Scheduling Templates

Last Updated 10.07.02

General Description

These Scheduling Templates define BLAF user interface for defining date and time scheduling. This includes scheduling script or batch jobs, engagements and appointments, or other events for which dates and times must be configured by the user.


Guideline Attributes

Spec Version # - 3.1
Spec Contributors - Betsy Beier, Craig Louis, Lisa Serface
UI Models - all models
Example Products - all products
Related Guidelines - Language: Page Titles and Breadcrumbs , Common Formats

Interaction and Usage Specifications

General Principles

These Scheduling Templates define BLAF user interface for defining date and time scheduling. This includes scheduling script or batch jobs, engagements and appointments, or other event for which dates and times must be configured by the user.

Fixed versus Open-Ended Events

The Scheduling Templates address user interface for configuring two types of date-time events:

Fixed duration events are those with fixed starting and ending points. These may be unique or repetitive, but when they occur the duration is fixed. Open ended events are those for which it is enough to fix the starting point. These too may be unique or repetitive, but when they occur the duration is not fixed. Note that two significant differences between the Fixed Duration and Open Ended Scheduling UI are:

Main Section & Frequency Type Sub-Section

Depending on which Frequency Type is selected, additional interface may be neccessary. The Frequency Type sub-section is displayed to provide the added information appropriate to the chosen Frequency Type, if necessary.

Page Titles

The Page Title placed on the page should be appropriate to the schedule being created, in context with the application taxonomy. Please refer to the Language: Page Titles and Breadcrumbs Guideline for specifications and guidance.


Fixed Duration Events

The Fixed Duration Scheduling Template is for arranging the type of job that is defined by a specified time period or duration. This might include meetings, blackout periods, and any other period in which a fixed period must be set. For example, a 2 hour meeting. The event can be repeated. The meeting from 1:00pm to 3:00pm is repeated on every other Wednesday until the 31-Dec-02. Another type of fixed duration job is the "blackout period". Blackouts are defined periods in which a specified event does not occur.

Task Example

To schedule a meeting or blackout, the user would first need to specify the start date, start time and the duration. If the job would be repeated, the user would need to specify the frequency of repetition.

Fixed Duration Events UI: Main Section


Fixed Duration Events UI: Main Section

Widget Label Specifications
Start Date Default to current date, or date appropriate to application context.
Start Time
  • Default to current time
  • Choice list for hour runs from 00 to 12
  • Choice list for minute runs from 00 to 55 with increments of 5
  • Radio Buttons offer AM or PM
Frequency Type
  • Choice list content, periods:
    || One Time Only || Daily || Weekly || Monthly ||
  • Default to One Time Only
  • The Go button may be taken out if Partial Page Rendering is used
  • Selecting a different frequency type from the choice list (and clicking the Go button if no PPR) would refresh the UI below this control.
Duration Different radio button groups appear, depending on the frequency type selected. See table below.
Frequency Type: [period]
(Sub-section) 		Appears when Weekly or Monthly frequency types are selected.
UI varies depending on selected Frequency Type
See table below.


Frequency Sub-Section & Duration

The Frequency Type: [time period] Sub-section Appears when Weekly or Monthly frequency types are selected. UI varies depending on selected Frequency Type. See following table.


Fixed Duration Events UI: Frequency Type & Duration

Freq. Type Duration Frequency Sub-Section
One Time Only Three (3) radio buttons allow user to choose to set duration by:
  • End After (default): Hours and minutes elapsed.
    • Hour(s) from 0 to 23, default at 1
    • Minute(s) from 00 to 55 in increments of 5, default at 00.
  • End By: Date and Time: Defaults to Start Date, Start Time + 1 Hr.
  • Ongoing
None
Daily Two (2) radio buttons allow user to choose to set duration by:
  • End After (default): Hours and minutes elapsed.
    • Hour(s) from 0 to 23, default at 1
    • Minute(s) from 00 to 55 in increments of 5, default at 00.
  • End By: Hour/Min. of day. Defaults to Start Time + 1 Hr.
    • Hours from 00 to 12
    • Minutes from 00 to 55 with increments of 5
    • Radio Buttons offer AM or PM
 Frequency Type: Daily
(Sub-Sect. Header)
Repeat Every: {text box} Day(s)
(Default 1)
Repeat Until: {Date Field}{Date Picker Icon}
(Defaults to Start Date)
Weekly Two (2) radio buttons allow user to choose to set duration by:
  • End After (default): Hours and minutes elapsed.
    • Hour(s) from 0 to 23, default at 1
    • Minute(s) from 00 to 55 in increments of 5, default at 00.
  • End By: Hour/Min. of day. Defaults to Start Time + 1 Hr.
    • Hours from 00 to 12
    • Minutes from 00 to 55 with increments of 5
    • Radio Buttons offer AM or PM
 Frequency Type: Weekly
(Sub-Sect. Header)
Repeat Every: {text box} Day(s)
(Default 1)
Day(s) Of Week Checkboxes (Default per Start Date)
Repeat Until: {Date Field}{Date Picker Icon}
(Defaults to Start Date)
Monthly Two (2) radio buttons allow user to choose to set duration by:
  • End After (default): Hours and minutes elapsed.
    • Hour(s) from 0 to 23, default at 1
    • Minute(s) from 00 to 55 in increments of 5, default at 00.
  • End By: Hour/Min. of day. Defaults to Start Time + 1 Hr.
    • Hours from 00 to 12
    • Minutes from 00 to 55 with increments of 5
    • Radio Buttons offer AM or PM
 Frequency Type: Monthly
(Sub-Sect. Header)
Repeat Every: {text box} Month(s)
(Default 1)
Day(s) Of Month Checkboxes (Default per Start Date)
Repeat Until: {Date Field}{Date Picker Icon}
(Defaults to Start Date)

Fixed Duration Examples & Frequency Details

Scheduling - Fixed Duration One Time Only -Example
Fixed Duration, One Time Only Example

Freq. Type Duration Frequency Sub-Section
One Time Only Three (3) radio buttons allow user to choose to set duration by:
  • End After (default): Hours and minutes elapsed.
    • Hour(s) from 0 to 23, default at 1
    • Minute(s) from 00 to 55 in increments of 5, default at 00.
  • End By: Date and Time: Defaults to Start Date, Start Time + 1 Hr.
  • Ongoing
None

Scheduling - Fixed Duration Daily - Example
Fixed Duration, Daily Example

Freq. Type Duration Frequency Sub-Section
Daily Two (2) radio buttons allow user to choose to set duration by:
  • End After (default): Hours and minutes elapsed.
    • Hour(s) from 0 to 23, default at 1
    • Minute(s) from 00 to 55 in increments of 5, default at 00.
  • End By: Hour/Min. of day. Defaults to Start Time + 1 Hr.
    • Hours from 00 to 12
    • Minutes from 00 to 55 with increments of 5
    • Radio Buttons offer AM or PM
 Frequency Type: Daily
(Sub-Sect. Header)
Repeat Every: {text box} Day(s)
(Default 1)
Repeat Until: {Date Field}{Date Picker Icon}
(Defaults to Start Date)

Scheduling - Fixed Duration Weekly - Example
Fixed Duration, Weekly Example

Freq. Type Duration Frequency Sub-Section
Weekly Two (2) radio buttons allow user to choose to set duration by:
  • End After (default): Hours and minutes elapsed.
    • Hour(s) from 0 to 23, default at 1
    • Minute(s) from 00 to 55 in increments of 5, default at 00.
  • End By: Hour/Min. of day. Defaults to Start Time + 1 Hr.
    • Hours from 00 to 12
    • Minutes from 00 to 55 with increments of 5
    • Radio Buttons offer AM or PM
 Frequency Type: Weekly
(Sub-Sect. Header)
Repeat Every: {text box} Day(s)
(Default 1)
Day(s) Of Week Checkboxes (Default per Start Date)
Repeat Until: {Date Field}{Date Picker Icon}
(Defaults to Start Date)

Scheduling - Fixed Duration Monthly - Example
Fixed Duration, Monthly Example

Freq. Type Duration Frequency Sub-Section
Monthly Two (2) radio buttons allow user to choose to set duration by:
  • End After (default): Hours and minutes elapsed.
    • Hour(s) from 0 to 23, default at 1
    • Minute(s) from 00 to 55 in increments of 5, default at 00.
  • End By: Hour/Min. of day. Defaults to Start Time + 1 Hr.
    • Hours from 00 to 12
    • Minutes from 00 to 55 with increments of 5
    • Radio Buttons offer AM or PM
 Frequency Type: Monthly
(Sub-Sect. Header)
Repeat Every: {text box} Month(s)
(Default 1)
Day(s) Of Month Checkboxes (Default per Start Date)
Repeat Until: {Date Field}{Date Picker Icon}
(Defaults to Start Date)

Open Ended Events

Open ended events are those for which it is enough to fix the starting point. These too may be unique or repetitive, but when they occur the duration is not fixed. Reporting job triggers may be the most ubiquitous example of this type of event. For example, set up the Sales Report to start running at 12:00 midnight every Friday.

Task Example

To schedule the running of a report, the user would need to specify the start date and time to trigger the job. If the job would be repeated, the user would need to specify the frequency of repetition.

Open-Ended Events UI: Main Section


Open Ended Events UI: Main Section

Widget Label Specifications
Start Date Default to current date, or date appropriate to application context.
Start Time
  • Default to current time
  • Choice list for hour runs from 00 to 12
  • Choice list for minute runs from 00 to 55 with increments of 5
  • Radio Buttons offer AM or PM
Frequency Type
  • Choice list content, periods:
    || One Time Only || Hourly || Weekly || Monthly ||
  • Default to One Time Only
  • The Go button may be taken out if Partial Page Rendering is used
  • Selecting a different frequency type (clicking Go if no PPR) refreshes the UI below this control.
Duration n/a
Frequency Type: [period]
(Sub-section)
  • Appears when Hourly, Weekly, Monthly or Yearly frequency types are selected. (Anything other than One Time Only)
  • UI varies depending on selected Frequency Type
  • See following table.


Frequency Sub-Section

The Frequency Type: [time period] Sub-section Appears when Weekly or Monthly frequency types are selected. UI varies depending on selected Frequency Type. See following table.


Open Ended Events UI: Frequency Type Sub-Section

Freq. Type Duration Frequency Sub-Section
One Time Only n/a None
Hourly n/a Frequency Type: Hourly
(Sub-Sect. Header)
Repeat Every: {Hours/Minutes} Hour(s)
(Hours 0 to 23, default 1)
(Minutes 00 to 55, increments 5, default 00)
Repeat Until:
{Date Field}{Date Picker Icon} (Defaults to Start Date)
Hour/Min. choice lists (Default to Start Time + 1) (Hours 00 to 12) (Minutes 00 to 55, increments of 5) (Radio Buttons AM/PM)
Daily n/a Frequency Type: Daily
(Sub-Sect. Header)
Repeat Every: {text box} Day(s)
(Default 1)
Repeat Until: {Date Field}{Date Picker Icon}
(Defaults to Start Date)
Weekly n/a Frequency Type: Weekly
(Sub-Sect. Header)
Repeat Every: {text box} Day(s)
(Default 1)
Day(s) Of Week Checkboxes (Default per Start Date)
Repeat Until: {Date Field}{Date Picker Icon}
(Defaults to Start Date)
Monthly n/a Frequency Type: Monthly
(Sub-Sect. Header)
Repeat Every: {text box} Month(s)
(Default 1)
Day(s) Of Month Checkboxes (Default per Start Date)
Repeat Until: {Date Field}{Date Picker Icon}
(Defaults to Start Date)


Open-Ended Event Examples & Frequency Details

Scheduling - Open-ended One Time Only - Example
Open-ended, One Time Only Example

Freq. Type Duration Frequency Sub-Section
One Time Only n/a None

Scheduling - Open-ended Hourly - Example
Open-ended, Hourly Example

Freq. Type Duration Frequency Sub-Section
Hourly n/a Frequency Type: Hourly
(Sub-Sect. Header)
Repeat Every: {Hours/Minutes} Hour(s)
(Hours 0 to 23, default 1)
(Minutes 00 to 55, increments 5, default 00)
Repeat Until:
{Date Field}{Date Picker Icon} (Defaults to Start Date)
Hour/Min. choice lists (Default to Start Time + 1) (Hours 00 to 12) (Minutes 00 to 55, increments of 5) (Radio Buttons AM/PM)

Scheduling - Open-ended Daily - Example
Open-ended, Daily Example

Freq. Type Duration Frequency Sub-Section
Daily n/a Frequency Type: Daily
(Sub-Sect. Header)
Repeat Every: {text box} Day(s)
(Default 1)
Repeat Until: {Date Field}{Date Picker Icon}
(Defaults to Start Date)

Scheduling - Open-ended Weekly - Example
Open-ended, Weekly Example

Freq. Type Duration Frequency Sub-Section
Weekly n/a Frequency Type: Weekly
(Sub-Sect. Header)
Repeat Every: {text box} Day(s)
(Default 1)
Day(s) Of Week Checkboxes (Default per Start Date)
Repeat Until: {Date Field}{Date Picker Icon}
(Defaults to Start Date)

Scheduling - Open-ended Monthly - Example
Open-ended, Monthly Example

Freq. Type Duration Frequency Sub-Section
Monthly n/a Frequency Type: Monthly
(Sub-Sect. Header)
Repeat Every: {text box} Month(s)
(Default 1)
Day(s) Of Month Checkboxes (Default per Start Date)
Repeat Until: {Date Field}{Date Picker Icon}
(Defaults to Start Date)

Open/Closed Issues