Creating a Run Template

Creating a Run Template 

In this topic, you will review how to create and save a run template. 

We estimate that this will take 7 minutes to complete.

Let's review how to create a pairing/reserve run template for this example.

HINT 

New customers must create at least one run template prior to launching a run. Existing setups typically already have one or more templates ready from previous uses.  

Start from the Run Manager > Scheduler tab. 

Click the Add button.

Click the Run Type dropdown button.

Select which type of template you want to save. Let's choose a concurrent run type template for our pairing/reserve run in this example. You may see Concurrent, Consecutive, or Training in the Run Type dropdown, depending on your configuration. 

Click the Concurrent list item.

Click the Template Name input field.

Give the template a name. This can be any name of your choosing. 

Enter the name Test Template for this example.

Type Test Template into the Template Name Field.

Click the Credit Windows > Normal > Low > Hours > Up spin button.

Let's create our credit windows that are applicable to this run. For this example, we will use a normal credit window of 70-85 with a threshold of 75. Your values will differ depending upon the solution you want to achieve. 

HINT 

There is a spin up and a spin down button for hours and for minutes i.e., four buttons per input field. 

You can change the values either by using the spin button arrows to increase or decrease the value in the field, or you can alter the field values directly. Spin buttons increment or decrement by a value of 1, but the extra clicks have been removed to arrive at the total more quickly for this example. 

Double-click the Credit Windows > Normal > High > Hours input field.

HINT 

These input fields are split into two parts, the first for hours and the second for minutes. 

Enter 85 into the Credit Windows >Normal > High > Hours field.

Double-click the Credit Windows > Normal > Threshold > Hours input field.

Enter 75 into the Credit Windows > Normal > Threshold > Hours field.

Double-click the Credit Windows > Min Credit > High > Hours input field.

Some values can be pre-populated with default settings. They can be left as is if they are satisfactory.

 In this example, a minimum credit value of 65, maximum 75, and threshold of 70 are created. The first value does not need to be changed since it is what is wanted. 

Enter 75 into the Credit Windows > Min Credit > High > Hours field.

Double-click the Credit Windows > Min Credit > Threshold > Hours input field.

Enter 70 into the Credit Windows > Min Credit > Threshold > Hours field.

Double-click the Credit Windows > Max Credit > Low > Hours input field.

Enter 80 into the Credit Windows > Max Credit > Low > Hours field.

Let's set the Max Credit values for 80, 85, and 80. The final value will be set for you.

Double-click the Credit Windows > Max Credit > High > Hours input field.

Enter 85 into the Credit Windows > Max Credit > High > Hours field.

Double-click the Credit Windows > Max Min Credit Honoured input field.

Double-click the Credit Windows > Max Min Credit Honoured input field.

The upper limit for the number of crew members that will be awarded into the minimum credit window will now be set. In this example, only 10 crew members will be allowed into the minimum credit window. 

Enter 10 into the Credit Windows > Max Min Credit Honoured field.

This pane must be scrolled to work with all the information. Scrolling can be done using a mouse wheel, clicking the scroll bar, or using the keyboard. The keyboard will be used to move down. 

Press the PgDn key on your keyboard.

Click the Use Unstacking check box.

For this example, the pairing unstacking functionality will not be used, and so this checkbox will be deselected. If there are questions about this functionality, refer to the help file for more detailed information. 

Press the PgDn key on your keyboard.

Reserve unstacking will also be disabled for this example.

Click the Use Unstacking check box.

All changes needed for this template have been made.
 The template can now be saved by scrolling to the bottom of the page. 

Press the PgDn key on your keyboard.

Click the Save button.

SUCCESS 

Congratulations! You have successfully created a run template.

Now let's review how to edit an existing template using the one you just created. 

Click the Edit button.

Press the PgDn key on your keyboard.

For this example, enable the pairing and reserve unstacking functionality. Scroll down to the appropriate section.

Make sure you're using the Unstacking section. 

Click the Use Unstacking check box.

By selecting this option, you enable the pairing unstacking.

HINT 

You can find detailed information regarding the stack types and unstacking methods in the Help file. 

We've centered the Per Day area in the screen for you. Ensure you've scrolled to this area. 

Click the Max Stack Height > Weekday input field.

This value establishes the maximum stack heights per day. Stacks indicate how many pairings the system we are willing to leave uncovered on a given day. 

Enter 5 into the Max Stack Height > Weekday field.

Click the Max Stack Height > Weekend input field.

Type 3 into the Max Stack Height > Weekend input field. 

Click the Apply Defaults button.

Click Apply Defaults to make these values the default for Weekdays and Weekends. 

Click the Scheduler scroll bar.

You can also adjust the stack height of any individual day, if needed.

Click the scroll bar to advance to the Reserve section. 

Next, enable unstacking for Reserve. 

Click the Use Unstacking check box.

Click the Min > Weekday input field.

Similar to what you did for pairing unstacking, you will establish the minimum number of reserves needed per day. 

Enter 10 into the Min > Weekday field.

Click the Min > Weekend input field.

Enter 12 into the Min > Weekend field.

Click the Apply RES Defaults button.

Click the Save button.

Click the Delete button.

SUCCESS 

Congratulations! You have successfully edited a run template.

Next, the template will be deleted. Ensure the template to be deleted is highlighted in the list. Since there is only one template in this example, it is already selected. 

Confirm your choice to delete the selected template. 

Click the OK button.

There are no run templates listed. 

SUCCESS 

Congratulations! You have successfully deleted a run template.