Using a steering calendar
Creating a steering calendar
You can connect a Steering Calendar to the action plan so that the action plan responsible user can indicate a progress percentage at dates defined in this calendar. A message is sent to the user on these dates.
For more details on managing steering calendars, see the technical article HOPEX Power Studio - Steering calendar.To create a steering calendar for an action plan:
1. Open the properties of an action plan.
2. In the Characteristics section, click the arrow at the right of the Steering Calendar field.
3. Select Create a steering calendar.
The steering calendar creation page appears.
4. Specify the Name of the steering calendar.
5. In the Steering Calendar Type field, leave the default value "Action Plan".
6. In the Scheduler Configuration field, leave the default value "Steering Calendar - Configuration scheduler".
7. In the Reminder field, leave the default value "Steering Calendar - Emailing SchedulerJob".
8. Click OK.
You must then create Steering Dates.
Creating steering dates
A steering date is a date defined in a steering calendar on which a reminder will be sent to the person responsible for an element. This can be an initial date, reminder date or final due date. To create a steering date for an existing steering calendar:
1. Open the properties of the steering calendar that interests you.
2. In the Steering Date section, click New.
The new steering date appears in the list.
To define steering date characteristics:
1. Open the steering date properties dialog box and select the Characteristics tab.
2. Specify the Name of the date, to enable its reuse in another steering calendar if required.
3. Specify the Date Type.
• "Initial" - to signify start of an action plan
• "Remind" - to remind the responsible user of progress rate update
• "Last" - to signify close of an action plan
4. Specify messages that will be addressed as notification and as E_mail.
You must then plan the dates of actions execution.
To schedule a steering date:
Open the steering date properties dialog box and select the Scheduling tab.You must define the Start date (absolute ou Relative) and the Recurrence Type.
The start hour is defined in UTC format.• The Start date may be specified by Start date (absolute) or by Relative Date.
The Relative Date is defined related to the Effective Begin Date of the action plan.• The Recurrence Type defines the frequency at which reminders are sent: daily, weekly, monthly, once only.
For details on scheduler configuration, see "Scheduling" chapter in the HOPEX Power Studio - Steering calendar technical article