. Use Save (stays on the form) or Save & Close.

Deactivate instead of delete

  • Use Deactivate on the form, or select the record(s) on the grid and select Inactivate.
  • Confirm when prompted.
  • Note: deactivation is saved immediately on confirmation, without requiring a separate save.

Activate

  • Use Activate to bring an inactive type back into use.

Verification

  1. Grid verification
    • Confirm the type is present in the Schedule Item Type grid.
    • Confirm Active status is correct.
  2. Downstream dependency check: Schedule Item Type Rules
    • Go to Administration → Scheduling Maintenance → Schedule Item Type Rules.
    • Select New.
    • Open the Schedule Item Type drop-down and confirm your type appears.
      • The spec states this list includes Active Schedule Item Types.
    • Select your type and confirm the read-only fields populate from the Schedule Item Type:
      • Product Type (read-only)
      • Transportation Mode (read-only)
      • Direction (read-only)

COMMON ISSUES

    • Likely cause

      • The type is inactive.

    • Checks

      • In the Schedule Item Type grid, confirm the record is Active.

    • Fix

      • Activate the type and re-open the New Schedule Item Type Rule form.

    • Likely cause

      • The record is referenced by another entity.

    • Checks

      • Attempt delete and note that the spec states server-side delete fails when any entities reference the record.

    • Fix

      • Prefer Deactivate to remove it from selection lists.

      • If deletion is required, remove dependent records first, then delete.