Link Calendar Exceptions to a Calendar

Identify dates and time periods during which there are exceptions to the normal working day and hour rules. This functionality can also be used to specify asset stationary time, which is used for automatic daily allocation. Visit the Automatic Daily Allocation topic to learn more about how work is allocated.

Please note!

How to… Link Calendar Exceptions to the Calendar 

 

To add an exception to a calendar, you need to do the following:

  1. Add the calendar exception
  2. Specify the exception hours - only required for working day exceptions and stationary exceptions to asset calendars

1. Add the calendar exception

You can add a 'non-working' day exception to a working day to make the entire day unavailable. Or you can add a 'working-day' exception AND exception hours to a non-working day to make assets or staff members available for specific periods.

For example, if you want your staff members to be available on a Saturday (non-working day) from 08:00 to 12:00, and from 13:00 to 16:00, you need to do the following:

  1. Add a working day exception to the Saturday
  2. Specify two calendar exception hours:

Time before the first period and after the last period will remain unavailable. The time between the two specified periods (12:00 to 13:00) will also remain unavailable.

To add a calendar exception, you need to:

  1. Open the calendar edit window.

  2. Click the Detail Edit Window button on the toolbar and select Calendar Exceptions.

  3. In the Calendar Exceptions detail edit window, click the Insert New Record () button to add a new exception.

  4. Provide the following information for each exception.

    Field

    Description

    Date

    Specifies the date on which the exception is effective.

    Description

    Provides a brief description of the exception.

    Working Day

    Indicates whether the exception is a working day or non-working day. Select the check box if the exception is for a working day, or clear the check box if the exception is for a non-working day.

     

    Non-working day exceptions (check box not selected)

     

    • Adding a 'non-working' day exception to a day that is already a non-working day has no effect on asset and staff member availability, regardless of the specified calendar exception hours.

    • Adding a 'non-working' day exception to a working day makes the asset or staff member unavailable for the entire day, regardless of the specified calendar exception hours.

     

    Working day exceptions (check box selected)

     

    • Adding a 'working day' exception to a non-working day makes the asset or staff member available for the specified exception hours.

    • Adding a 'working day' exception to a day that is already a working day ignores the working day's hours, and only makes the asset or staff member available for the specified exception hours.

    Inherited

    Indicates whether the exception is inherited from the calendar's parent calendar. This field cannot be modified. It will be selected automatically if the exception is inherited.

  5. Click the Save Changes () button to save the exception to the calendar.

2. Specify the exception hours - only required for working day exceptions and stationary exceptions

Specifying exception hours lets you define specific time slots during which assets and staff members are available on a non-working day. You must first specify a working day exception before specifying the time periods.

Note: You can add multiple exception hours to a calendar exception.

To specify exception hours, you need to:

  1. Select the working day exception that you want to specify the hours for.

  2. Click the Insert New Record () button in the Calendar Exception Hours tab to add the exception hours.

  3. Provide the following information for each exception hour:

    Field

    Description

    From Time

    The start of the exception.

    To Time

    The end of the exception.

    Duration

    This field is not editable. It automatically calculates the number of hours between the specified From Time and To Time.

    Classification Code

    The type of exception.

    Note: If you are specifying a stationary exception for Daily Allocation purposes, ensure that you select the stationary classification specified in the Stationary Classification system option.

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  4. Click the Save Changes () button to save the exception to the calendar.