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How to Manage Private Schedules

Adding a private schedule is a two-step process: first create a container, then upload the schedule file into it.

Accessing Data Management

Schedules overview screen

Data management folder list

Data management folder detail

Step 1: Create the Container

  1. Enter a name for the file — this cannot be changed once set
  2. Add a short description
  3. Select a category to help organise and reference your files — categories can be customised
  4. Add a date
  5. Select a schedule period — schedule periods can also be customised

Create container form

Category selection

Step 2: Add the File to the Container

Click the file name to open it, then click the three-dot menu to access container options.

File name link

Three-dot container menu

The available options are:

  1. Update — edit the container properties
  2. Delete — remove the container and its file
  3. Upload — add the schedule file to the container

Container options panel