1 Introduction
Creating a run template
In this topic, we review how to create and save a run template.
We estimate that this will take 7 minutes to complete.
2 Detailed Explanation
For this example, let's review how to create a pairing/reserve run template.
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. In this example, let's choose a concurrent run type template for our pairing/reserve run. Depending on your configuration, you may see Concurrent, Consecutive, or Training in the Run Type dropdown.
Click
the Concurrent list
item.
Click
the Template Name input
field.
Give the template a name. This can be any name of your choosing.
For this example, enter the name Test Template.
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. These numbers are an example. 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 as we just did, or you can alter the field values directly. Spin buttons increment or decrement by a value of 1, but for this example we have removed the extra clicks to arrive at the total more quickly.
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. If you are happy with them,
they can be left as is.
In this example
we create a minimum credit value of 65, maximum 75 and threshold
of 70. Since the first value is what we want, we needn't change
it.
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.
Let's now set the upper limit for the number of crew members that will be awarded into the minimum credit window. In this example, let's allow only 10 crew members into the minimum credit window.
Enter 10 into
the Credit Windows >
Max Min Credit Honoured field.
You must scroll this pane to work with all the information. You can use your mouse wheel, click the scroll bar, or use the keyboard. Let's use the keyboard to move down.
Press
the PgDn key
on your keyboard.
Click
the Use Unstacking check
box.
For this example, we will not use the pairing unstacking functionality, and so will deselect this check box. If you have questions about this functionality, refer to the help file for more detailed information.
Press
the PgDn key on your
keyboard.
Let's also disable reserve unstacking for this example.
Click
the Use Unstacking check
box.
These are all the changes we need to make for this template.
We can now scroll to the bottom of the page and save the template.
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, let's enable the pairing and reserve unstacking functionality. We will scroll down to the appropriate section.
Make sure you're using the Unstacking section.
Click
the Use Unstacking check
box.
By selecting this option, we 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 established our maximum stack heights per day. Stacks indicate how many pairings 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.
Let's click the scroll bar to advance to the Reserve section.
Now let's enable unstacking for Reserve.
Click
the Use Unstacking check
box.
Click
the Min >
Weekday input
field.
Similar to what we did for pairing unstacking, we 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, let's delete the template. Ensure the template you want to delete 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.