Scheduler 4000 Version 1.7 Overview: The purpose of the program is to organize a daily schedule for a group of employees. The program will track employees, shift schedules, notes and individual shifts on a daily basis. It will print out a master shift as well as individual shifts for each employee, and daily revisions as needed. Equipment Minimum Requirements: Microsoft Windows Version 3.1 or OS/2 2.0 A 286 computer (a 386 is strongly recommended) 2 Megs of memory (4+ strongly recommended) A pointing device 2 Megs free hard drive space Any Windows compatible printer. Installation: Start Windows in the usual manner. From Program Manager click on "FILE" then "RUN" In the dialogue box type the path where you uncompressed the files and setup (ie. c:\download\setup) A dialogue box will appear saying initializing setup. The next dialogue box will ask for the Destination Directory the program will be installed to on your hard disk. (C:\SCED4000 will be suggested, but you can name your own directory if you wish.) The program will install various files onto your hard disk. A readme file that will be installed into your C:\SCED4000 directory will tell you what was installed where. A program Group called "Scheduler 4000" will be created. In this group will be the Scheduler 4000 program, a utility program and a help file. The installation program will say it is successfully installed. Starting the Program: Start windows in the usual manner. When Program Manager appears, double click on the Scheduler 4000 group. Then double click on the Scheduler 4000 Icon and the program will start. Logging In: The Scheduler program is password protected. When you first install the program the password is simply return. You can set the password later. If you do not enter the correct password a warning box will appear and the program will end, otherwise the screen will say loading and the program will load. Main Menu: The main menu is where all other functions are accessed. Employees: Employees are entered in this menu. New: To enter a new employee click on "New". A cursor will flash on the top line. Enter the first name of the employee. Hit "Tab" to go to the Last Name Field. Enter the Last Name then hit "Tab" to go to the initials field. Enter a maximum of two initials. If you make an error click the mouse in the box you wish to change and make any corrections. After you are done click on "Save" and the employee will be saved in the database. Scroll Bars: The scroll bars on the right will scroll between the different employees. Delete: Clicking on delete will immediately delete the employee displayed in the first row. Update: To change an employee entry, scroll the database until the employee is in the top box. Using the mouse make the changes you want FIRST, then click the update button to save the changes. To abort the changes scroll to another record. Exit: Exits back to the Main Menu. Password: This menu allows you to change the password. You will first be asked to type in the old (current) password. If correct the program will ask for a new password. As a safety precaution you will be asked to type the new password in again. The password will be changed immediately. Any characters can be used in the password. Edit Month: The edit month screen is where all scheduling is displayed. The program will display the first two weeks of the current month. Main Menu: This button will exit the Edit Month screen back to the main menu. Week <--- and --->: These two buttons move backwards and forwards through the current month. You can view the whole month two weeks at a time using these buttons. Month <--- and --->: These two buttons move backwards and forwards one month at a time. The "--->" button will advance to the start of the next month. The "<---" will go to the end of the previous month. The year will "flip" 6 months from the current month. (ie. If the current month is May 1992 the year will switch to 1991 in November.) Delete Month: This will delete the currently displayed month. You will be given a warning, which if you answer yes the entire month will be deleted. Edit Button: On the top of each displayed day is a button with the date on it. Clicking on this button calls up the edit day screen for that day. Copy Button: On the bottom of each displayed day is a copy button that can be used to copy whole days or individual shifts to the following days. Copy Days: If you Click on the copy button in Edit month the copy screen is loaded. Up to 10 whole days or individual shifts can be copied. (1 is the default) To copy everything from the current day to the following days click the number of days you would like to copy, then click Copy Days. A screen will show you each day that is being copied. To copy individual shifts (and Notes) click the number of days to copy and click the shifts you want to copy. Then click on copy shifts. This screen will automatically exit when copying is complete. Edit Day: This is where all scheduling is performed. How it works: You get to the edit day screen by clicking on the date buttons on the edit month screen. The boxes on the left display shifts. You can set the shifts by using shift templates. Click on the arrow beside the shifts box to call up a list of all shift templates. The boxes on the right display the employees assigned to the shifts. Click on the arrow to open a window listing all employees, then click on the employee you want. Notes are located on the bottom of the screen. A check box beside each employee assigns the notes to the employee. Employees on a day off can also get notes by clicking the Day Off Notes check box. A handy Send notes to all will check all boxes for you. The button changes to Kill notes to all after you use it. Save or Save/Edit: The save button saves all changes you have made to the database. It should be the last button you click before you exit. If the record is new the button will say Save, if the record exists the button will say Save/Edit. When you click on the save button the button will change to Saving. All buttons will be disabled. Wait until the buttons are re-enabled (not Greyed out) before you do anything else. Delete: Delete will delete the currently displayed day. Print Revision: This button will print out a revision sheet for the displayed day. This is handy if a shift has been revised, and you want to post a notice of the changes to the employees. Exit: This will exit the Day Edit screen back to the Edit Month screen. Print: The print screen is where all shifts are printed. How it Works: When you enter the screen the current month will be selected. Click on the month you want to start printing from. Click on the scroll bars under start day to set the day to start printing from. The days you can select are all Mondays. Click the Weeks to print pushbuttons to set the total number of weeks to print. (1 to 6....6 is the default) Print All Employees: This will print individual shifts for each employee in the database. It will also print note sheets for each employee. It is recommended you print a master shift first to check for errors. The Print All Employees function will take about 3 minutes per employee to print. A speedometer will show you the progress. Print Master Shift: This will print a master shift of all employees as well as all notes. Print Selected Employees: This will print an individual shift of the employee selected by the box on the left. This button is disabled until you select an employee by using the arrow to open a list and click on one of the employees. Print Revision: This will print a revision for one day in the selected month. This button is disabled until you type in a day in the box. This is the same as the function in the Edit Day Screen. Exit: Exit will exit the print function back to the Main Menu. About: About contains information about the version number, author and copywrite information. Help: The Help button calls up context sensitive help. When the Help button on the main screen is clicked the Help index will be loaded. You can get help at any time about any function by pressing F1. The Solid green underlines indicate "jumps". Click on the solid green line to jump to the help information for that function. The Dashed green lines call up an explanation about the underlined function. At all times when help is showing you can use a search function. Type an "s". The search menu will appear. Start typing the function you want. As you type the available help topics will scroll. Double Click on the topic and available help pages will appear in the lower box. Double click on the page you want and the help for that topic will be displayed. To exit help double click on the grey control box in the very top left corner, or click once on the same box and click on exit. Scheduler 4000 Utilities: This is a separate program and is located in your Scheduler 4000 Group. With many deletions, the database may become inefficient. Packing the database will restore the speed by removing deleted data from the database tables. Print Speedometer: The print speedometer will keep you informed about the progress of schedules being printed. Troubleshooting: Most of the time errors in the program can be repaired simply by exiting and then re-running the program. The following are some possible errors described. Incorrect Password: You have typed in the wrong password. Write down your password! Query X Error: This can usually be repaired by exiting and restarting the program. The program must run in the SCED4000 directory, otherwise it will not find the databases. If you change the properties of the icon, be sure to set the directory. Print Screen Errors: There is no record for XXXXXXX: This will occur if you try to print a revision for a day which does not exist. Go into Edit Month, then Edit Day and make sure the record is there. You can print a revision from Edit Day. Invalid Day: This will occur if you enter an invalid day in the revision text box. (ie. January 32) Try clearing the text box and entering the day again. You can always print the revision from the Edit Day screen. Bugs: If you find what you believe to be a bug, write down the what to do to make the bug happen. Please note any error messages that may occur. Contact the author at the address below. New Features in Version 1.5 1. Program is now printer independant. Any printer Windows 3.1 supports, the program now supports. The printer selection progress in the setup program is gone. 2. All print functions now use True Type fonts for higher quality. 3. A new, faster compiler speeds up form displays by about 33%. Code execution is also faster. 4. Print screen now uses option buttons instead of check boxes. Code to handle print screen is now smaller. 5. A Bug which caused the Print Revision function to come up with the wrong day of the week has been repaired. 6. A Bug which caused schedules printed across the end of a year to stop printing unexpectedly has been repaired. 7. Program now has context sensitive help. Press F1 in any menu to call up help for that function. 8. When copying whole days the shift name is now copied. 9. The Labels on some forms has been changed. This gets around the problem of some labels being invisible with Windows default colours. New Features in Version 1.6 1. List boxes for shift templates and employees is the Edit Day list boxes are now updated as you exit the employee or shift template databases. Previously deleted employees or shifts would not be deleted in list boxes until the program was rerun. 2. Forms are now disabled correctly. Previously you could click on the main menu button on the month form while in the Edit Day form. This caused an error when another day was selected. The copying days form also correctly disables now. 3. A minor bug in the previous week button which allowed you to go back one week to many if the 1st was a Monday has been repaired. 4. More Windows Multi-tasking commands have been added to the print section. This should help printing. 5. Scheduler 4000 will now run correctly at any resolution that Windows supports. 6. A Bug which caused the print screen functions to "flip" years incorrectly has been fixed. New Features in Version 1.7 1. Canceling printing now cancels more quickly. Also the Print Manager is flushed so no data is sent to the printer. Information: This program is written by Dan Gold for Number Six Productions. This program is shareware. If you find it useful, you can send $20 to the following address. You will receive a printed manual, and if requested, the source code, as well as the latest version. Contact the author at... Dan Gold c/o Number Six Productions 1733 13th Avenue SW Calgary, Alberta T3C 0V1 1993 Number Six Productions