Adding Schedules

New schedules can be added at any time. There is no limit to the number of schedules that can reside in the system, or be active at any one time.

New schedules can be created from scratch, or you can copy an existing schedule to create a new one in the system.

To create a new schedule from scratch:

1. Navigate to the Appraisal, Checklist, 360 Review, or Document Schedule page by selecting the desired link from the Admin menu in the navigation bar. This displays the main schedules page for the selected item.

2. Click the Add Schedule button above the table. This opens a pop-up window prompting you to name your new schedule.

3. Enter the schedule name, then select Next to begin the Schedule Details workflow.
4. Complete the schedule details workflow as required for the chosen schedule type.

5. The Summary page shows at the end to confirm the details of your schedule. Verify that the information is correct, then select Activate to activate your new schedule.

   Note: Schedules are not sent if they are still in the Pending status. They must be Active!