Schedule Board: Company Level Default Templates

Schedule Board: Company Level Default Templates

Event display templates allow the user customization to show specific data points on the blocks on the Schedule Board so the user does not need to open the trip or the event to view the details. This article will cover the following:

  • event display templates overview; and

  • event display template editing

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CREATE EVENT TEMPLATES

In order to utilize this feature, the Default Event Templates will need to be customized by each operation. To access these settings go to My Company>Profile>Schedule Board> Default Event Templates.

Event templates for the operation as a whole are set at the company level, but can be modified at the user level. The Personalizing the Schedule Board Event Display (User) article provides a step by step guide on how to do this. There are seven different event types available under Default Event Templates.

  • Flight Legs

  • Maintenance Discrepancies

  • Maintenance Offline Events

  • Personnel Events

  • Personnel Medicals

  • Personnel Qualifications

  • Personnel Availability

  • Transient 
    The Transient template is only available for editing from My Company > Profile and not at a user level

  • Assignment


The user roles that have the ability to set both the text and the background colors of events on an organizational level that will be displayed on the Schedule Board include:

  • Account Administrator

  • Operations Manager

  • Chief Pilot

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EDITING TEMPLATES

To edit a default event template click on the blue pencil icon. First, note the preview section at the bottom of the edit window. This allows the user to see what they are creating as they go.

Adding Rows and Text

Each line within the text field represents a line that will be displayed in the event on the Schedule Board.

  • To remove a row from the template, delete all text from that line within the text field. The preview should now show the line has been removed.

  • To add rows, click the “Select Field to Add” drop-down and click the data point you want to display on the Flight Leg block on the schedule board.

Note: There is no limit to the number of rows that can be used and displayed on the Schedule Board.

To display if the leg is empty, select Empty Leg from the drop-down menu to add it to the template.

Note: In the preview area, the icon does not display for the empty leg, rather it reads "IsEmptyLeg". The icon will display on the Schedule Board

For further customization, free-type texting is available before or after any data point selection. See the before and after pictures below. If the trip number is selected, it will show only the trip number; however, adding the text “Trip #” before the data point makes it more clear to the user.

When adding more data to a single row, keep in mind that punctuation or spacing will need to be added by the user. For example, to add the Account Name after the trip number the space bar must either be hit before selecting the Account Name from the drop-down or after it has been selected.

To add data to the next row, the Enter button on the keyboard, as you would any other field document.

Formatting

To more clearly differentiate the data on the Schedule Board, you can utilize the formatting tools. Formatting that is available for the user's text is bold and italics.

To make the text bold:

  • type two asterisks (**) on each side of the text to be bolded; or

  • highlight the text and click the “B” button

To make the text italicized:

  • use a single asterisk on each side of the text; or

  • highlight the text and click the “I” button

To make the text bold AND italicized:

  • use 3 asterisks on each side of the text; or

  • highlight the text and click “I” and “B.”

Note: If the details are unable to be seen on the schedule view try changing your timeline date range to the “Day” view.

Ref: O-C12




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