Work Time Calendar—Key Exercises

Basic Data Setup

Create a Period

Purpose: The purpose of this exercise is to create a new period that will be used when creating a new day type.

Windows:
Period

1. Open the Period window.

2. Populate the window and review the existing periods (e.g. WORK).

3. Create a new row and enter the following information:

4. Save the new period.

Result: You have now created a new period that can be used when defining a work day. This period should be used to describe lunch hours every day.

Create a Day Type

Purpose: The purpose of this exercise is to create new work types that will be used when creating a new schedule and exceptions to that schedule.

Windows:
Day Types

1. Open the Day Types window.
2. Populate the form and review the existing day types.
3. Create a new row and enter a new day type called HALFDAY. Enter a short description (e.g. Half day).
4. Save the new type.
5. Select the new record, and right-click and then click Day Type. The Day Type window will open, populated with the type that you just created.
6. Create a new table row in the Day Type window, enter the following information and select the period from the List of Values:

7. Save the new day type.

Result: You have now created a new day type, describing the working hours and lunch time when working only half day.

Note: The total amount of working time is calculated in minutes and will be displayed in the Working Time field.

8. Create another day type to describe a holiday.
9. Name this day type as HOLIDAY and enter a short description (e.g. Holiday).
10. Save the new day type.

Note: Since this day type does not include working hours, no work period will be specified. Therefore the table part of the window will be left blank.

Main Exercises

Purpose: The purpose of these exercises is to create a work time calendar that can be used in other IFS Applications components.

Windows:
Schedule
Schedule Exception
Calendar

Creating a Schedule

In this exercise, you will create a schedule that will be included later in the work time calendar. This schedule will describe the working days of a person who tests race cars. The week includes two half days.

1. Open the Schedule window.
2. Create a new schedule.
3. In the Schedule field, enter a name that describes the schedule, in this case TEST_WEEK.
4. Enter a short description in the Description field (e.g. Race Car Testing Week).
5. In the Period Length field, enter 7. In the Period Start Day field, accept the default value of Monday.
6. Save the new schedule.

Note: This schedule has a period of seven days, restarting every Monday.

7. Click on the table part of the window and select the day type for each day from the List of Values. The table should look like the table below.

8. Save the schedule.

Result: You have created a schedule that describes the working time of a test week. The week consists of seven days: five working days and two non-working (weekend) days. On two of the working days, the training is only scheduled for half a day.

Note: The working time is measured in minutes.

Creating a Schedule Exception

In this exercise, you will create an exception to the schedule created previously. This exception will describe the holidays for a test driver during one year.

1. Open the Schedule Exception window.
2. Create a new exception.
3. In the Exception Code field, enter TESTDRV. In the Description field, enter a short description (e.g. Holidays for test driver).
4. Save the new schedule exception.
5. Click on the table part of the window and define the days for the schedule exception by entering the information shown on the table below. (Select the day type from the List of Values.)

6. Save the exceptions.

Creating a Calendar

Now you are going to create a calendar. The calendar will consist of the schedule and the schedule exception defined before.

1. Open the Calendar window.
2. In the Calendar ID field, enter TESTDRIVE. In the Description field, enter a short description (e.g. Test driver calendar).
3. Click on the Exception Code field, and select the previously created TESTDRV exception from the List of Values.
4. Save the new calendar.
5. Click on the table part of the window and create a new row.
6. In the Schedule field, select TEST_WEEK from the List of Values.
7. In the Start Date field, enter the date that is the next Monday after today.
8. Save the calendar definitions.

Note: The state of the calendar is Not Generated. The calendar must be generated to function within the system.

Generating a Calendar

In this exercise, you will generate the calendar that you defined above.

1. In the Calendar window, query for the calendar that you created in the previous exercise (TESTDRIVE).
2. Right-click and then click Generate Calendar.

Note: This step might have a big impact on the overall system behavior. The effects on each component are defined in the relevant component, but the changes are of type major. 

Note: Calendar changes should not be done during business hours and the changes should be done with extreme caution. 

Note: All changes in other components are done using the usual business logic; therefore,  use the same security mechanisms as always. For example, if a calendar change makes it necessary to move a delivery date for a customer order, the user running the update should be allowed to make that change.

3. Click Yes in the first information message window that opens.
4. Click Yes in the second information message window.

Result: A background job is started, generating the calendar. This may take a while.

5. Refresh the Calendar window. Once the generation is completed, the state of the calendar will be changed to Generated.

Note: You can find information about background jobs in the Background Jobs window.