Creating a calendar

Create calendars to specify days/dates, how long the calendar remains in effect, and how often processing is repeated (recurrence).

To create a calendar:
  1. Select Manage > Calendars.
  2. Click the Create button to display the Create Calendar wizard.
  3. Type a unique meaningful Name for the calendar, for example, Month End. The name can be up to 25 characters.
  4. Type a Description for the calendar.
  5. Click Next to display the Recurrence panel. The Recurrence panel specifies how often processing occurs and how long the calendar remains in effect.
  6. To select the starting date for the calendar:

    Click the Recurrence Range Start field to display the calendar.

    Select the month, year, and date that you want the calendar to take effect.

    Click OK.

  7. Select No end date to leave the calendar permanently in effect, or select an end date for the calendar by doing the following:

    Select Recurrence Range End by.

    Click the date button to display the calendar.

    Select the month, year, and date that you want the calendar to end.

    Click OK.

  8. Select a Recurrence Pattern (Daily, Weekly, Monthly, or Yearly). The display changes according to the pattern you selected.
  9. Select details for the recurrence pattern you selected.
  10. Click Next to display the Modifications panel. The processing dates are highlighted on the calendars based on the recurrence pattern.
  11. Click individual dates to remove them from the recurrence pattern. Click  the Right Arrow or Left Arrow button to move forward or backward through the calendar. Click Reset to remove all modifications to the calendar. Click Next to continue.
    Note: Modifications to a recurrence pattern remain in effect until December 31 of the following year, regardless of the recurrence end date. After December 31 of the following year, you must make the modifications again.
  12. Optionally, identify the restricted roles that have permission to modify the calendar. Select a role in Restricted Roles and click the Right Arrow button  to move it to Selected Restricted Roles.
    Note: Unrestricted roles already have permission to modify calendars and are not displayed.
  13. Specify whether the calendar will be visible to all users or only to the users in the roles you selected. If you make the calendar visible to all users, you cannot restrict visibility to specific roles after it has been referenced. Click Next.
  14. Click Next to continue.
  15. On the Confirm Choices page, click Finish.
  16. Click Close on the Finish page.