Create a named starts preference pattern

Before you can apply a named starts preference pattern to an item such as a resource or module, you must create it in EDRDM. A starts pattern is a description of the preferred start times for activities.

To create a named starts preference pattern, follow these steps:

  1. In the main EDRDM window, find the Time Constraints area.
  2. In that area, click New in the Start Preferences 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 starts preference 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 starts pattern, click the property box in the Starts row. The starts pattern editor opens.
  5. A number annotated screenshot that indicates the position of the palette and the period grid

    The Starts pattern editor in the Start Preference Pattern window.

  6. Edit the starts preferences of particular periods. To set the preference level for a period, click a colour from the palette (1, above) beside the week grid. The palette contains colours that represent a range of preferences from strong red (strongly avoid) to strong green (strongly prefer). Then, apply the colour to periods (2); you can use the same actions that you use when you specify period availability, see Edit the availability of periods.

    Note: Although you use many of the same actions when you create them, starts patterns and availability patterns are significantly different. The main differences between a starts pattern and an availability pattern are that:

    • Week patterns are not relevant to starts patterns.
    • When you customise a starts pattern, you specify a level of preference for each period, rather than a basic "yes\no" availability.

  7. To close the starts pattern editor, click the cross Dark cross at its bottom corner.
  8. To save the new pattern, click Apply. Or, to save it and close the form, click OK.
  9. 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 starts 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