Creating, Applying and Editing Shared Schedules

| Overview

A Shared Schedule is a type of schedule that is introduced in the 75F system to make scheduling easier for the Facility and the Organization managers. Being an organization manager who handles the BMS for multiple buildings, or a facility manager who handles many zones in a building, it is a tedious and time-consuming task to go and add or update the zone schedules for the individual zones in every building handled. With the introduction of the Shared Schedule in the 75F system, the organization manager can set schedules for individual zones in multiple buildings. It is achieved with just a selection from a dropdown. When the set schedule is to be changed, making the change in the Shared Schedule created will update the change in all the places the schedule is applied.

| Accessing Shared Schedules

The Shared Schedule can be accessed from both Internal and Facilisight portals.

From the Facilisight portal.

• Click the menu icon and select Shared Schedule.

The Shared Schedule screen is displayed.

• Select the organization scope in the select organization field.

Once an organization is selected the screen displays all the shared schedules already created for the organization.

The table below explains the fields on the screen.

From the Internal Portal,

• Select Shared Schedule from the Dropdown tab.

• The Shared Schedule list is displayed.

| Default Shared Schedule

Default Shared Schedule is available shared schedules which pre-exist under the Shared Schedule list by default. Salient features of such a Shared Schedule are:

• Names for Default shared schedules of the buildings under an organization cannot be deleted but the parameters can be edited by a user.
• The name and description of such shared schedules cannot be edited but the desired temperatures, start and stop time settings can be edited.

The default Shared Schedule can be accessed from the drop-down list of the Shared Schedule list.

Note: In the V2 scheduler, once a new zone is created in the CCU, by default it will follow a Default Shared Schedule.

| Creating Shared Schedules

To create the shared schedules.

• Click the option Add Shared Schedule.

The add-Shared Schedule window is displayed.

• Enter the schedule name and description.

Note: Special characters are not allowed in the name of the Shared Schedule.

• Click Save to create the schedule.

The Shared Schedule is created with the default desired user limits and working week schedule.

| Editing Shared Schedules

To edit the shared schedules.

• Click the edit icon next to the schedule.

The schedule edit window is displayed, with the schedules for editing, the option to add a new schedule and a section with the details of the zones to which the Shared Schedule is applied to.

Note: The scheduler interactivity is similar to building occupancy and follows the same actions to add edit or delete occupied or unoccupied slots. 

| Interactivity

The Shared Schedule displays occupied and unoccupied legends which are indicative of the schedule.

• Click the Edit Schedule option to edit the occupancy time slot. For more information on validations regarding scheduling please refer to Scheduler Validations.

• Select the type of schedule that needs to be set from the options below
  • Everyday
  • Weekday + Weekend
  • Weekend+Saturday+Sunday
  • 7Day

For more information on the schedule groups refer to Schedule Groups

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• Click on an occupied time slot to copy or delete the slot.
• Click on Copy icon to copy details of the slot

• Click and drag to select a slot and click the paste icon to paste the selected slot details.

The pasted slot details will reflect in the schedule.

The copied slot will be made available for pasting elsewhere in the schedule.

• Select Cancel Copy Parameters to cancel.

• Click on Delete  icon to delete the occupied time slot.

The occupied time slot is deleted.

• Ctrl+ Left Click to select multiple time slots.

• Click to paste the parameters for the selected occupied slot/slots.

The pasted slot details are updated for all the selected slots.

• Multiple time slots ranging across multiple days can be deleted by holding the Ctrl+ Left Click button.
• Click on Delete to delete the selected occupied time slots.

The deletion confirmation window displays.

• Click Delete to confirm and delete the occupancy for multiple time slots across multiple days.

The deleted slots are removed from the schedule.

When the occupied slots are extended for a schedule, then the time tool tip will be displayed over the cursor tool tip for the occupied time slot.

| Extending or Trimming Time Slots

Multiple occupied time slots can be extended or trimmed by clicking Ctrl+Left Click and selecting the time slots and dragging the cursor for one timeslot. The changes are reflected in the rest of the selection.

• Select the Time Slots to be edited.

• Extend or trim the time slot for one of the time slots selected.

The same changes are reflected in the rest of the selection.

Note: The changes reflected will be similar to the change made in one selection in terms of similar time intervals. For example, if a time slot is extended or trimmed by 30 minutes, then a similar change of 30 minutes will be reflected for the rest of the slots.

| Partial & Complete Overlap

Occupied slots can be drawn over other occupied slots if all the slots are overlapped completely in the selection.

• Drag the cursor to overlap the occupied time slots.

The unoccupied slots are completely overlapped.

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On the contrary, partially drawing the cursor and overlapping over occupied time slots will result in an error pop up.

• Drag the cursor partially to overlap the occupied time slots.

An error message is displayed.

• Clicking on an unoccupied slot will highlight all the unoccupied slots.

Any change in unoccupied setback will be applicable in bulk for all the unoccupied slots.

| Setting up a Shared Schedule

• Use the start time and end time drop downs to select the duration of the schedule. (Default values are 8.00 a.m. and 5.30 p.m. respectively)
• Use the calendar icon in the applies to the field to select a date.
• Select the minimum cooling user limit and minimum heating user limit. (default minimum values are 67F and 72F and maximum values are 72F and 77F respectively)
• Select the maximum heating user limit and maximum cooling user limit from the dropdown.
• Select the heating deadband and cooling deadband for the schedule from the dropdown. (default values are 2F and 2F respectively)
• Click Save to confirm the changes made to the schedule and finalize the Shared Schedule created.

The confirmation is displayed.

| Applying a Shared Schedule

Shared schedules can be applied to multiple buildings and zones for an organization. It can also be applied to an individual zone as a separate schedule altogether.

| Rules for Editing the Shared Schedule Once Applied to Zones

Once a Shared Schedule is applied for a zone or zones in the same building or multiple buildings. The Shared Schedule creation screen displays the details of the same as below.

The following table represents the roles for various users while applying a Shared Schedule to any zones for a building.

Changes Observed in Audit Trail

Any changes in the name schedule will appear in the Audit Trail for actions such as Add, Edit, and Delete.

• If a Shared Schedule is created, the audit trail will capture it as an 'Added' action; will capture the name of the Shared Schedule; schedule entry Mon-Sun, desired temps, and start/end time for each entry. 
• If a Shared Schedule is deleted, the audit trail will capture it as a 'Deleted' action, which will capture the name of the Shared Schedule. 
• Audit trail will also capture if a Shared Schedule is applied to any zone, or any other schedule applied.
•  If the schedule is changed from any zone to Shared Schedule. It will capture it as 'Edited', and will capture the name of the zone, and the change.

| Bulk Push & Revert

The bulk push feature for shared schedules helps in applying shared schedules across multiple zones in one or many buildings under an organization in one go. This provides the user with seamless interaction for Shared Schedule applications across zones for a particular organization.

The Facilisight landing page has the list of organizations and the sites associated with it to which the user has access.

• Select the Scheduling tab.

The Scheduling page is displayed.

Fresh shared schedules can also be added from Facilisight.

• Click Add Schedule to add new shared schedules.

All the scheduling aspects for the selected building are available under the scheduling tab in a consolidated format.

The default Shared Schedule is available at the top of the schedule list. A default-Shared Schedule cannot be edited.

• Click  Edit Schedule under a shared schedule to edit schedules.

• Click Add Zones to This Schedule to bulk push the schedule to many zones

• Select the system from the dropdown list.
• Select the zone tag.
• The organization and Scope name is pre-selected.

• Select expand to view the entire dropdown list.

The Shared Schedule can be applied by checking the "Select All" boxes for all zones available under the building a one go.

All the zones applied to the schedule can be observed from the list.

The feature also allows the user to revert all changes made to the zones for the building by selecting the revert option from the schedule screen. The revert functionality in the Shared Schedule provides the capability of pulling applied shared schedules back from the applied zones. This will be applicable to only the zones where Shared Schedule is applied.

• Click Revert to Zone Schedule

• Select the applicable check box to revert the schedule back to Zone schedule.

Note:  Once a Shared Schedule is reverted back from a zone, the zone is expected to fall back to the previously active zone schedule.

| Non-Zero Deadband

This feature ensures that the heating and cooling deadband can be set to a minimum of 0.5°F, preventing a zero deadband scenario and ensuring compliance with Guideline 36. By implementing this, the heating and cooling desired temperatures will never be equal, even if set to their minimum values and there will always be a difference of 1F between the heating and cooling deadband.

| Scheduler Interactivity Enhancement

The enhanced scheduler interactivity allows users to seamlessly edit and copy/paste values for temperatures, user limits, and deadband of occupied slots, ensuring these changes are consistently applied across multiple slots. Additionally, all user edits are captured on the UI until saved.

In a Shared Schedule following a 7-day scheduler group,

• Change values for desired temperatures, user limits or deadband as required.

• Click Save Schedule to confirm the changes.

| Validations

For more information on Shared Schedule validations, refer to Scheduler Validations.