Common

Use a Calendar

In Common, users can add calendars for establishing SLAs in MDM. Users can assign users and configure work days, work hours, and calendar exception dates to calendars.

Calendars in MDM

A default calendar is delivered for Master Data Management. The MDM default calendar cannot be deleted. Master Data Management default calendar’s Work Day, Work Hours, and Exceptions may be changed to reflect correct values for a specific client site. Each site should have only one Master Data Management calendar.

Best practice is to have only one Master Data Management calendar per site.  However, calendars can be added to handle international date considerations.  A user can only be assigned to one calendar at a time.

To use a calendar:

Add a Calendar

To add a calendar:

  1. Select Common > Tools > Calendar from the Navigation pane.

    NOTE: If no records exist, the page displays in add mode. Otherwise, click Add.

    View the field descriptions for the Calendar page

  2. Enter a unique name for the calendar in the NAME field.
  3. Enter a description of the calendar in the DESCRIPTION field.
  4. Click Save; Vertical View displays.
  5. Enter a value in the Hours Per Day field.

    NOTE: This value indicates the number of hours in a work day.

  6. Enter a value in the Hours Per Week field.

    NOTE: This value indicates the number of hours in a work week.

  7. Enter a value in the Days Per Month field.

    NOTE: This value indicates the number of hours in a work month.

Copy a Calendar

An existing calendar can be used as the basis for a new calendar.

A copied calendar copies the work days, work hours, and exceptions.

NOTE:  A calendar’s users are not copied.

To copy a calendar:

  1. Select Common > Tools > Calendar in the Navigation pane.
  2. Select the calendar to be copied.
  3. Click Copy Calendar in the Page toolbar.

  4. Click Edit.

    View the field descriptions for the Copy Calendar page

  5. Enter the unique name of the new calendar in the New Name field.
  6. Enter a description of the new calendar in the New Description field.
  7. Click Save.
  8. Click Copy Calendar; a confirmation message displays.
  9. Click Ok.
  10. Refresh the Calendar page to view the new calendar.

View or Change a User's Calendar

The User Calendar page allows users to view and change the calendar for a user, either individually or in bulk by utilizing Excel Integration. Refer to Use Excel Integration Overview for more information on mass maintenance with Excel.

Refer to Add Individual User-Calendar Assignments for more information on making individual user calendar updates.

To view or change a user’s calendar:

  1. Select Common > Tools > Calendar in the Navigation pane.
  2. Click User View in the Page toolbar.
  3. Click Edit for a user.

View the field descriptions for the User Calendar page

  1. Click Save.
  2. Select a new calendar from the CALENDAR ID list box.

NOTE: To delete a user-calendar assignment from this page, refer to Remove Users from a Calendar.

Add a Calendar's Users

There are three ways to add a calendar to a user:

  1. Manually bulk add users to a calendar.
  2. Add individual user-calendar assignments.
  3. Use Excel integration to bulk add users to a calendar. Refer to Use Excel Integration Overview.

Manually Bulk Add Users to a Calendar

If a user is assigned to a calendar, a check mark displays in the IS MEMBER column for that USER ID on the Calendar User page.

A user can only be assigned to one calendar at a time.

If a user is assigned to a calendar, and an attempt is made to add that user to another calendar, a warning message displays. If OK is clicked, the user is removed from the other calendar and assigned to the current calendar.

To add users to a calendar:

  1. Select Common > Tools > Calendar in the Navigation pane.
  2. Click Users for a calendar.

  3. Select a USER ID.

    NOTE: To select a contiguous range of users, hold down the Shift key and select the first and last users in the range. To select a noncontiguous range of users, hold down the Ctrl key and select each user.

  4. Click Add To Calendar.

    NOTE: A check mark displays in the IS MEMBER check box.

Add Individual User-Calendar Assignments

A user can only be assigned to one calendar at a time.

If a user is assigned to a calendar, and an attempt is made to add that user to another calendar, a warning message displays. If OK is clicked, the user is removed from the other calendar and assigned to the current calendar.

To add individual user-calendar assignments:

  1. Select Common > Tools > Calendar in the Navigation pane.
  2. Click User View in the Page toolbar.
  3. Click Add.

View the field descriptions for the User Calendar page

  1. Select an ID from the USER ID list box.
  2. Select a calendar from the CALENDAR ID list box.
  3. Click Save.

NOTE: To delete a user-calendar assignment from this page, refer to Remove a Users from a Calendar for more information.

Remove Users from a Calendar

To remove users from a calendar:

  1. Select Common > Tools > Calendar in the Navigation pane.
  2. Click Users for a calendar.

  3. Select a USER ID.

    NOTE: To select a contiguous range of users, hold down the Shift key and select the first and last users in the range. To select a noncontiguous range of users, hold down the Ctrl key and select each user.

  4. Click Remove From Calendar.

    NOTE: A check mark no longer displays in the IS MEMBER check box.

Set Work Days and Work Hours for a Calendar

To set work days and times for a the MDM calendar:

  1. Select Common > Tools > Calendar from the Navigation pane.
  2. Click Work Days for a calendar.

  3. Click the WORK DAY check box to enable it to indicate that the day is a workday on the selected calendar.

    NOTE: By default Saturday and Sunday are not selected.

  4. Click Work Hours for a WEEKDAY.

  5. Click Add.

    View the field descriptions for the Work Hours page

  6. Use the sliders to indicate hour, minute and second, or click Now to set the start time to the current time.
  7. Click Done.
  8. Click the FINISH TIME field. 
  9. Use the sliders to indicate hour, minute and second, or click Now to set the finish time to the current time.
  10. Click Done.
  11. Click Save.

A work day can have multiple sets of work hours. However, a set of work hours cannot:

  • Overlap the hours of any other set of work hours
  • Start during hours already specified in another set of work hours
  • Have a finish time that is earlier than its corresponding start time

The finish time for one set of work hours can be identical to the start time of another set.

The following start and finish times are valid work hours for a work day:

Start Time

Finish Time

12:00:00 AM

9:00:00 AM

9:00:00 AM

5:00:00 PM

5:15:00 PM

11:59:00 PM

Add an Exception to the Calendar

When the users assigned to a calendar should work different hours than on a regularly scheduled work day, add a calendar exception.  For example, if regular work hours are 9:00 AM to 5:00 PM for all of the work days on a calendar, but work hours are 9:00 AM to 12:00 PM on December 24, add an exception to the calendar for this date.

To add an exception:

  1. Select Common > Tools > Calendar in the Navigation pane.

  2. Click Exceptions for a calendar.

    NOTE: If no exceptions exist, the page displays in add mode. Otherwise, click Add.

    View the field descriptions for the Calendar Exception page

  3. Enter a date in the format MM/DD/YYYY or click a date on the calendar.
  4. Click Save.
  5. Click Exception Hours for the date.
  6. Use the sliders to indicate hour, minute and second, or click Now to set the exception start time to the current time.
  7. Click Done.
  8. Click the FINISH TIME field.
  9. Use the sliders to indicate hour, minute and second, or click Now to set the exception finish time to the current time.
  10. Click Done.
  11. Click Save.

A Calendar Exception Date can have multiple sets of work hours. However, a set of work hours cannot:

  • Overlap the hours of any other set of work hours
  • Start during hours already specified
  • Have a finish time that is earlier than its corresponding  start time

The finish time for one set of work hours can be identical to the start time of another set.

The following start and finish times are valid work hours for a Calendar Exception Date:

Start Time

Finish Time

12:00:00 AM

9:00:00 AM

9:00:00 AM

5:00:00 PM

5:15:00 PM

11:59:00 PM

Copy Work Hours Across Work Days

A user can copy work hours from one work day across all the work days for a calendar instead of entering work hours for each work day in a week.

For example, the work hours for a Monday are 9:00 AM to 5:00 PM. These work hours can be copied across the remaining work days in the week, so that all work days in the calendar also have work hours from 9:00 AM to 5:00 PM.

If a work day has multiple sets of work hours, these shifts are copied across all work days in the calendar.

To copy work hours:

  1. Select Common > Tools > Calendar in the Navigation pane.
  2. Select Work Days for a calendar.

  3. Select a work day.:

    NOTE: A work day has the WORK DAY check box enabled.

    NOTE: When a work day is selected, the work hours display on the Work Hours page.

  4. Click Copy Work Hours on the Work Day page.

    NOTE: Copying work hours has no effect on non-working days. If a non-working day is selected on the Work Day page, the Copy Work Hours icon is disabled.

Any work hours already set for other work days are removed and replaced with the copied work hours.

Delete a Calendar

To delete a calendar:

  1. Select Common > Tools > Calendar in the Navigation pane.
  2. Click Delete for a calendar.

The Default and MDM default calendars cannot be deleted.