### Setting up schedules
Click for details below To apply a schedule to equipment To apply a schedule to a group of items To edit or delete a schedule Effective schedules
4. #### To apply a schedule to equipment WebCTRL® schedules are typically based on zone occupancy. See Using schedule categories if you want to create a schedule based on conditions other than occupancy. On the Geographic tree, select the area or equipment you want to schedule. Select Schedules > Configure tab. Click Add. Select a Priority. A schedule's priority determines whether affected zones will use occupied or unoccupied setpoints.
   Select... | For...
   --- | ---
   Normal | A typical occupied period
   Holiday | An unoccupied period that overrides a Normal schedule
   Override | An occupied period that overrides a Holiday schedule
Select a Type. See table below. Type a schedule name in the Description field (50 characters maximum). Enter desired values in the fields below Description. On the graph, change a time segment's Start and End times by doing one of the following: Click the segment, then type the times in the Start and End fields. Click and drag either end of the segment or the entire segment. Optional: Click Add Time Period to add one or more segments to the schedule. Or, select a segment and click Delete Time Period to delete that segment. Click Accept.
Select this Type... | To use the schedule...
--- | ---
Weekly | Every week on the specified days
Date | On a single, specified date
Date Range | Between 2 specified dates
Date List | On multiple, specified dates
Wildcard | For a repeating pattern (For example, the second Tuesday of every month) NOTE Wildcard schedules do not work with Automated Logic® legacy equipment. The WebCTRL® interface will indicate if you apply a schedule to legacy equipment.
Continuous | Continuously between 2 specified dates/times
Dated Weekly | On specified weekdays between a start date and an end date (for example, the summer break in the school year) NOTE To use a Dated Weekly schedule with an ExecB controller, you must use the 1.71:032 (or later) ExecB driver.
NOTES To automatically download all schedules that you create or change, go to My Settings and check Automatically download schedules as you create them. If you want to manually download schedules, uncheck Automatically download... and then see Downloading system changes to controllers. When you apply a schedule to an item on the Geographic tree, the schedule affects that item and all children of that item. If you do not want an item to be affected by schedules from a higher level, check Ignore Schedules above this level on the Schedules > Configure tab.
#### To apply a schedule to a group of items You must create a group, then add members (areas, equipment, or other groups) to the group before you can apply a schedule to it. On the Schedule Groups tree, select Scheduling Groups. Optional: If you have created folders to organize your groups, select the appropriate folder. See "To organize groups using folders" below. Click Add Group. Type a name for the new schedule group in the Name field. Optional: Change the default Reference name. A group's reference name must be unique throughout the system. Click Accept. Click Add Members to Group. On the Members page, select the areas, equipment, or other groups that you want to add to the group from the tree on the right. Use Ctrl+click, Shift+click, or both to select multiple items. Click Add. TIP Use the Raise and Lower buttons to reorder items in the Members list. Changing the order is for your viewing convenience and does not affect the system. Click Accept. Click the Schedules button, then Configure. Add a schedule to the group. See To apply a schedule to equipment. NOTE When using hierarchical servers, you can place a server link in a schedule group on the parent server. This automatically creates a schedule group with the same name on the child server(s). This group includes only the top-most area node of the child server. However, from the child server you can edit the group to add other members. To organize groups using folders You can create folders and sort your groups into them to organize the Schedule Groups tree. For example, a large school system that has a group for each school may want to create an Elementary School folder, a Middle School folder, and a High School folder, and put the appropriate groups in each folder. To create folders and add groups to them: On the Schedule Groups tree, select Scheduling Groups. Click Add Folder. Type a name for the new folder in the Name field. Optional: Change the default Reference name. Click Accept. Repeat steps 1–4 for each folder that you want to add. Do one of the following to add a group to a folder: If you have already created the group, drag and drop it into the appropriate folder in the tree on the Scheduling Groups page, then click Accept. Select the folder in the tree on the Scheduling Groups page, then click Add Group to add a new group inside the folder. NOTE You can also add a folder to a folder, or drag and drop a folder into another folder.
#### To edit or delete a schedule Do one of the following: On the Geographic tree, select the tree item where the schedule was defined, then select Schedules > Configure tab. On the Schedule Groups tree, expand Scheduling Groups, then select the group that has the schedule you want to edit or delete. Select the schedule you want to edit or delete. Edit the fields you want to change or click Delete. Click Accept. NOTE Expired dated schedules are automatically deleted from the database at 3:30 AM every day. But expired schedules remain in the controller until the next time schedules are downloaded to the controller. You can change the deletion time on the Scheduled Tasks tab of the System Settings page.
#### Effective schedules The effective schedule that you see on the Schedules > View tab can be the result of multiple overlapping schedules. The following schedule features can influence an item's effective schedule.
Feature | Description
--- | ---
Hierarchy | A schedule applied to an item on the WebCTRL® tree affects that item and all of its children. A child item's effective schedule could be the result of multiple schedules applied at different levels above it. To change a child item's effective schedule: Add a schedule at the child that overrides the current schedule. See the Priority feature below. Set the child to ignore the parent schedules. To do this, select the child item on the tree, then go to Schedules > Configure. Select the schedule, then click Ignore Schedules above this level. You can then add a different schedule for the child. Any schedule change that you make to an item affects it and all of its children.
Priority | You must assign one of the following priorities to every schedule.
Use... | For...
Normal | A typical occupied period
Holiday | An unoccupied period that overrides a Normal schedule
Override | An occupied period that overrides a Holiday time
EXAMPLE For a school, you define: A Normal schedule that has it occupied every Monday–Friday, 6 am–5 pm A Holiday (unoccupied) schedule for the week of Spring Break An Override schedule on the first day of Spring Break from 9 am–1 pm for the cafeteria only where a teacher's meeting will be held.
Type | You must assign one of the following types to every schedule.*
Weekly Date Date Range Date List | Wildcard Continuous Dated Weekly
See To apply a schedule to equipment for a description of each type. EXAMPLE For a school, you define the following 3 schedules: Full calendar year: Normal, Weekly, Monday–Friday, 6am–5pm Summer months: Holiday, Continuous, 12am June 1st –11:59pm August 31st Work days in summer months: Override, Dated Weekly, Monday–Thursday, 9am–2pm * If you do not see one of the types listed above, on the System Configuration tree, select Categories > Schedule. Select the Occupancy category, then the Priority. Under Schedule Types, select the missing type, then click Accept.
Using the Priority and Type options, you can often accomplish the effective schedule you need in several different ways. For example, the effective schedule resulting from the 3 schedules described above for Type could also be accomplished with the following schedules: School year: Normal, Dated Weekly, Monday–Friday, September 1st–May 31st, 6am–5pm Summer months: Normal, Dated Weekly, Monday–Thursday, June 1st–August 31st, 9am–2pm