To clone a calendar structure

The procedure to clone a calendar structure is as follows:

1. Navigate to Quick Menu > System > Configuration > Calendars. The Calendar Details window is displayed.
2. Select a calendar from the alphabetical list or type its name into the Search Calendar Name field. By default the list is filtered to show Current calendars. An alternative filter can be applied using the Select view drop-down field: Expired, Future or All combinations 1.
3. Click on Clone Calendar. The Calendar Details window is displayed, populated with all the structure settings of the source calendar.
4. Enter a Description for the new calendar into the field provided 2.
5. Using the Company drop-down field, ensure that the selected companies are still valid for this calendar structure and apply any required changes.
6. Amend the Effective from date for this calendar structure, as required i.e. the date on which the calendar came into effect 3.
7. Amend the Effective to date for this calendar structure, as required i.e. the date on which the calendar structure expires or to capture a change of circumstances; a blank field means the calendar structure will be ongoing.
8. Adjust which days are included within the calendar structure using the tick boxes provided.
9. Amend the Start time and End time for each active day using the clock () icon, or type in the values directly 4.
10. Click on Save.

Note

1 The Search Calendar Name field will match against any element of the calendar name.

2 System validation rules ensure that the description entered for each new calendar is unique for the effective period.

3 The Effective from date defaults to the current system date and cannot be left blank.

4 The permitted time entry format is HH:MM.

See related topics...

To create a calendar structure

To add a non working day calendar entry

To create a resource diary

To book free time resource diary slots