Adding Instructions to Schedules

You can specify instructions and supporting documents for a schedule, which are then inherited by all tasks in the schedule.

To add instructions to a schedule:

  1. Create a new schedule and select the Instructions tab.
  2. In Instructions, enter instructions for the schedule.
  3. To add a reference:
    1. In the References section, Click Add.
    2. From the Type list, select one of these types:
      • Local File

        Enter a name, click Browse to select and attach the file, and click OK.

      • URL

        Enter a URL name, then enter the URL, and then click OK.


      To add a reference file or URL to multiple schedules at one time:

      1. Navigate to the Schedules main page.

      2. You can multi-select (either highlight more than one row or select more than one using the SHIFT key), and then click Actions, then Add Reference, then File or URL.


      You can also add one or more attachments by using drag and drop functionality available from the Add Attachments dialog box. You can rename the attachment in the Name field, if desired. If you drag and drop multiple attachments, you can upload them at one time.

      You must access the Add Attachments dialog box to properly drag and drop attachments.
  4. To save and close, click OK or click the Viewers tab; all entries are saved.
  5. Enter schedule information on the schedule tabs.