Data Schedule Template

1. On the 360 Toolbox menu, click User Settings and Tools > Data Schedule Template.
2. Select Data Schedule Template. The Data Schedule Template dialog box appears.

1. Select the desired template in the Data Schedule column.
2. On the File menu, click Copy Data Schedule Template.
3. The data entry fields appear below the grid. Enter all pertinent information, paying close attention to the required fields. See Data Schedule Template Selections for details.
4. On the form section menu, click Add.

1. Select a non-permanent template. You cannot edit a permanent Data Schedule Template (indicated with an X in the Permanent column.
2. Click Edit on the Data Schedule Template section menu.
3. The data entry fields appear below the grid. Enter all pertinent information, paying close attention to the required fields. See Data Schedule Template Selections for details.
4. On the form section menu, click Update.

1. Click New on the Data Schedule Template section menu.
2. The data entry fields appear below the grid. Enter all pertinent information, paying close attention to the required fields. See Data Schedule Template Selections for details.
3. On the form section menu, click Add.

The bottom of the Data Schedule Template data entry form contains a grid with multiple features allowing you to assign, organize and display the data as you wish.

Field/ Group	What is this?
Assigning Column Headers	The information shown in this field depends on the choices you made in the Data Schedule Template section heading. Choosing to Edit or Copy an existing template will pull the default column headings from that template. Choosing to create a New template displays the grid with no column headings. Right-clicking in the first cell of a column (not the column heading) reveals the following menu choices: Filter Type What does it do? Copy from Grid These filters are available when a column heading is in place. Insert Column Heading Remove Column Heading Ignore Column Heading Assign Heading Use this filter to assign your Data Schedule Column Headings. Drivers Data Schedule Column Heading Drivers Driver # Name Address City State Zip Date of Birth Social Security Sex Marital Status State Licensed Year Licensed Driver License # Commercial Driver Since Hire Date Use Vehicle # Percent Use EDP Scheduled Equipment Data Schedule Column Heading EDP Scheduled Equipment Location # Building # Item # Category Manufacturer Model Serial # Ownership Current Full Value Amount of Ins. Equipment Floater Scheduled Equipment Data Schedule Column Heading Equipment Floater Scheduled Equipment Location # Building # Category Item # Customer's item # Year Manufacturer Model Description Serial # Amount of Ins. Capacity Condition Ownership Purchase Date Valuation Type Value Valuation Date Locations Data Schedule Column Heading Locations Location # Building Same as Location Address 1 Address 2 City State Zip County City Limits Interest Year Built Part Occupied Description Vehicles Data Schedule Column Heading Vehicles Vehicle # Customer Vehicle # Year Make Model Body Type VIN Symbol/Age Cost New Purchase Date License Plate # License State Fleet? Garage Location # Usage Class SIC Territory Seating Capacity GVW/GCW Horse Power Radius Farthest Term Near Zone Far Zone Special Use Special Class Code Primary Rate Liability Factor Primary Rate PD Factor Second Rate Factor   For additional information on working within a grid in AMS360, see Grids in AMS360.
Organizing Your Data	Right-clicking on the column heading shows the following menu. Filter Type What does it do? Sort Ascending Sort Descending These features are not available for this grid. Group By This Field This feature is not available for this grid. Best Fit Adjusts the current column width to the length of the cell containing the most data.   You can also adjust the size of a column by placing your cursor between two column headers until your cursor turns into a double-headed arrow. Then click and drag the column boundary to the right or left until it is the width you want. Can Filter Turns on or off the ability to filter the data that appears in the grid. Select the black arrow on the right side of the column and choose from the following options: Filter Type What does it do? All Display all rows. Custom Apply two criteria values within the current column by using the operators (equal, greater than) or the comparison values (and/or). Using this feature you can apply a custom filter to the list. Blanks Display only rows that contain a blank cell in the filtered column. NonBlanks Display only rows that contain a value in the filtered column. Specific item Choose to display only rows that contain a specific value in the filtered column. Clear Filter Sets filter option back to the default (All) Best Fit (all columns) Adjusts all column widths to the length of the cell containing the most data for each column.     For additional information on working within a grid in AMS360, see Grids in AMS360.