Configuring User Calendars - Workflow - English - Foundation 22.1 - OnBase - Premier - external - Standard - Premier - Standard - OnBase/Workflow/English/Foundation-22.1/Workflow/Org-Charts-and-Calendars/Configuring-Calendars/Configuring-User-Calendars - 2023-09-25

Workflow
Platform
OnBase
Product
Workflow
Release
Foundation 22.1
License
Premier
Standard

User Calendars, or employee Calendars, are Business Calendars that have been modified to accommodate specific user schedules. While the basic Business Calendar is mainly used by Workflow for timers and date rules, User Calendars are used to determine coverage ability.

Note:

Any changes to employee Shift or Time Off Calendars do not require a Client restart.

To configure a User Calendar:

  1. In the Configuration module, select Users | User Names/Passwords.
  2. Select the user you wish to configure a Calendar for. Click Calendar.
  3. The Calendar Configuration dialog box displays. Select the Business Calendar tab.
  4. Select the appropriate Business Calendar from the drop-down list. This will be the Calendar that the user's configured time off will be added to. In many cases, the Calendar chosen will be a Shift Calendar configured for a Coverage queue. In some cases where shifts are not applicable, the Calendar selected may be the basic Business Calendar.
  5. After selecting the appropriate Business Calendar, select the Time Off tab. Configure the time off for the user in the same method outlined for configuring the Holiday tab. For more information, see Configuring Holidays.
    Note:

    The holidays configured for the selected Business Calendar will display in the user's Time Off tab.

  6. To reset holidays for a particular user, click Reset Holidays.
    In some instances it will be desirable for a user to work during a holiday configured for the Business Calendar. To remove the holiday from the user's time off, select the holiday and click Remove.
  7. When all parameters are satisfactory for the User Calendar, click OK.
  8. Configure User Calendars for as many users as is appropriate.