Defining Exception Lists

An Exception List is a list of exceptions to regular working and non-working hours, such as holidays, early dismissals, emergency shifts, and other non-standard working and non-working hours. Alloy Navigator uses Exceptions Lists in work calendars.

Creating Exception Lists

The General > Work Calendars > Holidays and Exceptions section allows you to configure one or more Exception Lists for your work calendars. For example, an international company with offices spread out in the USA, France, and China will require three Exception Lists for the national holidays for these three countries.

Exception Lists are reusable: you can apply the same Exception List to several work calendars and use multiple Exception Lists with the same work calendar.

To create an Exception List:

1. In the General > Work Calendars section, under Holidays and Exceptions, click New. The New Exception List window appears.

2. Type in a name for the Exception List.

3. Add one of the following exceptions:

• To add a holiday:

  1. Click Add > Holiday. The Holiday window opens.

  2. Type in the holiday name.

  3. Depending on the holiday type, click one of three available options and specify the date as follows:

  • Annual - A holiday that occurs on the same date every year. For example, Independence Day in the USA, which is annually celebrated on July 4.
    
    In the Day field, enter the day of month and select the month from the drop-down list.
    
    For example: Day 4 of July.

  • Floating date - A floating-date holiday that occurs on a fixed day of the week and repeats every year. For example, Labor Day in the USA and Canada, which occurs every year on the first Monday of September.
    
    Select the week of the month, the week day, and the month from the drop-down lists.
    
    For example: The First Monday of September.

  • Fixed Date - A holiday that occurs on a fixed day of the year and does not necessary repeats every year. For example, a one-time event such as a company anniversary or the Employees Day that occurs every year on a different date.
    
    Click the down arrow in the Date field to bring up the calendar and select a date.

  4. Click OK.

• To add a working weekend or a working day with no-standard working hours:

  1. Click Add > Working Day. The Working Day window opens.

  2. Enter a name for the working day.

  3. Select a date from the calendar.

  4. From the Hours drop-down list, select the desired working hours from the drop-down list.

  NOTE: You configure the list of working hours configurations in the Working Week section just below the Holidays and Exceptions section. For details, see Defining working and non-working hours.

  5. From the Hours drop-down list, select the desired working hours from the drop-down list.

• To add a custom time interval such as overtime or partial working day:

  1. Click Add > Custom Hours. The Custom Hours window opens.

  2. Type in a name for the custom hours.

  3. Select their start date and time and the end date and time. Select their start date and time and the end date and time. Your custom time interval may be one-day event such as a partial day or overtime or may last for several days such as a company vacation.

  4. By default, custom hours define non-working time. If your custom hours define non-standard working time such as overtime, select the Is Work Time check box.

  5. Click OK.

Repeat this step to add as many exceptions as needed. To modify the list, use the Edit and Delete buttons.

TIP: Now you can click the Calendars tab of the New Exception List window and apply the Exception List to one or more work calendars. For details, see Applying Exception Lists to work calendars below.

4. Click OK.

The newly-created Exception List has no effect on the working time until you apply it to particular work calendars. For details, see Applying Exception Lists to work calendars below.

Applying Exception Lists to work calendars

After you define the Exception List, you can apply this list to one or more work calendars.

Before you begin, the work calendars must be created and configured.

To apply an Exception List to a work calendar:

1. In the General > Work Calendars section, under Holidays and Exceptions, double-click the Exception List. The Exception List window appears.

2. On the Calendars tab, click Add, select the work calendar, and click OK. You can repeat this step to add other calendars as needed.
   
   You can revoke the Exception List from a work calendar by selecting the calendar and clicking Delete.

3. Click OK.

Alternatively, you can apply an Exception List to a work calendar when creating or modifying the calendar.

IMPORTANT: When a work calendar has more than one Exception Lists, some exception dates may conflict with each other. You can specify the order of Exception Lists on the Exceptions page of the Calendar wizard, when creating or modifying the calendar.

TIP: In addition to work calendar's exception, each technician may have personal events such as vacations and other time off. For details, see Managing personal event categories.

Related Information:

Defining working and non-working hours

Creating work calendars

Modifying work calendars