A business calendar is a set of rules that define working days and hours, as well as holidays, that are applicable for the business. Business calendars can be used in iWD rules to perform date and time calculations, taking into account the working schedule of the business. Business calendars are defined on a solution level and can be used in rules only for that particular solution. Business calendars are managed in iWD Manager. Attributes and rules can be specified for each business calendar, and business calendars can be used in iWD rules.
To create new (or to manage existing) business calendars, open the Departments and Processes panel, and select the Business Calendars entry in the navigation tree.
The right-hand side of iWD Manager is split
horizontally into two panes. The upper panel displays a list of the solution's
business calendars. The
New Business Calendar button that is underneath this list is used
to create a new business calendar. You can delete business calendars by
clicking the
button that is on the right-hand of the business calendar in the business
calendar list. When a calendar in the business calendar list is selected,
the lower pane displays the attributes of the selected business calendar.
Business calendars consist of a set of standard mandatory attributes, as well as optional business calendar rules. The following table describes the standard attributes of a business calendar.
|
ID |
The business calendar identifier. This attribute is generated automatically by iWD Manager, when the calendar is created. |
|
Name |
The name of the business calendar, as it will appear throughout iWD Manager. |
|
Timezone |
The time zone of the business calendar. |
|
Week starts on |
The first day of a working week. |
|
Week ends on |
The last day of a working week. |
|
Start time |
The start time of a working day. This attribute is a representation of time in 24-hour format (hh:mm, where hh are hours and mm are minutes). |
|
End time |
The end time of a working day. This attribute is a representation of time in 24-hour format (hh:mm, where hh are hours and mm are minutes). |
Business calendar rules describe
exceptions to the regular working schedule that is defined by business
calendar standard attributes. Click the
button to add a business calendar rule, and click the
button to delete a business calendar rule.
Depending on calendar placement and entry type, the definition of a business
calendar rule can have different attributes. The following table describes
the attributes of a business calendar rule:
|
Name |
The name of the business calendar rule. |
|
Entry type |
The type of business calendar rule. This can be one of the following: Holiday: The business calendar rule describes a holiday. Time Change: The business calendar rule describes working hours that differ from the working hours of the business calendar. Note: A business calendar's holidays precede time changes; therefore, if any rule sets a day as a holiday, and there is a time change for that specific day, the time change will have no effect. This applies only to holidays that are specified by the rules of the business calendar. |
|
Calendar placement |
The calendar placement of the business calendar rule. This can be one of the following: Fixed: The business calendar rule is tied to a specific date. Relative: The business calendar rule is described in a relative way and is not tied to a specific date. For example, the first Monday of September would be a relative description. Annual: The business calendar rule that happens every year on a specific date. |
|
Definition |
The contents of this attribute depend on the selected calendar placement and entry type: Date
input control: This parameter applies only to business calendar
rules that have a fixed calendar placement. The year portion of this date
is not taken into account, when performing calculations Relative calendar placement controls: This set of controls applies only to business calendar rules that have a relative calendar placement. There are three drop-down list controls that allow specification of Place in month, Day of week, and Month of year. Place in month is defined by a value of Every, First, Second, Third, or Fourth, and is used in conjunction with Day of week (Monday, Tuesday, and so on) to describe relatively the day of month. Month of year defines to what month a business calendar applies; besides month names, it allows also specification of “any month,” if the business calendar rule must be recurrent on a monthly basis. The following are examples of definitions of a relative calendar placement: [Second] [Tuesday] of [September] [Every][Saturday] of [May] [First][Monday] of [any month] Annual calendar placement controls: This set of controls applies only to business calendar rules that have an annual calendar placement. There are two drop-down list controls that allow specification of month and date. Working hours definition controls: This set of controls applies only to business calendar rules that have a time-change type. Two input controls allow the entering of a start time and end time of the working day. Each value is a representation of time in 24-hour format (hh:mm, where hh are hours and mm are minutes). |
Perform the following steps to configure a business calendar
in which Monday
Create a new calendar, select Timezone, and set Week starts on Monday and Week ends on Friday. Then, set Start time and End time.
Add a time-change rule for Saturdays (it will mark it as working day).
Some holidays can be specified by using rules, such as Christmas or New Year's Day.
After business calendars are defined, it is possible to use them in iWD rules. Business calendars should be assigned to a task, before any business calendar-related calculations can be performed on task values.
|
Action name |
Parameters |
Description |
|---|---|---|
|
Select business calendar |
{businessCalendar} |
Assigns a business calendar to a task. A business calendar must be assigned to a task, before any business calendar-related calculations can be performed on task values. A drop-down list displays a list of business calendars that are defined for the solution. |
|
Reprioritize after |
{period} in working {periodType} |
Sets a task's reprioritization date/time to value that is calculated, based on current date/time, the task's business calendar, and specified parameters. {period} is a numeric value, and {periodType} specifies "working" minutes, hours, or days. |
|
Task Due in |
{period} in working {periodType} |
Sets a task's due date/time to a value that is calculated, based on the task's creation date/time, the task's business calendar, and specified parameters. {period} is a numeric value, and {periodType} specifies "working" minutes, hours, or days. |
|
Activate task in |
{period} in working {periodType} |
Sets a task's reprioritization date/time to a value that is calculated, based on the task's creation date/time, the task's business calendar, and specified parameters. {period} is a numeric value, and {periodType} specifies "working" minutes, hours, or days. |