Creating, Applying and Editing Named Schedules

| Overview

A Named 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 Named 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 named schedule created will update the change in all the places the schedule is applied.

| Accessing Named Schedules

The named schedule can be accessed from both Internal and Facilisight portals.

From the Facilisight portal.

• Click the menu icon and select Named Schedule.

The named schedule screen is displayed.

• Select the organization scope in the select organization field.

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

The table below explains the fields on the screen.

Field	Description
Search	You can use this field to search for a particular named schedule in the list using keywords if there are a lot of named schedules available for the organization.
Rows per page	You can use this field to select an option for the number of rows of named schedules, that can be listed per page.
Next & Previous screen	You can use this field to toggle between the next and previous pages for the results. if the row per page opted for is minimum.

From the Internal Portal,

• Select Named Schedule from Dropdown tab.

• The Named Schedule list is displayed.

 

| Default Named Schedule

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

• Names for Default Named 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 named schedules cannot be edited but the desired temperatures, start and stop time settings can be edited.

The default named schedule can be accessed from the drop-down list of the named schedule list.

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

| Creating Named Schedules

To create the named schedules.

• Click the option Add Named Schedule.

The add-named schedule window is displayed.

• Enter the schedule name and description.

Note: Special characters are not allowed in the name of the named schedule.

• Click Save to create the schedule.

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

 

| Editing Named Schedules

To edit the named 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 named 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. For more information on Building Occupancy, refer to Building Occupancy.

• Use the start time and end time drop downs to select the duration of the schedule. (Default values are 8.00 a.m. and 5.00 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 named schedule created.

The confirmation is displayed.

| Applying a Named Schedule

Named 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 Named Schedule Once Applied to Zones

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

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

Role	Portal	If Named Schedule is not applied to any zone	If Named Schedule is applied to zones in a single building	If Named Schedule is applied to zones in multiple buildings
Support User	Internal	Edit - YES; Delete - YES	Edit - YES; Delete - NO	Edit - YES; Delete - NO
Primary Manager	Facilisight	Edit - YES; Delete - YES	Edit - YES; Delete - NO	Edit - NO; Delete - NO
Secondary Manager	Facilisight	Edit - YES; Delete - YES	Edit - YES; Delete - NO	Edit - NO; Delete - NO
Organization Manager	Facilisight	Edit - YES; Delete - YES	Edit - YES; Delete - NO	Edit - YES; Delete - NO

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 named schedule is created, the audit trail will capture it as an 'Added' action; will capture the name of the named schedule; schedule entry Mon-Sun, desired temps, and start/end time for each entry. 
• If a named schedule is deleted, the audit trail will capture it as a 'Deleted' action, which will capture the name of the named schedule. 
• Audit trail will also capture if a named schedule is applied to any zone, or any other schedule applied.
•  If the schedule is changed from any zone to Named 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 named schedules helps in applying named schedules across multiple zones in one or many buildings under an organization in one go. This provides the user with seamless interaction for named schedule applications across zones for a particular organization.

From the Named Schedule screen,

From the add zones tab,

• Select Build type.
• Select the scope
• Select the system from the dropdown list.
• Select the zone tag.

• Select expand to view the entire dropdown list.

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

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 named schedule provides the capability of pulling applied named schedules back from the applied zones. This will be applicable to only the zones where named schedule is applied.

• Click Revert to Zone Schedule

 

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

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

| Validations

For more information on named schedule validations refer to Scheduler Validations.