Setup Schedule Blueprint Field Descriptions

Field Name Description
Name The name of the blueprint.
Effective Date The date the blueprint can be used if any.
Conclusion Date The date the blueprint expires if any.
Add Creates a new blueprint template. See Setup Blueprint “Add” Field Description reference topic for details.
Edit Edits the selected blueprint template.
Clone Duplicates and create a new blueprint template.
Delete Deletes the blueprint template.
Audit Audit Blueprint template activity for a blueprint by person.
Gear menu box Contains the Show disabled items setting. Disabled items are hidden by default.
Search Launches a search window that allows the user to narrow down the blueprints displayed on this page. All values on the search page are treated as being 'AND', meaning together, rather than 'OR', meaning separate. Show All: Returns all of the blueprints.
Advanced Search: Search options:
  • Name: The name of the blueprint to search for. Wildcard characters are supported
  • Organization: Search for a blueprint that belongs to one or more of these organizations.
  • Effective on or after: Search for blueprints that have an effective date on or after this value
  • Concludes on or before: Search for blueprints that have a conclusion date on or before this value.
  • Limit to Unit(s) Use the existing organization search control
  • Limit to Employee(s) Use the existing person search control
  • Labels: Search for a blueprint that has one or more of these labels. Has option for 'Has/Doesn't Have' or Has option for 'One of/All of'
  • Position by Job Title: Search for a blueprint that has one or more of these positions associated with the selected Job Title. Has option for 'Has/Doesn't Have' or Has option for 'One of/All of'
  • Clear all fields: Reverts all fields to the original state.