Scheduling Interval Order/Task dates*

 

What are Interval dates?

Interval dates are delivery dates with equal gaps between them, for example, delivering a task/order every day, 5 episodes a day, an episode every 2 days, once a week, etc…

The purpose of this tool is to facilitate entering interval Order or Task dates into multiple orders.

The following example shows setting interval deliveries of one episode a day, starting from May 2nd.

Setting Interval dates with Multi-cell pick (Automatic)

  • Start by switching to the “Multi-cell pick” editing mode

 

  • Select the cells you want to update in the column in one of the following ways:

  1. Select the whole column by clicking the equivalent “Multi-cell pick” icon in the column’s header (fig 1)

  2. Select specific cells by dragging over them with ctrl clicked

  3. Cherry-pick specific cells with ctrl clicked

  • Once the required cells are selected (fig 2), click the Edit button (fig 3).

Set up the date interval:

  1. Enter the delivery date of the first order in the “Update date” field (fig 1)

  2. Click The Gear button to set up the interval (fig 2)

  3. Set the required gap, in days or in weeks, between the delivery dates (fig 3)

  4. Set the number of orders / tasks that will be assigned for each interval (delivery date)
    For example: Assign 2 tasks (fig 4) every 2 days (fig 3)

  5. Switch on “Skip over weekends” if you want to refrain from setting delivery dates to weekend days (fig 5)

  6. Select the sequence of the update: from the top cell to bottom or from the bottom cell to top (fig 6)

  7. Click “Save and close” to set the dates (fig 7)

If you switch off “Skip over weekends”, weekend days will be marked with blue and purple borders after the dates will be entered to differentiate them from week days

The result when “Skip over weekends” is On

Orders/tasks will not be scheduled on weekend days

The result when “Skip over weekends” is Off

Orders/tasks will be scheduled on weekend days

Weekend days will have a purple frame to differentiate them from weekdays

When done, make sure to revert back to preferred edit mode

Setting Interval dates with “Paste” (Semi-automatic)

  • Enter the delivery date of the first order in the “Update date” field (fig 1)

  • Click The Gear button to set up the interval (fig 2)

  • Set the required gap, in days or/and in weeks, between the delivery dates (fig 1)

  • Set the number of orders / tasks that will be assigned for each interval (delivery date)
    For example: Assign 2 tasks (fig 2) every 3 days (fig 1)

  • Switch on “Skip over weekends” to refrain from setting delivery dates to weekend days (fig 3)

  • Once set, start entering the delivery dates with the interval in any of the following ways:

  1. Double-click the required date field to paste the date visible in the “Update date“ field.

  2. Click the “Paste” button of the date field (clipboard icon), to paste the date visible in the “Update date“ field

As you continue pasting into the date fields, the dates will be pasted according to the interval you set.

The “Update date” field will display the next date that is about to be pasted.

The result when “Skip over weekends” is On

Orders/tasks will not be scheduled on weekend days

Weekends will be skipped when pasting the dates

The result when “Skip over weekends” is Off

Orders/tasks will be scheduled on weekend days

Weekend days will have a purple frame to differentiate them from weekdays

Date frame colors

When “Skip over weekends” is off, you can still set delivery dates to weekend days but colorful frames will be added to the date field to let you know that you scheduled delivery date on a weekend or a holiday.

For help on color coded delivery dates see https://ooona.atlassian.net/l/cp/Dy1e0f13