Knowledge Base/Schools solutions

Q. In my School Audit work-papers there are two lead schedules for some of the evidence sections. How do I delete the extra one?

Clive McKegg
posted this on February 22, 2010 11:44 am

A. Lead Schedules are created based on the names of the sections and the type of job. For most job types the lead schedules have the same name, but for schools (for some unexplained reason...) we called them different names in some cases (e.g. 'Stock on Hand' instead of 'Inventory'). So in year 2 of a job when the client trail balance has been entered and the 'create lead schedules' button is selected the program looks for lead schedules with the name of the section. If it doesn't find them it adds a default page. So if a the lead schedule   'Stock on Hand' already existed in the 'Inventory' section and there was no page called 'Inventory' in the Schools template it would add a general version of 'Inventory'' meaning there would now be two lead schedules; one from the schools template and one from the General template. 

Duplicate_lead_schedules.gif

So... we have now fixed the logic so it shouldn't happen again going forward BUT for the jobs where there are two lead schedules you will need to go in and manually remove the 'General' one. To do this we need to temporarily give the job a 'General' control page to enable us to delete these 'General' pages. Here's how:

  1. On the Control Page of the school with duplicated pages select 'edit' (bottom right corner). You should see this: Duplicate_lead_schedules_edit.gif
  2. Select preview next to General. This will temporarily treat the job like it is a General client not a School client. You will see the following picture at the top of the page. Do not click on 'apply' but instead scroll down to the section with the duplicate lead schedule.Duplicate_lead_schedules_preview_control.gif
  3. Now you can see the General version of the page that you want to delete. Hover over it until you see the rubbish bin icon and delete.Duplicate_lead_schedules_delete_page.gif
  4. Delete all the lead schedules not required then scroll to the top and select 'cancel' in the preview dialog box (picture in point 2 above).  Now there will only be one version of the Lead Schedule showing in your Index.

Update Note: If sup-pages are showing in the index before the lead schedule this indicates that you have a General lead schedules not the correct School one. Once you perform the procedure above the correct order will be restored.