Holiday Schedule Setup | Navusoft Knowledge Base

Pathway: Setup > Operations > Holiday Schedule

Utilize the Holiday Schedule tool to create, schedule, and update holiday dates. Scheduled holidays appear on all customer calendars and the customer portal. The tool consists of two sections for managing recurring holidays: the top section identifies the holidays, while the bottom section (Holiday Schedule Items) schedules them using date fields.

Permissions

The following permission is required to view, add and edit the Holiday Schedule Setup screen:

Permission ID	Permission Name
24	Setup \ Operations

Add Holiday Schedule

The Add Holiday Schedule tool creates holiday labels for holiday dates to be scheduled into.

Add a Holiday:

Select the green '+' icon and 'Add Holiday Schedule Item' pop up label maker will appear.
Enter the Name of the holiday to the name field.
Enter a Note (optional). Notes are internal and do not display on the Customer Calendar.
Click Save when finished.

Add Holiday Schedule Item

In the Holiday Schedule Items section, schedule the previously identified holidays using From Date and To Date fields. Select a holiday from the section above to begin scheduling.

IMPORTANT: Content entered in the Name and Note fields here display on the calendar for all accounts and customer portals.

Schedule a Holiday:

Select the holiday from the top section you would like to create a holiday schedule for.
Select the green '+' icon and the 'Add Holiday Schedule Item' popup editor will display.
Enter a Name for the holiday. This displays on the Calendar for all accounts.
Enter a From Date in MM/DD/YY format. This is the date the holiday begins.
Enter a To Date in MM/DD/YY format. This is the date the holiday ends.
Enter a Note (optional). This displays on the Calendar for all accounts by hovering over the holiday name.
Click Save when finished.

Update Holiday Schedule Items

Modify the holiday name, append a note, or make date adjustments within the Holiday Schedule Items located in the lower grid.

From the upper grid, click on the holiday you would like to update and the holiday schedule items will display in the lower grid.
From the lower grid, double click on the holiday schedule item and the popup editor will display.
Update the field(s) the change applies and click away for the system to auto-save.