Days are used to build Calendars. Calendars can be added to the SLA Editor and Resources to create shift patterns.
This list of Calendars is maintained here.
The link will open the Calendars grid. It is a grid view which can be searched, sorted and customised as normal.
To add a new Calendar click New , to edit an existing Calendar click Edit . A pop up window will appear which will allow the creation or amendment of a Calendar.
Complete the fields and click Save . Once the Calendar header has been completed and saved a sub navigation will appear to allow additional entities to be assigned.
These include:
Calendar Dates are added to a Calendar to show the date ranges. These can be added as individual dates or in bulk using Calendar Day Quick Set Up.
The link will open the Calendars / Calendar Dates grid. It is a grid view that can be customised and sorted as normal.
One off days can be added individually.
To add a new Calendar Date click New , to edit an existing Calendar Date click Edit . A pop up window will appear which will allow the creation or amendment of a Calendar Date.
Creating multiple dates can aid in the speed of setting up a Calendar.
To quick set up a range of dates click Calendar Day Quick Set Up . A pop up window will appear which will allow the creation or amendment of a Calendar Dates.
Click Create Calendar Dates , the dates will be created.
Ranges of Calendar Dates can be deleted in bulk. Click Calendar Day Quick Delete , enter the dates range to delete and click Delete Calendar Days . The Calendar Days will be deleted from the Calendar.
Calendar Templates allow a pattern of days to be set up that can be used within Calendars to quickly set up Calendar Dates.
Click Calendar Form Template , A pop up window will appear which will allow the creation of Calendar Dates using the Calendar Template.
Click Create Calendar Days , the Calendar Days will be created to reflect the set up of the Calendar Template.
Resources can be assigned to Calendars to reflect Resource shifts and availability.
The link will open the Calendars / Resources grid. It is a grid view that can be customised and sorted as normal.
To assign Resources click Assign , entities in the right hand assignment window are connected.
To create Resources see Resources
Note: Calendars override Resource Rotas.