Configuring calendars
Prerequisite
- Access to the Configuration > Calendar (AD016) menu.
Introduction
A calendar allows for setting the organization's working days and hours, as well as regular (weekends) and special (holidays) breaks.
Calendars can be used to check the availability of a resource, set timetables, schedule activities, etc.
SoftExpert Suite allows for parameterizing different calendars according to the organization's needs. For example, it is possible to create a default calendar containing the schedules of the organization's employees, and an extra calendar with different schedules for employees who work less hours, such as interns.
In this article, we will create a calendar named "Default calendar" as an example.
Parameterizing a calendar
See a practical example of how to configure a calendar in the video below:
• The hours entered in the Hours per day field will be used to manage and control resources in SoftExpert Suite.
• Even if the calendar is not set as default, it will be available to be associated with SoftExpert Suite records.
In addition to configuring exceptions for specific days, we can add them to days of the week. For example, we can indicate that every Friday of the year will be a day off.
To do so, simply click on the weekday and on the button to configure the exception. The exception configuration mode is the same as the one displayed in the "Parameterizing a calendar" video.
Conclusion
The calendar is ready to be associated with the system records.