You can view your schedules using the following two views:
- Categorical View: Summarizes the schedules in list form.
- Tabular View: Summarizes the schedules in a timeline format.
To toggle between the views, click the view type buttons on the top left of the “Schedules" tab. Both views can be filtered by schedule category, segment, and action.
To edit a schedule, select the edit button on the schedule screen.
Once the schedule editor appears, you can update the schedule settings. Click "Save" in the bottom right corner when you are done with your changes.
To copy a schedule, select the copy button on the schedule screen.
Once the schedule appears, you'll have the option to copy the schedule to the current project or to another project within the same organization, selecting from within the drop-down. This copy functionality is extremely beneficial in scenarios where you have dry run and production projects (refer to Testing Your Project). Once you've finished testing your schedule in your dry run project, you can copy it over to your production project.
Alternatively, if you wish to delete a schedule, click "Delete" in the bottom left corner of the editing window.
You cannot change the type of schedule once it's created (e.g., from On Enrollment to Based on Participant Events). Create a new schedule with the desired type and delete the old one.