Edit Status Sheet
On this dialog, there are two tabs to configure your sheet.
Description Tab
- Sheet name Name of the sheet.
- Sheet description Description of the sheet
- Time zone The time zone in which this sheet will operate. This is important when you are setting schedule when you want the status update reminders and reports to be sent out (see below).
Schedule Tab
On this tab you can see and edit the schedule for the status update processes.
Status Update State
- If the status updates are paused that means that none of the periodic processes will be executing. Reminder and status update report emails will not be sent to the sheet members. If you are in this state, the button will appear allowing you to enable the sheet for processing.
- If the status updates are enabled the both reminders and status update emails will be sent out on the appropriate schedule. If you are in this state, the button will appear. By clicking on it you will disable the periodic processes for the sheet.
Status Update Schedule
The schedule for your sheet will appear in the blue section.
To edit the schedule, click on the .
The following settings can be set:
- Update frequency How often should the status updates occur (weekly, daily, monthly, etc). Frequency choices are:
- Daily (M - F) Every work day (Monday through Friday)
- Weekly Once a week on a specific day of the week
- Every other odd week Every other week on a specific day of the week. The odd weeks are determined by the ISO Week calendar (See current week number)
- Every other even week Same as above but for even numbered weeks.
- Monthly Once a month on a specific day of a specific week within each month.
- Day of week Which day of week should the status updates occur.
- Time What time of day should the status update be due.
- Reminder timing When to send a reminder to members to submit their status updates.
- Report timing When to send out the report after the status update due date.