Calendar Maintenance

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# Calendar Maintenance

Calendars can form the basis for schedules defined for jobs and job networks. An Entire Operations calendar distinguishes between workdays (working days) and holidays (non-working days) as defined by the user (weekends, national holidays, personal vacations).

If a schedule depends on a calendar, calendar-dependent definitions can be made in the schedule. If a schedule is not linked to a calendar, the schedule assumes that all days are workdays.

Calendars are identified by owner, name and year, and can belong to an owner or be used system-wide. You can specify a system calendar or a calendar belonging to your owner for a schedule table, but you can only modify calendars belonging to your owner. System calendars can be modified by authorized users only.

Any number of calendars can be defined to the system.

Calendars can be modified to change, include or delete holidays (system-wide calendars can only be modified by the system administrator). Modifications to calendars can affect the associated job network schedule(s).

This section covers the following topics:

- General Rules and Restrictions

- Listing Calendars

- Displaying or Modifying a Calendar Definition

- Adding a Calendar Definition

- Defining Workdays and Holidays

- Where Used - Listing Schedules Using a Calendar

- Deleting a Calendar Definition

## General Rules and Restrictions

This section covers the following topics:

- How Calendars Work

- Calendar Types

- Calendar Names

### How Calendars Work

Entire Operations calendars include workdays and holidays (non-workdays).

Entire Operations does not activate any networks on a day defined as a holiday.

For example, a job network is scheduled to run on every first day of a month and the schedule is based on a calendar in which Saturdays and Sundays are defined as non-workdays:

If the first day of a month is a Saturday or Sunday, Entire Operations does not start the network on these days, but either delays activation until the next workday following the holidays or brings activation forward to the last workday previous to the holidays, depending on the schedule definition.

### Calendar Types

There are two types of calendars in Entire Operations:

- System-wide calendars
  System calendars can be modified by authorized users only.

- Owner-specific calendars
  When you define a calendar, it is automatically associated with your owner. You can modify only those calendars that belong to your owner.

You can specify a calendar belonging to your owner for a schedule, but you can also select a system calendar.

### Calendar Names

A calendar can be valid for several years, so you are not forced to change the name of the calendar at the end of the year. Just define the calendar for the next year. For this reason, you should use calendar names independent of the year.

You must define a calendar separately for each year you want to use it. Networks cannot be started if a calendar is missing for the year for which it is needed. To be notified about such cases, select the Calendar undefined for year option in Global Messages for Events (see the Administration documentation). In November and December, the Entire Operations Monitor writes warning messages to the log if a calendar currently used is not defined for the next year.

> Reserved Calendar Names

>   Calendar names must not begin with the prefix `=EOR=`.

>   This prefix is reserved for special usage in symbol functions (see the section Symbol Table and Symbol Maintenance).

## Listing Calendars

To list calendars

- Select Calendar Maintenance option from the Main Menu.

  The Calendar Maintenance screen appears with a list of calendars already defined:

       17-11-22                ***** Entire Operations *****                12:03:32
       Owner SAGTEST                Calendar Maintenance
       ------------------------------------------------------------------------------
       Cmd  Owner       Calendar    Year  Description
            SAGTEST---  *---------  ----
        _   SAGTEST     ADMIN       2017  Calendar for 2017
        _   SAGTEST     ADMIN       2018  Calendar for 2018
        _   SAGTEST     CAL-TEST    2016  Demo Calendar for 2016
        _   SAGTEST     CAL-TEST    2017  Demo Calendar for 2017
        _
        _
        _
        _
        _
        _
        _
        _
        _
       ******************************* Bottom of Data *******************************
       C Copy  D Delete  L List  M Modify  S Description  W Where used
       Command => ____________________________________________________________

      Enter-PF1---PF2---PF3---PF4---PF5---PF6---PF7---PF8---PF9---PF10--PF11--PF12---
            Help  Add   End         Save        Up    Down                    Menu

The list of calendars contains system-wide calendars and calendars belonging to the selected owner (here: `SAGTEST`). Calendars belonging to other owners can also be displayed. You can enter an asterisk (`*`) in the Owner column to display all calendars available. See also the description of Owner in Columns: Calendar Maintenance.

A calendar is identified uniquely by its owner name and year.

This section covers the following topics:

- Columns: Calendar Maintenance

- Line Commands: Calendar Maintenance

- Special PF Keys: Calendar Maintenance

### Columns: Calendar Maintenance

The following table explains the columns contained in the Calendar Maintenance screen:

Column | Description
--- | ---
Cmd | One-character line command input field. For possible values, see Line Commands: Calendar Maintenance.
Owner | Owner of calendar (*). You can modify only your own calendars and those of linked owners.
Calendar | Calendar name (*).
Year | Year of the calendar (*).
Description | Short description. Use the line command `S` to add or modify a short description.

* You can filter the list by entering selection criteria in the input field below the column heading: see Filtering Items in a Result List.

### Line Commands: Calendar Maintenance

The following line commands are available on the Calendar Maintenance screen:

Line Command | Description
--- | ---
`C` | Copy the selected calendar when defining a new one. See Copying Calendars.
`D` | Delete the selected calendar. (If not specified for any schedule.) See Deleting a Calendar Definition.
`L` | Display the selected calendar. (You cannot modify the calendar with this line command.) See Displaying or Modifying a Calendar Definition.
`M` | Modify selected calendar. Only owner-specific calendars can be modified. See Displaying or Modifying a Calendar Definition.
`S` | Opens a window to enter a calendar short description. See Adding or Modifying a Calendar Short Description.
`W` | List schedules for which this calendar is specified. See Where Used - Listing Schedules Using a Calendar.

### Special PF Keys: Calendar Maintenance

The following special PF key is provided on the Calendar Maintenance screen:

PF Key | Name | Function
--- | --- | ---
PF2 | Add | Add a calendar. See Adding a Calendar Definition.

## Displaying or Modifying a Calendar Definition

To display or modify a calendar definition

1. On the Calendar Maintenance screen, type `L` in the line command input field next to the calendar you want to view. (You cannot modify the calendar with this line command.)

   Or:
   Type `M` in the line command input field next to the calendar you want to modify.

2. Press `ENTER`.

   A calendar definition screen like the example below appears:

        17-11-21                ***** Entire Operations *****                17:51:23
        Owner SAGTEST             Calendar ADMIN      Year 2017

                        July                 August               September
        Monday          3 10 17 24 31        7 14 21 28           4 11 18 25
        Tuesday         4 11 18 25        1  8 15 22 29           5 12 19 26
        Wednesday       5 12 19 26        2  9 16 23 30           6 13 20 27
        Thursday        6 13 20 27        3 10 17 24 31           7 14 21 28
        Friday          7 14 21 28        4 11 18 25           1  8 15 22 29
        Saturday     1  8 15 22 29        5 12 19 26           2  9 16 23 30
        Sunday       .  .  .  .  .        .  .  .  .           .  .  .  .

                        October              November             December
        Monday          2  9 16 23 30        6 13 20 27           4 11 18 25
        Tuesday         3 10 17 24 31        7 14 21 28           5 12 19 26
        Wednesday       4 11 18 25        1  8 15 22 29           6 13 20 27
        Thursday        5 12 19 26        2  9 16 23 30           7 14 21 28
        Friday          6 13 20 27        3 10 17 24           1  8 15 22 29
        Saturday        7 14 21 28        4 11 18 25           2  9 16 23 30
        Sunday       .  .  .  .  .        .  .  .  .           .  .  .  .  .

       Enter-PF1---PF2---PF3---PF4---PF5---PF6---PF7---PF8---PF9---PF10--PF11--PF12---
             Help        End                     Up    Down

   If the calendar is for the current year, the screen displays six months from the current month of the specified calendar year by default.

   For other years, the first six month are displayed initially.

   Current holidays are marked as periods (`.`) or not highlighted. For more information, see Calendar Display Modes.

   You can now modify the calendar as described in Defining Workdays and Holidays.

3. Choose PF7 (Up) to display previous month, or PF8 (Down) to display next months.

   Scroll the years by using PF7 (Up) to display the calendar with the same name of the previous year, and PF8 (Down) to display the calendar with the same name of the following year.

4. If no more definitions are available at either end, Entire Operations prompts you to define a calendar with the same name of the appropriate year in the calendar definition window.

5. If you selected the line command `M`, you can modify the calendar as described in Defining Workdays and Holidays.

6. When you are finished, choose PF3 (End) to return to the Calendar Maintenance screen.

This section covers the following topics:

- Calendar Display Modes

- Adding or Modifying a Calendar Short Description

### Calendar Display Modes

- For terminals which support highlighting or colors:

  - Holidays appear not highlighted.

  - Workdays appear highlighted.

- If neither color nor highlighting are available:

  - Holidays appear as periods (`.`).

  - Workdays appear as normal calendar dates.

Set the Calendar Display option in the Entire Operations defaults (see the Administration documentation) to determine the default display mode.

### Adding or Modifying a Calendar Short Description

To add or modify a calendar short description

1. On the Calendar Maintenance screen, enter the line command `S` next to the required calendar.

   A Calendar Description window like the example below opens:

       +-------------------------------------------------------------------------+
       !                                                                         !
       !                            Calendar Description                         !
       !                                                                         !
       !  Owner       ==> SAGTEST                                                !
       !  Calendar    ==> CAL-TEST                                               !
       !  Description ==>                                                        !
       !  Demo Calendar_________________________________________________________ !
       !                                                                         !
       ! Enter-PF1---PF2---PF3---PF4---PF5---PF6---PF7---PF8---PF9---PF10--PF11- !
       !                   End                                                   !
       +-------------------------------------------------------------------------+

   Enter text and press ENTER.

2. Choose PF3 (End).

   The window closes and the calendar description is displayed in the calendar list on the Calendar Maintenance screen.

## Adding a Calendar Definition

To add a calendar definition

1. Choose PF2 (Add) on the Calendar Maintenance screen.

   A Calendar Definition window like the example below opens:

       +-------------------------------------+
       !                                     !
       !        Calendar Definition          !
       !                                     !
       !         Owner ===> SAGTEST          !
       !      Calendar ===> __________       !
       !          Year ===> 2018             !
       !                                     !
       !  PF3 End                            !
       +-------------------------------------+

   In this window, you can define the new calendar by name and year. It contains the current owner name and the current year as default values. A calendar is identified uniquely by its owner name and year. See also Fields: Calendar Definition.

2. Type the required values in the input fields.

3. Press ENTER.

   A calendar definition screen appears.

4. Proceed as described in Defining Workdays and Holidays.

This section covers the following topics:

- Fields: Calendar Definition

- Copying Calendars

### Fields: Calendar Definition

The fields contained in the Calendar Definition window are explained in the following table:

Field | Description
--- | ---
Owner | Name of owner for whom the calendar is to be defined. The current owner is entered by default.
Calendar | Calendar name.
Year | Calendar year. The current year is entered by default.

### Copying Calendars

When defining a new calendar, you can use an existing calendar as a model for the new definition.

To copy calendars

1. Type `C` in the line command input field of the calendar to be copied.

2. Press ENTER.

   A copy window opens with the name and year of the existing calendar.

3. In the to calendar field, enter a new name. (You cannot modify the year.)

4. Press ENTER.

   The copy window closes and the new calendar appears in the list on the Calendar Maintenance screen.

5. You can use the `M` line command to modify the new calendar.

## Defining Workdays and Holidays

Defining a calendar consists of defining workdays and holidays (non-workdays). This is done in two steps:

1. Define weekly holidays. These are the non-workdays in every week, such as weekends.

2. Define special holidays or personal vacations.

Note
A network schedule can override workdays marked on a calendar, because a network runs on a day specified in a calendar, only if this day is also specified in the schedule.

To define weekly holidays (non-workdays)

1. On the calendar definition screen, choose PF4 (Wkdy).

   A window opens with a list of weekdays:

       +-----------------------+
       !                       !
       !  Calendar ADMIN       !
       !      Year 2017        !
       !                       !
       !  Please mark weekly   !
       !  holidays:            !
       !                       !
       !   _  Monday           !
       !   _  Tuesday          !
       !   _  Wednesday        !
       !   _  Thursday         !
       !   _  Friday           !
       !   _  Saturday         !
       !   _  Sunday           !
       !                       !
       !   S Set  R Reset      !
       !   PF3 End             !
       +-----------------------+

2. Enter `S` (Set) next to the weekday(s) you want to define as holidays.

   To unmark a weekly holiday to a workday, mark it with `R`)

   Or:
   Enter `R` (Reset) next to the defined weekly holidays you want to change back to weekdays.

3. Press ENTER.

   The window closes and the defined holidays appear as periods (`.`) or are not highlighted.

   The following example shows a calendar in which Saturday and Sunday are defined as weekly holidays:

        17-11-22                ***** Entire Operations *****                14:56:29
        Owner SAGTEST             Calendar ADMIN      Year 2017

                        July                 August               September
        Monday          3 10 17 24 31        7 14 21 28           4 11 18 25
        Tuesday         4 11 18 25        1  8 15 22 29           5 12 19 26
        Wednesday       5 12 19 26        2  9 16 23 30           6 13 20 27
        Thursday        6 13 20 27        3 10 17 24 31           7 14 21 28
        Friday          7 14 21 28        4 11 18 25           1  8 15 22 29
        Saturday     .  .  .  .  .        .  .  .  .           .  .  .  .  .
        Sunday       .  .  .  .  .        .  .  .  .           .  .  .  .

                        October              November             December
        Monday          2  9 16 23 30        6 13 20 27           4 11 18 25
        Tuesday         3 10 17 24 31        7 14 21 28           5 12 19 26
        Wednesday       4 11 18 25        1  8 15 22 29           6 13 20 27
        Thursday        5 12 19 26        2  9 16 23 30           7  . 21 28
        Friday          6 13 20 27        3 10 17 24           1  8 15 22 29
        Saturday        .  .  .  .        .  .  .  .           .  .  .  .  .
        Sunday       .  .  .  .  .        .  .  .  .           .  .  .  .  .

       Enter-PF1---PF2---PF3---PF4---PF5---PF6---PF7---PF8---PF9---PF10--PF11--PF12---
             Help        End   Wkdy              Up    Down

   Note
   The format of the calendar display depends on the setting of the Calendar Display option in the Entire Operations defaults (see the Administration documentation) and may therefore differ slightly from the format illustrated above.

To define or remove special holidays

1. Mark dates: Overwrite or remove the required date(s) with any character and press ENTER.

   The message `Date ... removed` confirms the action and the marked holiday(s) appear as periods (`.`) or are not highlighted.

   Or:
   Unmark a date: Overwrite periods (`.`) or days that are not highlighted and press ENTER to change marked holidays back to workdays. The message `Date ... added` confirms the action and the periods are replaced by dates.

   Multiple selections in one input operation are possible.

2. If required, choose PF8 (Down) or PF7 (Up) to display months not shown in the current view and mark or unmark additional dates.

3. When you are finished, choose PF3 (End) to return to the Calendar Maintenance screen. The newly defined calendar appears in the list.

## Where Used - Listing Schedules Using a Calendar

To list schedules using a calendar

1. On the Calendar Maintenance screen, type `W` in the line command input field next to the required calendar.

2. Press ENTER.

   A Calendar Usage window like the example below opens:

       +-------------------------+
       !                         !
       !     Calendar Usage      !
       !                         !
       !  Owner    EXAMPLE       !
       !  Calendar EXAMPLECAL    !
       !                         !
       !  is used by             !
       !  Owner      Schedule    !
       !  EXAMPLE    B60-FLOW    !
       !  EXAMPLE    MAY-DATES   !
       !  EXAMPLE    Q1-ADMIN    !
       !                         !
       !                         !
       !                         !
       !                         !
       !                         !
       !  ******* Bottom ******  !
       !  PF3 End   PF8 Down     !
       +-------------------------+

   The window indicates the name of the selected calendar and all schedules associated with the calendar.

3. Choose PF3 (End) to close the window and return to the Calendar Maintenance screen.

## Deleting a Calendar Definition

To delete a calendar definition

1. Type `D` in the line command input field of the selected calendar on the Calendar Maintenance screen. Press ENTER.

   A window opens in which you can confirm deletion by entering the calendar name.

2. Enter the calendar name.

3. Press ENTER to perform the deletion.

You cannot delete a calendar if it is specified for at least one schedule. If you wish to delete a calendar which is still used by a defined schedule, Entire Operations notifies you with an appropriate message. Use the line command `W` to find out which schedule(s) are associated with the calendar (see Where Used - Listing Schedules Using a Calendar). In this case, you cannot delete the calendar until you have done either of the following:

- Specified another calendar for the relevant network schedule(s).

  Or:

- Deleted the network for which the calendar is specified.

You can delete only the calendars you are permitted to delete.

### On this page

- General Rules and Restrictions
- Listing Calendars
- Displaying or Modifying a Calendar Definition
- Adding a Calendar Definition
- Defining Workdays and Holidays
- Where Used - Listing Schedules Using a Calendar
- Deleting a Calendar Definition