Workday Schedules

Administrators must define an expected duration for when case tasks must be completed. By default, calendar days are used to calculate the task's due date.

If a financial institution or department within a financial institution is not operating 7 days a week including holidays, it is recommended that the administrator define a working day calendar to define what days in the calendar year should be included as days when calculating a task's due date.

If different departments or areas have varying working days, multiple calendar days can be created to ensure task due dates and KPI's are calculated accurately.

The Workday Schedules page allows administrators the ability to define one or many calendars to include or exclude holidays, Saturdays, Sundays, etc.

From this page, administrators can create new workday schedules, copy existing workday schedules, edit existing workday schedules and delete workday schedules.

The Workday Schedules page contains the following columns:

Column Name	Description
Name	Name of the workday schedule.
Default	Displays whether the schedule is default.
Description	Description of the workday schedule.
Last Modified	Denotes when the last modification was made.
Modified By	Denotes who made the last modification.

To create a new Workday Schedule, click Create. The New Workday Schedule screen appears.

Schedule

Within the Schedule tab, the following fields display:

Field

Description

Name

Enter the name for the new Workday Schedule. This is a required field.

Make this schedule the default

Check this box to make this the default schedule for users in the Framework.

Only one schedule can be marked as default. If this new schedule is marked as default, the default flag is cleared on all other existing workday schedules.

Description

Enter a description to provide more specific information about the new Workday Schedule. The description can be see by administrators on the Workday Schedules system management page.

When finished entering the fields in this tab, click Save. The Workday Schedule must be created and saved successfully before any days can be assigned to it. If a user advances to the Days tab without a record having been saved, the tab contents do not appear and a message displays stating “the schedule record must first be saved.”

Days

Within the Days tab, define several standards for the new Workday Schedule:

Field	Description
Include Saturdays as a work day	Select the check box to include Saturday in the default work schedule.
Include Sundays as a work day	Select the check box to include Sunday in the default work schedule.
Specific non-working days	Click Add. A new entry appears with today’s date as default. To change the date, click in the Date column and use the calendar icon to select the date. To enter a description, click in the Description column and manually enter a description of the non-working day. To delete a non-working day, click to highlight the day to be deleted and click Delete.
Specific working days	Specify working days to override a default "do not include Saturdays/Sundays as a work day" choice to make a specific Saturday or Sunday calculated as a work day. To add working days: Click Add. A new entry appears with today’s date as default. To change the date, click in the Date column and use the calendar icon to select the date. To enter a description, click in the Description column and manually enter a description of the non-working day. To delete a working day, click to highlight the day to be deleted and click Delete.

When finished entering all information for the new workday, click Save and Close to save the new workday schedule and return to the Workday Schedule page. The Workday Schedule populates in the list. Click Cancel to return to the Workflow Schedule page without saving.

When a Workday Schedule is saved, it lasts for two years. After two years, the schedule restores back to the default and must be re-configured.

The new workday schedule can now be applied to the following items when configuring them in System Management:

Copying a Workday Schedule

Editing a Workday Schedule

Deleting a Workday Schedule