Ansarada GRC: How to Manage Holidays in portal?
Managing Holidays
Ansarada GRC will consider Holidays when processing Due Dates and Reminder Dates for Tasks.
If a task falls on a Holiday (or a weekend day), Ansarada GRC will move the date forward to the previous working day.
Holidays can be marked as Perennial. A Perennial Holiday is one that occurs on the same date each year. The Monitor will automatically roll over Perennial Holidays. Non-perennial Holidays are those that occur on a different date each year (e.g. a holiday marking an annual event but not tied to a set calendar date).
How many holidays do you need to setup?
For Perennial Holidays, you only need to setup the next occurrence of the Holiday.
For non-perennial Holidays, you need to have sufficient set-up based on the maximum cycle for any Task. For example, if your maximum cycle is 12 months then we suggest that you set up at least 2 years of Holidays.
Tip: Create a Process Control Task to ensure that Holidays are reviewed every 12 months.
Accessing the Holidays Page
Administrators can access the ‘Holidays’ Page via the Main Menu:
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From the Main Menu select Maintenance | Holidays.
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The Holidays page is displayed.
The ‘Holidays’ Page
Set up and manage Holidays via the ‘Holidays’ page, accessible via the Main Menu: Maintenance | Holidays.
The ‘Holidays’ Page
The Holidays Page elements
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‘Holidays’ Page elements |
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|
ID |
Element |
Description |
|
1 |
‘Holidays’ page title |
This is the Holidays title. |
|
2 |
‘New Holidays’ icon |
Click this icon to add a new Holidays. The ‘Add Holidays’ window is displayed. |
|
3 |
Page_Navigation_Panel |
Use the controls on this panel to navigate the pages of the Holidays List 6. |
|
4 |
Column Headers |
Use the controls in the Column Headers to sort and filter the Holidays List 6. |
|
6 |
Holidays List |
Each Holiday is displayed in this list—over multiple pages if there are too many Holidays to display on one page. |
|
7 |
‘Edit’ icon |
Click this icon in a Holiday’s entry to change the name of that Holiday. The ‘Edit Holidays’ window is displayed. |
|
8 |
‘Delete’ icon |
Click this icon in a Holiday entry to delete that Holiday. A ‘Confirm Delete’ dialog is displayed. Click the |
Add a Holiday
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Click the ‘New Holiday’ icon (item <span class=“idcallout2”23 above). The New Holiday window appears.
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Enter the new Holiday 1.
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Enter the date of the Holiday 2.
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Select if the Holiday is Perennial 3.
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Click the Save icon 4, or Click cancel 5.
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If you clicked Save, the new Holiday will appear in the Holidays List.
The ‘New Holiday’ window elements
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‘New Holiday’ window elements |
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|
ID |
Field |
Description |
|
1 |
Holiday |
Type the name of the Holiday. |
|
2 |
Date |
Click the field and use the Date/Time Selector to set the date on which the Holiday occurs. |
|
3 |
Perennial |
Tick this checkbox if the Holiday occurs on the same date every year. |
|
4 |
‘Save’ icon |
Click this icon to add the new Holiday. The ‘New Holiday’ window closes. The new Holiday is displayed in the Holidays List 6. |
|
5 |
‘Close’_icon |
Click this icon to close the ‘New Holiday’ window without adding the new Holiday. |
Edit a Holiday
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Click the ‘Edit Holiday’ icon (item 7 above). The Edit Holiday window appears.
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Update the new Holiday 1, Date 2, or Perennial 3 as required.
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Click the Save icon 4, or Click cancel 5.
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If you clicked Save, the updated Holiday will appear in the Holidays List.
The ‘Edit Holiday’ window elements
|
‘Edit Holiday’ window elements |
||
|
ID |
Field |
Description |
|
1 |
Holiday |
Update the name of the Holiday. |
|
2 |
Date |
Update the field and use the Date/Time Selector to set the date on which the Holiday occurs. |
|
3 |
Perennial |
Tick this checkbox if the Holiday occurs on the same date every year. |
|
4 |
‘Save’ icon |
Click this icon to update the Holiday. The ‘Edit Holiday’ window closes. The updated Holiday is displayed in the Holidays List 6. |
|
5 |
‘Close’_icon |
Click this icon to close the ‘Edit Holiday’ window without updating the Holiday. |
Delete a Holiday
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Click the ‘Delete Holiday’ icon 1. The Confirm window appears.
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Click OK to confirm the delete, or Click cancel.
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If you clicked confirm, the Holiday List will be refresh with a confirming message.
The ‘Holidays’ Page
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