Calendar setup

A calendar is used for units that do not adhere to a typical calendar when calculating utilization for Preventive Maintenance (PM).

The calendar is assigned to a work shift. When a calendar is assigned to a work shift, units that are assigned that work shift will use the calendar to determine utilization and PM utilization for the meter type of Days.

You use the Calendar Setup page to manage calendars. Go to Menu > Setup > Calendar Setup to load the Calendar Setup page.

The Calendar Setup page has the following sections:

Calendar Setup

Used to filter the Calendars section.
Calendars

List of existing calendars.
Selected Calendar

Displays the details of the selected calendar and allows editing, if needed.

If you do not select a calendar in the Calendars section, the Selected Calendar section header displays (No Calendar).

The Calendar Setup section

Field descriptions

Calendar Name	Calendar name
Calendar Type	Calendar type
Calendar Description	Calendar description

Calendar Name

Calendar name

Calendar Type

Calendar type

Calendar Description

Calendar description

The Calendars section

Field descriptions

Calendar Name	Calendar name
Calendar Description	Calendar description
Calendar Type	Calendar type Include An Include calendar, by default, excludes every day unless that day has been clicked on to include it. When you click on a day, it will appear highlighted in Green on the Calendar tab. Exclude An Exclude calendar by default includes every day unless that day has been clicked on to exclude it. When you click on a day, it will appear highlighted in Red on the Calendar tab.
Weekends	Indicates whether Saturday or Sunday are included or excluded in the calendar calculations If the weekends are set to Include on the Include calendar type, they are included and are highlighted in green. If the weekends are set to Include on an Exclude calendar type, they are included. They are not highlighted. If the weekends are set to Exclude on an Include calendar type, they are excluded. They are highlighted. If the weekends are set to Exclude on an Exclude calendar type, they are excluded. They are highlighted in red.
Start Date	Calendar’s start date

Calendar Name

Calendar name

Calendar Description

Calendar description

Calendar Type

Calendar type

Include

An Include calendar, by default, excludes every day unless that day has been clicked on to include it. When you click on a day, it will appear highlighted in Green on the Calendar tab.
Exclude

An Exclude calendar by default includes every day unless that day has been clicked on to exclude it. When you click on a day, it will appear highlighted in Red on the Calendar tab.

Weekends

Indicates whether Saturday or Sunday are included or excluded in the calendar calculations

If the weekends are set to Include on the Include calendar type, they are included and are highlighted in green.
If the weekends are set to Include on an Exclude calendar type, they are included. They are not highlighted.
If the weekends are set to Exclude on an Include calendar type, they are excluded. They are highlighted.
If the weekends are set to Exclude on an Exclude calendar type, they are excluded. They are highlighted in red.

Start Date

Calendar’s start date

The Selected Calendar section

This section displays the current month and the next three months.

Moves the calendar view back one year

Moves the calendar view forward one year

Moves the calendar view back four months

Moves the calendar view forward four months

Date range

Users can specify a date range to display

Creating calendars

You use calendars for units that do not adhere to a typical calendar when calculating utilization for Preventive Maintenance (PM).

To create a new calendar:

Go to Menu > Setup > Calendar Setup.
The Calendar Setup page opens.
Click Add.
The Add Calendar window opens.
Make entries in the fields.

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This illustration shows a sample calendar.

For details about individual fields, see Selected Calendar.
Do one of the following:
- To save the contact, click OK.
  
  The system saves the information. The window closes.
- To save and add another contact, click Save & Add New.
The system saves the information. The window remains open to allow you to add another calendar.

To close the window without saving your changes, click Cancel.

Working with calendars

You use the Calendar Setup page to:

Edit a calendar’s name or description
Update the days included or excluded
Disable an existing calendar

Once you have created a calendar, you cannot delete it. You must disable it.

Changing a calendar’s name or description

You can change the name or description on an existing calendar.

To edit the name or description:

Go to Menu > Setup > Calendar Setup.
The Calendar Setup page opens.
In the Calendars section, select the needed calendar.
Click Edit.
The Edit Calendar window opens.
Make changes as needed.
Click OK.
The system saves the information. The window closes.

To close the window without saving your changes, click Cancel.

Updating Preventive Maintenance days on a calendar

To update the Preventive Maintenance day criteria on an existing calendar:

Go to Menu > Setup > Calendar Setup.
The Calendar Setup page opens.
In the Calendars section, select the needed calendar.

Note: When editing a calendar for including and/or excluding days, keep in mind the Calendar Type and Weekend settings used when creating calendars.
In the Selected Calendar section, make changes as needed.

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Do one of the following:
- To save the contact, click OK.
  The system saves the information. The window closes.
- To reset the calendar, click Reset Selected Days.
  The calendar clears all changes.

Disabling a calendar

You cannot delete a calendar. Instead, you can disable it. When you do, it is removed from the Calendars section. The system also removes it from the Work Shifts page.

To disable an existing calendar:

Go to Menu > Setup > Calendar Setup.
The Calendar Setup page opens.
In the Calendars section, select the needed calendar.
Click Disable.
The Disable Calendar message window opens. It asks, "Are you sure you want to disable Calendar Name?"

Note: Disabling a calendar removes the calendar from the Calendars. You cannot undo this action.
Click Disable.
The calendar is disabled. The window closes.

To close the window without saving your changes, click Cancel.