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Schedule

Managing a germplasm inventory requires staff to systematically complete essential tasks. The Inventory actions and Schedule features help manage these daily operations.

The Schedule feature groups inventory actions to provide an overview of activities occurring in a selected time period.

Inventory action schedule

Adding and monitoring inventory actions​

Use inventory actions to efficiently schedule and record ongoing tasks with target dates. This allows you to monitor tasks in progress and review completed actions.

The administrator customizes a list of available inventory actions to suit your genebank's needs. Select the appropriate action from this list when recording a task.

List of available inventory actions

To record an action, first select the inventory items it applies to. Follow these steps:

  • Select inventory items from a list.
  • Open the action menu at the bottom right and click Schedule inventory action.
  • Complete the Inventory Action form.
  • Review actions using lists or the Schedule feature.
  • Edit or delete actions as needed.

Adding an inventory action​

Select the relevant inventory items from the list, open the action button at the bottom right, and click Schedule inventory action.

Selecting inventory items for action

Scheduling inventory action menu

The Schedule inventory action form contains fields for documenting the action, each with a description. The Method and Action Cooperator fields suggest available choices from the database as you type.

Schedule inventory action form

Listing inventory actions and their statuses​

Use these methods to determine which actions are scheduled for inventory items:

Editing actions for a specific inventory item​

When viewing an inventory record, click the Actions tab in the banner to list all associated actions.

Actions tab for inventory item

Select an action from the list and use the button at the lower right to Edit or Remove it.

Editing/removing inventory action

Displaying actions for multiple inventory items​

Select Inventory actions from the Inventory menu to list actions for the current set of inventory records. The banner displays four action status headings.

Multiple inventory actions grid

Use the banner tabs to filter by status:

  • In Progress – actions that have started but not yet finished
  • Pending – actions that have not started, with a Not Before Date prior to today
  • Completed – finished actions, with the Duration showing days taken
  • Scheduled – actions not yet started, with the Not Before Date showing days remaining until they become pending

Monitoring a schedule of actions​

Select Schedule in the Inventory menu for an overall view of inventory actions. This feature displays progress metrics graphically, categorized by action type.

Inventory action schedule overview

Click a label in an action section to see a list of corresponding inventory items. For example, selecting Added shows items added to the 100 seed weight task.

Action section selection

List of items for specific action