Article ID: 7520

Managing Scheduling Chains

You can modify, delete, and unchain records on a Schedule Chain.

Changing a Schedule Chains

Take the following steps to edit or modify a Schedule Chains:

  1. Click Calendar on the menu bar and select Schedule Chains to open the List of Schedule Chains window.
  2. Click to highlight the Schedule Chain you want to modify.
  3. Click Change Icon to open the Chain window.
  4. Double-click the Record you want to edit to open the Record Form - Change window.
  5. Change the date of the Record.
  6. Click Save & Close to open the Change Original Date window.
  7. Select either Change Original Date to Match New Date or Do Not Change the Original Date.
  8. Click OK.
  9. Click Yes or No at the Do you want to adjust the Dates for the subsequent items in this Chain? prompt.
  10. Click Close to close the Chain window.
  11. Click Close to close the List of Schedule Chains window.

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Deleting Schedule Chains

Take the following steps to delete a Schedule Chain:

  1. Click Calendar on the menu bar and select Schedule Chains to open the List of Schedule Chains window.
  2. Click to highlight the Schedule Chain you want to delete.
  3. Click Delete Icon to open the Delete Schedule Chain window.
  4. Select Delete the Chain and all its individual Records.
  5. Click OK.
  6. Click Yes at the Are you sure you want to Delete this Chain and all of this Chain's Records? prompt.
  7. Click Close to close the List of Schedule Chains window.

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Unchaining Records in a Schedule Chain

Take the following steps to unchain all records in a Schedule Chain:

  1. Click Calendar from the menu bar and select Schedule Chains to open the List of Schedule Chains window.
  2. Click to highlight the Schedule Chain you want to unchain.
  3. Click Delete Icon to open the Delete Schedule Chain window.
  4. Select UnChain the Chain and leave the individual Records as separate entries.
  5. Click OK.
  6. Click Yes at the Are you sure you want to Delete this Chain and UnChain all of it's Records? prompt.
  7. Click Close to close the List of Schedule Chains window.

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Unchaining Individual Records from a Schedule Chain

Take the following steps to unchain an individual record from a Schedule Chain:

  1. Click Calendar on the menu bar and select Schedule Chains to open the List of Schedule Chains window.
  2. Click to highlight the Schedule Chain you want to modify.
  3. Click Change Icon to open the Chain window.
  4. Double-click the Record you want to edit to open the Record Form - Change window.
  5. Click Properties on the record to open the Record Properties window.
  6. Click the Chained tab.
  7. Click Unchain.
  8. Click OK to close the Chain window.
  9. Click Close to close the List of Schedule Chains window.

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