The procedure to create a calendar structure is as follows:
- Navigate to Quick Menu > System > Configuration > Calendars. The Calendar Details window is displayed.
- Click on New Calendar. The Calendar Details window is displayed.
- Enter a Description for the new calendar into the field provided
1.
- Using the Company drop-down field, multi-select all companies for which this calendar structure is relevant.
- Choose an Effective from date for this calendar structure i.e. the date on which the calendar came into effect 2.
- Choose an Effective to date if the calendar structure expires on a specific date or to capture a change of circumstances; a blank field means the calendar structure will be ongoing.
- Select which days are included within the calendar structure using the tick boxes provided.
- Enter the Start time and End time for each active day using the clock (
) icon, or type in the values directly 3.
- Click on Save. The new calendar is displayed in the alphabetical list 4.
Note
1 System validation rules ensure that the description entered for each new calendar is unique for the effective period.
2 The Effective from date defaults to the current system date and cannot be left blank.
3 The permitted time entry format is HH:MM.
4 To amend the details of an existing calendar, select the desired calendar from the alphabetical list or type its name into the Search Calendar Name field and repeat steps 3 through 9.
See related topics...
To clone a calendar structure
To add a non working day calendar entry
To add an exception day calendar entry
To create a resource diary
To book free time resource diary slots
