Chapter 5. WebLink Scheduler Option

Scheduling Overview

The WebLink Scheduler module allows you to enter control commands in a calendar style interface to send control commands to various devices such as telephone style override, relays, and switch code groups. The control commands are entered to occur on specific dates and times, and can be set to repeat periodically using a variety of parameters. In addition, commands can be set to occur during specific ranges of dates, and exceptions can be handled as well. Once control commands are entered into the Scheduler, the device will automatically send the commands at the appropriate time, and log the result to a database for later review.

The Scheduler interface is accessible via Web Browser, and is made up of the Main page, plus four standard views, as follows:

Adding Actions to your Schedule

You can add new actions to a schedule from the Day and Week views of the Scheduler. When you click the New icon, a pop up interface (see Figure 5.1, “Schedule - Action”) will appear so that you can define your New Action.

Figure 5.1. Schedule - Action

Schedule - Action

Actions have the following attributes:

  • Begins on Date... Date on which this action will first be performed. Defaults to todays date for new actions

  • Time...

    Absolute... Time of Day

    Astronomical... Time relative to Sunrise or Sunset

    Defaults to Absolute, at current time for new events.

  • Description... A description should be entered (see Figure 5.2, “Schedule - Action - Add Description”) that will appear on the various views of the schedule for this action. This defaults to blank, but you should fill in with a description you will recognize.

    Figure 5.2. Schedule - Action - Add Description

    Schedule - Action - Add Description


  • Command Option... You may select to Command a specific device to a specific state, such as switch code, phone code, or relay, or you may select from a Template, which is a set of such commands that has been previously configured. Templates may have such commands at various time offsets. See the section called “Schedule - Templates” for more information on Templates. Click the Device button, then you will be prompted to choose the desired device (see Figure 5.3, “Schedule - Action - Choose Device”). After selecting the device, you will also be able to Select the State (see Figure 5.4, “Schedule - Action - Device State”)from a selection of options appropriate to the type of device you have selected.

    Figure 5.3. Schedule - Action - Choose Device

    Schedule - Action - Choose Device


    Figure 5.4. Schedule - Action - Device State

    Schedule - Action - Device State


  • Color Option... You may choose a color that will be used to display this action on the calendar views (see Figure 5.5, “Schedule - Action - Choose Color”). There are already default colors that are used for actions added to the scheduler. Actions, Templates, and Template Items all have default colors that are used and are defined in the color theme setup for the WebLink (see the section called “Setup - Settings Tab - Style Selector / Editor”). You have an opportunity to change the default color option for each action that is added to the Scheduler, which may be of interest to customize the display for individual actions. Click the Choose color option, then you will see a pop up color selector displayed. Simply click the desired color. If you change your mind, you may click the "User Default Color" option to revert to the default.

    Figure 5.5. Schedule - Action - Choose Color

    Schedule - Action - Choose Color


  • Recurrence / Exceptions

    Any action you add can be set to recur at various times in the future, and in such a case you can further refine the future events by selecting exceptions to the recurring rule. Click the Recurring button to view and modify these options (see Figure 5.6, “Schedule - Action - Add Recur”).

    Figure 5.6. Schedule - Action - Add Recur

    Schedule - Action - Add Recur


WebLink Scheduler Configuration - Using with WinControl

The WebLink Scheduler interoperates with WinControl. In situations without WebLink Scheduler, schedules are configured in WinControl, and relays are assigned to follow those schedules. Schedules in WinControl are of a weekly, repeating variety. In WinControl, if your schedules do not repeat each week, it requires constant modifications and updates to the WinControl programming.

The WebLink Scheduler allows you to utilize scheduling in a manner that is not constrained by requirements of a constantly repeating schedule. Instead of defining a repeating schedule, and assigning devices to follow that schedule, the WebLink Scheduler takes a different approach. In WebLink Scheduler, you specify the action you want to happen, which will correspond to controlling a device (relay), or group of devices (via phone code or switch code, or template). When you define such an action, you will typically configure that action to repeat (a Weekly repeat is similar to WinControl scheduling).

If you want to transition your scheduling from WinControl Scheduling to WebLink Scheduling, we suggest the following steps:

  • Program a Switch Code for each of the schedules in WinControl. Each Switch Code should be programmed as Blink Warn (which emulates scheduling scenarious). Add all relays to the Switch Code that were set to follow the corresponding WinControl Schedule. For instance, if Schedule 1 in WinControl controlled all relays in panel 22, you would create a Switch Code (you only need to use Switch Codes that are not already in use, so you might start with Switch Code 900-1 for example). To 900-1, you would add all relays in panel 22. Repeat this process for each Schedule that was in use in WinControl.

  • Transfer your New Programs to your devices... if you WebLink is in place and operating, the WebLink will automatically receive your new Switch Code programs.

  • Use the New button in the WebLink Scheduler to create actions that correspond to the times of the events in WinControl for the corresponding schedule. If Schedule 1 in WinControl was turned on Mon-Fri at 8am and off at 6pm, you would click the "New" button once to add an action at 8am, and select to turn ON Switch Code 900-1 (in our example), and set to recur Weekly, checking Mon, Tue, Wed, Thu, and Fri. You would save, then click "New" again and repeat for the 6pm event.

  • Let the WebLink scheduler run for a few days, and verify that your events are appearing properly in the Main Scheduler log each day. When satisified it is working properly, remove all events from the WinControl Schedules, and again Transfer New Programs.

[Warning]Warning

WebLink Scheduler does not provide the "Disable Override Duration" automatically at 3:01 each day. To preserve this feature, make sure all relays in WinControl follow at least a single schedule that is setup with a 3:01 Disable Override Duration time. No other events need exist in the schedule. If relays do not follow a schedule, and you do not "Schedule" lights on in the morning, then subsequent overrides will automatically time out.

Schedule - Main

The Main page shown in Figure 5.7, “Schedule - Main View” includes a listing of all of todays scheduled events on the right, in time order, and a listing of events, sheduled as well as overrides activated via the WebLink, on the left. You may navigate to one of the four views below by clicking one of the four view icons on the right, above label 3.

This main page is divided into 4 parts, as called out by the icons shown in the figure. The parts are:

  1. A list of all the Recent Actions that the WebLink has performed.

  2. A list of all the Actions that the WebLink will perform today. The list is color coded to make it easy to see which actions have already occurred versus those that have not yet occured. See the section called “Setup - Settings Tab - Style Selector / Editor” for more information on changing these colors.

  3. Linking Icons to be able to see the schedules in Daily, Weekly, Monthly, or Yearly views. These four icons are located above the numbered callout on the figure.

  4. Some facility managers have asked for a way to create a list of actions to simplify the programming of sites – for instance a Arena may want to have one action occur at “Startup”, but then have another action occur 10 minutes later, and another action 5 minutes later, and another action 1 minute late. Rather than have them list out this sequence of actions every day, they can create a template listing all the actions. Then, they can schedule the template and all the events will happen in the proper order.

Figure 5.7. Schedule - Main View

Schedule - Main View


Schedule - Day

Most often from the main schedule screen the facility manager will want to go into the Daily view. After clicking on the appropriate icon in area 3, they are brought to the screen shown in Figure 5.8, “Schedule - Daily View”. For many, the method of interaction with this screen will be intuitive, as it is similar to the screens for many task scheduling programs (Outlook, etc…).

Events in the Daily View (in fact in every view) are both an identification of the Action, as well as a link to an Action Modifier dialog. To edit an existing event, simply click on the event itself. Or, to create a new event, click on the “New” button in the upper left. In either case the Action Info page will appear. From here, you may choose to modify the day the event happens, the time it happens, and/or the group of relays being controlled. What’s particularly nice is that if the event needs to happen repeatedly, the user can click on the “Repeating Event” button, and a dialog box will appear that allows you to choose how often the event should repeat – every day, every week (For the next 7 Mondays for instance), every month (the 5th of every month for the next 3 months), or every year (Every 4th of July from now on). Modifiers allow the user to pick how many times the event should repeat, or until what day. The WebLink even allows relative events to be pre-programmed – like those that occur the last Sunday of every month - quickly and easily. And once programmed, these recurring events are clearly identified in the daily and weekly views by the little circular arrows preceding the event.

One benefit that’s not necessarily obvious – Events can be applied to individual relays, or groups of relays defined by a telephone code or a switch code. That means that for events where individual relay control is required, the WebLink can handle it. An example would be when an engineer wants to stagger start a large number of arena lights relay by relay to minimize inrush. But the WebLink also allows groups of relays to be controlled, so for instance each gallery in a Museum or each Hall in a Convention Center can be easily assigned their own unique schedule.

Reference the section called “Adding Actions to your Schedule” to see how such events are added to schedule.

The Day view shown provides a listing of all of todays schedules events and allows you to edit and add new events. You may jump to the current Day view by selecting the "Today" button. You may return to the Main view by clicking "Main".

Figure 5.8. Schedule - Daily View

Schedule - Daily View


Schedule - Monthly

If the user wants to get a more inclusive view of all the events going on, then they can bring up the Weekly, Monthly or Yearly views. As in the Daily view, each event can be clicked on and edited quickly and easily.

The Month view shown in Figure 5.9, “Schedule - Monthly View”provides a listing of all of the events scheduled for the current month, and allows you toedit and add new events. From the month view, you may click on a date to bring up the Day view, or click on an event to bring up the Event editor. You may also add newevents view the "New" button. You may jump to the current month view by selecting the "Today" button. You may return to the Main view by clicking "Main".

Figure 5.9. Schedule - Monthly View

Schedule - Monthly View


Schedule - Weekly

The Week view shown in Figure 5.10, “Schedule - Weekly View”provides a listing of all of the events scheduled for the current calendar week, Sunday through Saturday. You may click on a given day in this view to pull up the Day view, or click on a particular event to bring up the Event editor. Youmay also add newevents view the "New" button. You may jump to the current week view by selecting the "Today" button. You may return to the Main view by clicking "Main".

Figure 5.10. Schedule - Weekly View

Schedule - Weekly View


Schedule - Year

The Year view shown in Figure 5.11, “Schedule - Year”provides a listing of the 12 months in the current year, and allows you to select a particular Month and go to the Month view for that month. You may select a particular day and go to the Day view for that date. You may also navigate from one year to the next. You may return to the Main view by clicking "Main".

Figure 5.11. Schedule - Year

Schedule - Year


The WebLink in action... a couple of example schedules

Here are two quick examples, both of which happen often at sites that have public events.

  1. The quick change

    Lights have been scheduled for an evening dinner party in the gallery of a museum. That Gallery was scheduled weeks before to go ON at 6:00am and to go OFF at 9:30pm when the even finishes. Right before the engineer is due to leave for the day, a phone call from event services comes in: “The times for the party are wrong – can you keep the lights ON till 2:00am the next day?”

    With most systems it’s not easy to change a specially programmed event. With the WebLink, all the engineer has to do is bring up the daily schedule, click on the preprogrammed 9:30pm OFF event, and in the Event Action dialog box change the time to 2:00am the next day. Save the screen, and the engineer’s finished.

  2. Every day’s the same, except…

    The benefit of a repeating event is obvious – schedule it once, and then it just keeps occurring without any further intervention. But what does the engineer do when something out of the ordinary happens and the schedule has to be changed for just one evening? An example of this is a gallery that closes every night Monday through Friday at 7:30pm, but on the next Tuesday the cleaners need the lights to stay on till 11:30pm. With many systems, the engineer would have to change the repeating event, and then remember to change it back after the one time occurrence. With the WebLink this becomes a very simple change. The engineer would click on the repeating 7:30pm OFF event on the day that needs to be changed, and change the time to 11:30pm. When the save button is clicked, the WebLink brings up a dialog box that asks if the change just made should apply to the event on just that one day, or every day. Since it’s a one time change, the engineer can select “One Only”, and the schedule will still show a 7:30pm recurring event for every day except for that Tuesday, when it will show an 11:30pm OFF instead.

Schedule - Templates

Templates are a method of creating schedules that allows you to have multiple actions scheduled as part of a group of actions. Within the template, you may specify multiple actions that will occur when the Template is placed in the schedule. Actions may all occur at the same time, or at times that are 'offset' from the Scheduled time when the Template is added to the Schedule.

For example, a template may be created that corresponds to the start time for a certain type of event, such as a Store Opening, or the start of a Football Game. As such, all of the actions in the template are based on the start time of the main 'Event'. In our example, when the Store Opens, you might want certain loads or lights to turn ON 30 minutes prior to the store opening, and additional lights (loads) turning ON at the time of the Store Open. When creating the template, you simply add each action to the Template, and specify the offset time (e.g. 0 or 30 minutes prior), to the Event Time.

When a Template is inserted into the Daily Schedule, you are specifying the time of the Event (e.g. Store Open). In this case, the actions that are to occur 30 minutes prior to Store open will automatically happen. When creating a Schedule Template, you may specify a 'Color' to use to display future occurences of that particular template. Unless overridden when adding to the schedule (see color option in the section called “Adding Actions to your Schedule”), the color used to display occurences of that template will use the color setting selected. You may also choose to leave the color as the "Default", which means the template will use the default color in the theme for Template Actions (see the section called “Setup - Settings Tab - Style Selector / Editor”).

The individual events that make up the template are not displayed by default on any of the Schedule views. You may choose to show the individual actions by click on the "Details" checkbox on any of the schedule views.

Figure 5.12. Schedule - Schedule Template

Schedule - Schedule Template


Figure 5.13. Schedule - Schedule Template No Details

Schedule - Schedule Template No Details


Figure 5.14. Schedule - Schedule Template Details

Schedule - Schedule Template Details