The company calendar

The company calendar holds your organization's special days: public holidays, planned shutdowns, the days a site is closed, the week of the annual plant shutdown… You use these entries in recurring work order rules:

• Exception Settings › Company Calendar Entries: no work orders are created on these days.
• Selected Dates › Company Calendar Entries: work orders are created only on these days (e.g. during the shutdown week).

Who can do this?

• Permission needed: Organization › Company Calendar
• Usually: People with the Organization Admin permission

Your permission is computed from the assignments made to you and your teams. How?

Adding an entry

1. Open Organization › Company Calendar. The entries are shown on a calendar by month, week or day.
2. Click New.
3. Enter a Title (e.g. Thanksgiving, Summer plant shutdown), a Color and a Description.
4. Add one or more date ranges with Add Entry under Date Entries.
5. Click Save.

tip

One calendar entry can be used by many rules. When the dates change, update only the calendar entry; every rule that uses it follows the new dates.