Create a named availability pattern

Before you can apply a named availability pattern to a resource or an activity, you must create it in EDRDM.

To create a named availability pattern, follow these steps:

  1. In the main EDRDM window, find the Time Constraints area.
  2. In that area, click New in the Named Availability Patterns row.
  3. EDRDM opens a form that you can enter the new pattern's properties into.
    • Single-line text properties such as Name and Description: Click the property box, then type. If you do not specify a host key in the Host Key box, EDRDM will generate a unique host key.

      Example text in a single-line text property

      Single-line text property

    • Multi-line text properties such as User Text 1: Click the property box. In the popup window that is displayed, click and type, then click OK.

      Example text in a multi-line text property

      Multi-line text property

    • Department: In the Department row, click the property box. Then, in the list that is displayed, select a value (Note: the example below is from the Suitability form). In conjunction with the permissions that are specified in Authorisation Manager, the Department property can determine who is able to edit or delete this named availability pattern.

      An item selected in a list that you can select a single item from

      Single value selection property

    • Tags: In the Tags row, click the property box, then select values.
  4. To begin specifying the availability pattern, click the property box in the Weeks row. The availability pattern editor opens.
  5. The period grid, white and grey box palette, the Teaching week pattern area, the Week Pattern for Constraints area

    The Availability pattern editor in the Availability Pattern window.

  6. To edit the availability of whole weeks, follow these steps:
    • To toggle the availability of a single week, click its cell in the Teaching Week Pattern bar.
    • To specify a single week as available and all other weeks as unavailable, right-click that week.
    • To toggle the availability of a range of weeks, click then drag from the first week in the range to the last. The availability change applied to the first week in the range is applied to every week in the range.
    • To set all weeks to available, right click above the bar and between a pair of week numbers, then click Select All Weeks. To set all weeks to unavailable, click Clear All Weeks.
  7. Edit the availability of periods within particular weeks. For instructions, see Edit the availability of periods.
  8. To close the availability pattern editor, click the cross Dark cross at its bottom corner.
  9. To save the new pattern, click Apply. Or, to save it and close the form, click OK.
  10. Note: If you have not yet clicked Apply and you do not require the new item, click Discard; the new item is deleted. Or, to discard the item and close the window, click Cancel.

Alternatively, if you want to look at another named availability pattern when you create one, click Show (beside the New button). EDRDM opens a list of patterns. In that window, click the plus icon below the item list (see below) to create an item. In the new row, enter the new item's properties, then click Apply to save the item (or OK to save the item and close the window). If a property that you want to use is not present, add it to the table.

A red square that indicates the position of the "plus" icon

The "plus" icon below the item list

Scientia Ref: 4283. For Enterprise Desktop Reference Data Manager 3.15.1. Copyright © Scientia Ltd. 2019