Adding a Tracker Note in Schedule Editor

You can add tracker notes to a booking directly in Schedule Editor.

Before you begin

Schedule Editor must be open.

Procedure

  1. Select Live or Template from Schedule Type
  2. Do one of the following:
    • If Live was selected, type or select a date from Current Schedule.
    • If Template was selected, select a day of the week from Current Schedule.
    The Unscheduled Trips and Runs tab opens.
    Unscheduled tab displayed in the Schedule Editor
  3. To view scheduled trips. Click the A plus sign. plus icon, and select Scheduled Trips from the pop-up menu.

    Schedule Filter pop-up menu
    A Scheduled Trips tab is pinned to the Schedules pane. You can view both scheduled trips and unscheduled Trips at the same time, by navigating between the two tabs.
  4. To add a tracker note, do one of the following:
    • Right-click a booking in the Scheduled Tripsor Unscheduled Trips tab, and in the pop-up menu, click Add Note
      Add Note pop-up menu in Schedule Editor
    • Right-click a run in the Runs tab and in the pop-up menu, click Add Note.

      Add Note popup menu in the Runs tab of Schedule Editor
    • Double-click a run in the Runs tab, then right-click an event in the run-itinerary tab, and select Add Notes from the pop-up menu.

      Add Note popup menu in a run itinerary from Schedule Editor
    The Add Tracker Note pop-window opens.

    The Add Tracker Note pop-up window in Schedule Editor
  5. Select a comment in Tracker Comment.
  6. Optional: Add a comment
  7. Optional: Enter relevant information in the Note text area.
  8. Click Submit.