The content in this article is appropriate for: Administrators and Supervisors
SC WorkFlow (formerly known as the scripter) has the ability to create and assign custom schedules to any WorkFlow.
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💡 It's good practice to make schedules ahead of time. Because they are created independently from the Guided Interactions and WorkFlows, they can be made, stored, and then associated with a WorkFlow as needed.
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Click Schedules in the left-hand navigation bar
Click +New Schedule in the top left
On the New Schedule page:
Name: Label for the schedule
Description: (optional)
Type:
weekly: Displays all the days of the week (Sun-Sat).
To add a time slot, click in the gray area on the desired day, then drag the edge of the time slot left/right to lengthen or shorten it. The start and end times will adjust as you move. A 24-hour clock is used.
To delete a scheduled time slot, right click on it and choose deletechoose Delete.
monthly: Displays a timeline that allows you to select a date or range of dates which would be repeated every month.
⚠️ This type of schedule goes by date only (1st, 2nd, 3rd, etc). A monthly schedule does not allow you to set a complex schedule such as "First and third Thursday of every month" since those days will fall on different dates from month to month.
To add a date, click in the gray area. Click and drag to adjust to the desired date or click and drag the edge of the date to create a range of dates.
To delete a scheduled date range, right click on it and choose delete.
➡️ If you are unable to see date\time ranges past a certain point, maximize your screen!
dates: Allows you to set a range of dates that are not repeated.
By default, the Start date will date (listed first) will be today's date and the End date will date (listed second) will be tomorrow's date. Both times will display as 00:00.
To change the start/end date, click on the date, then , navigate to the desired date on the calendar and click to select it.
To change the start/end time, click the hours/minutes and select from the dropdown (24 hour clock format).
💡 To block a full day(s), it is advised that the start time is set to 00:00 and the end time set to 23:59*The above entry blocks out 2 full days, starting at midnight on the 23rd, and ending 48 hours later, at 11:59pm on the 24th.
To add a separate date or date range entry, click the + button When button
When all of the desired dates have been added, click CreateClick OK to close the pop-up and return to the Schedule list. click Update
The schedule you just created is now available to be used.
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Now that the schedule has been created, it can be associated with one or more WorkFlows.
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WorkFlows in the left-hand navigation bar
Find the WorkFlow you wish to attach the schedule to, and click to open it
Click
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the Edit button in the top right
Click the Dynamic date holiday scheduling text box
Begin typing the name of the schedule you want to use, or navigate through the list using the Prev/Next buttons
Click to add the schedule(s)
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To remove a schedule, click the x to clear it
Click Update to save and close the WorkFlow settings