This guide describes the step-by-step process for creating and tracking scheduled activities — instrument calibrations, proficiency tests, internal audits, training sessions and more. Scheduling integrates with the application calendar.
Before you begin, make sure the following data exists:
| # | Prerequisite | Why it's needed | Page |
|---|---|---|---|
| 1 | Users | Each activity is assigned to a responsible user. | Users |
| 2 | Status Types | Define the tracking stages (for example Pending, Completed). | Settings |
Tip: Define status types in Settings first before creating schedule entries.
Go to the Scheduling page from the main menu. A table of existing entries is displayed.
The visible table columns are:
| Column | Description |
|---|---|
| Title | Description of the activity |
| Date | Scheduled date |
| Type | Category (Calibration, Proficiency Test, Audit, Training, etc.) |
| Frequency | One-time, Weekly, Monthly, Quarterly or Annual |
| Assigned To | The responsible user |
| Status | Current stage |
Click the "+" button on the toolbar to open the creation form.
Fill in the fields:
For recurring activities, select the frequency:
| Frequency | Description |
|---|---|
| One-time | Only on the specified date |
| Weekly | Every week on the same day |
| Monthly | Every month on the same date |
| Quarterly | Every 3 months |
| Annual | Once per year |
Recurring entries automatically create new occurrences in the calendar.
As the activity is carried out, update the status (for example "In Progress" → "Completed"). Add notes for findings or observations.
Scheduled activities appear automatically in the application Calendar, alongside other events. Use the calendar for an overview of pending activities.
Type in the search field for quick text filtering.
Click the filter icon to open the filter panel:
| Filter | Type | Description |
|---|---|---|
| Type | Select | Filter by activity category |
| Status | Select | Pending, In Progress, Completed |
| Frequency | Select | Filter by frequency |
| Assigned To | Select | Show activities for a single user only |
| Date From | Date | Range start date |
| Date To | Date | Range end date |
| Max Records | Number | Record limit for print/export (default: 200) |
How do recurring activities work?
The application automatically creates new occurrences based on the frequency. Each occurrence is tracked independently with its own status.
Can I link an activity to a calendar event?
Yes, scheduled activities appear automatically in the calendar. No manual linking is required.
What happens if an activity is not completed on time?
The date is highlighted in red in the table. Update the status and add notes about the delay.
Can I change the frequency of an existing entry?
Yes, open the entry in edit mode and change the frequency. The change applies to future occurrences.