Calendars

Calendars are shared entities that define the framework for shifts, holidays, and so on, for organizations. You use the Calendars application to create and change calendars for organizations and for sites. You can create calendars to define working times as well as shifts. A calendar can also specify non-working time, such as weekends, holidays, and shutdowns.

You can create site-specific calendars with names that refer to the site, and have the site agree to use only those calendars. You can define shifts with complex repeating patterns using the Define Pattern window.

You can associate the calendars with types of records. Any number of the following records can reference a single calendar:

  • Organizations
  • People
  • Labor
  • Assets
  • Locations
  • Work orders
  • Preventive maintenance
  • Tools
  • Service level agreements

A calendar record is defined by a start date and end date, and by the shift definitions and non-working time that you apply to it. Non-working time includes holidays and any other type of non-working time that you want to define. Applying shifts and non-working time to a calendar generates the work periods for the calendar.

You are likely to need multiple calendar definitions. For example, you might use a corporate calendar that includes standard shifts and holidays. You could also use an asset calendar that includes a working time calendar for asset uptime.

Information for individuals, such as vacation, sick, personal time, and extra time worked, is not stored on the main calendar record. You use the People application or Assignment Manager to track these exceptions to the standard calendar.