Scheduler

The Scheduler allows you to automatically execute actions or tasks at a specific time or on a recurring basis.
You can use the Scheduler to:

• Trigger actions on assets

• Automate recurring tasks

• Schedule calibrations

• Reduce manual intervention

Scheduler overview

The Scheduler is displayed as a planner view.

• Each row represents a time slot

• Each column represents a day

• Scheduled items are shown as blocks in the planner

• The color of a schedule helps distinguish different schedules

To create a new schedule, simply double-click in the planner at the desired time.

Company vs. Current Project

When creating a schedule, you must choose the level at which the schedule applies.

Company

• Applies across the entire company

• Can be used for multiple projects

• Only visible and editable for users with company-level access

Current Project

• Applies only to the selected project

• Used for project-specific automation

• Visible and editable for users with access to that project

Choose the level carefully, depending on whether the schedule should apply globally or only within one project.

Creating a schedule

After double-clicking in the planner, the Add Schedule window opens.

Step 1: Select level

Choose:

• Company, or

• Current Project

Step 2: Define general settings

Fill in the basic information:

• Title
  A clear name for the schedule.

• Start date and time
  The moment the schedule starts.

• Schedule color
  Used to visually distinguish schedules in the planner.

• Timezone
  Defines when the schedule is executed.

Step 3: Configure repetition

Choose how often the schedule should repeat:

• Never
  Runs the schedule once.

• Daily
  Repeats it every day.

• Weekly
  Repeats on selected weekdays.

• Monthly
  Repeats monthly.

• Yearly
  Repeats yearly.

For recurring schedules, you can also define:

• The interval (e.g. every 2 days)

• When the schedule ends

Adding tasks to a schedule

A schedule can contain one or more tasks.
Scroll down to the Tasks section and click the + button to add a task.

Task type: Execute Action

Use this task type to trigger an action on an asset.

Configuration

You must define:

• Asset Type

• Action Definition

• Asset

This determines:

• What action is executed

• On which asset

• Of which type

Execution rule

• Always
  Every configured task will be executed.

• Only Last
  Only the last task is executed.

In most cases, Only Last is recommended to avoid unnecessary repeated actions.

Task type: Calibrate Measurement

Use this task type to automatically calibrate a measurement.

Configuration

You must define:

• Measurement ID

• Value

This allows the system to adjust measurement values at a scheduled time.

Execution rule

Same as with Execute Action:

• Always

• Only Last

Editing a schedule

To edit an existing schedule:

1. Click on a schedule in the planner

2. The schedule window opens

3. Modify the desired fields

4. Click Save

Changes will be applied according to the configured repetition.

Deleting a schedule

To delete a schedule:

1. Open the schedule

2. Click the delete icon

Depending on the configuration, you may be asked whether to:

• Delete a single instance, or

• Delete the entire schedule

Best practices

• Use clear and descriptive titles

• Choose the correct level (Company vs. Project)

• Avoid unnecessary repetition where possible

• Use Only Last when scheduling multiple actions at the same time

• Keep schedules manageable and structured