Versions Compared

Old Version 8

changes.mady.by.user Anastasiya Dashuk (Unlicensed)

Saved on

compared with

New Version Current

changes.mady.by.user Chellie Esters

Saved on

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

When work orders are created outside of business hours or during Holidaysholidays, service providers and internal facility teams might may not be available at the moment to review and take action on the work orders. For cases in which these WOs are in a high High priority or emergency , these WOs work orders should be redirected to someone a provider who is available at that time.

In Service Automation, admin users have the ability to set up operating hours, and create and set Holidays across all locations or specific locations. Business hours can be set up by different days of the week, and the Holidays can be set up with the desired frequency. When setting up business hours, you have the ability to specify the time zone of the location so the system will reflect the local time for the selected locations. 

Image Removed

Managing Business Hours and Holidays across All Locations

Panel
bgColor#F9F9F9
titleColor#0e3367
titleBGColor#EAEAEA
borderStylenone
title⦿ How to Set Business Hours Across All Locations
  1. From the top hamburger menu, click Admin > Location Settings > Business Hours. The Business Hours page appears.
  2. On the Business Hours page, fill in the business hours for your locations, then click Save Business Hours Changes button. The business hours have been set for all locations.

Image Removed

Panel
bgColor#F9F9F9
titleColor#0e3367
titleBGColor#EAEAEA
borderStylenone
title⦿ How to Create & Set Holidays Across all Locations
  1. From the top hamburger menu, click Admin > Location Settings > Business Hours. The Business Hours page appears.
  2. On the Business Hours page, click Add a Holiday button. The Holidays pop-up appears.

Image Removed

3. Fill out Holiday Name, Holiday Date, and Holiday Frequency. Once you choose the Holiday Frequency, the correspondent detailed preference selections appear.

4. Specify the desired repeat frequency, repeat day, and working hours.

5. Click Save Holiday button to save the changes, then close the popup window.

during those hours.

Note

Locations can set their own business hours and holiday hours only when the administrator has turned on "Location Hours Take Precedence". See Managing Business Hours in the Admin section for more information.

In this article, you will find out how to set up business hours and holidays for a specific location. 

Anchor
BusinessHours
BusinessHours
Setting Up Business Hours for a Location

You can manage the business hours of a location by specifying when it opens and closes.

Panel
bgColor#F9F9F9
titleColor#0e3367
titleBGColor#EAEAEA
borderStylenone
title⦿ How to Delete Holidays Across All Locations
  1. From the top hamburger menu, click Admin > Location Settings > Business Hours. The Business Hours page appears.
  2. On the Business Hours page, Click on the Holiday you want to delete. The Holidays pop up appears.

Image Removed

4. Click Delete holiday button, the correspondent holiday has been deleted for all locations.

Managing Business Hours and Holidays for a Single Location

Panel
bgColor#F9F9F9
titleColor#0e3367
titleBGColor#EAEAEA
borderStylenone
title⦿ How to Set Configure Business Hours for a Single Location
  1. From the top hamburger menu , click in the upper-left corner of the page, select Locations & Provider Assignments. The Location page Locations page appears.Image Removed
    Locations listImage Added
  2. Click on the desired location. The Location You get to the location details page appears.
  3. From the top tabs, click Navigate to the Business Hours tab. The Business Hours page appears. On the
  4. Under Business Hours page, fill in specify the business operating hours for the desired location, then each day of the week. For days when the location is closed, select the checkbox under Closed All Day.
    Business Hours tab on the location details pageImage Added
  5. When ready, click Save Business Hours Changes button to save the changes.

The

business hours have been set for the location

operating hours are updated for the location.

Anchor
#Holidays
#Holidays
Managing Holidays for a Location

Once you have configured business hours for a location, you can specify when the location is closed for public holidays.

  • From the top hamburger menu, click Locations & Provider Assignments. The Location page appears.
  • Click on the desired location. The Location details page appears.
  • From the top tabs, click Business Hours tab. The Business Hours page appears.
  • Click on the Holiday you want to delete. The Holidays pop up appears.
    • Click Delete holiday button, the correspondent holiday has been deleted for this single location
    Panel
    bgColor#F9F9F9
    titleColor#0e3367
    titleBGColor#EAEAEA
    borderStylenone
    title⦿ How to Create & Set Holidays a Holiday for a Single Location
    1. From the top hamburger menu, click Locations & Provider Assignments. The Location page appears.
    2. Click on the desired location. The Location details page appears.
    3. From the top tabs, click Business Hours tab. The Business Hours page appears.
    4. On the Business Hours page, click Add a Holiday button. The Holidays pop up appears.
    5. Fill out Holiday Name, Holiday Date, and Holiday Frequency. Once you choose the Holiday Frequency, the correspondent detailed preference selections appear.
    6. Specify the desired repeat frequency, repeat day, and working hours.
    7. Click Save Holiday button to save the changes, then close the popup window.
    Panel
    bgColor#F9F9F9
    titleColor#0e3367
    titleBGColor#EAEAEA
    borderStylenone
    title⦿ How to Delete Holidays for a Single Location
    Location
    1. On the Business Hours tab of the location details page, navigate to the Holidays section.
    2. To add a holiday, click Add a Holiday.
      Adding a holidayImage Added
    3. In the overlay for creating a holiday, do the following:
      1. Enter a holiday name.
      2. Choose a holiday date.
      3. Select how often the holiday occurs by choosing a frequency, and then specify on what days of the month or week the holiday repeats.
      4. Next to Hours, enter the business hours of the location on the holiday. If the location is closed on the specified day, select the Closed All Day checkbox.
    4. Click Save Holiday to save the changes.
      Specifying holiday detailsImage Added

    The holiday is saved, and the business hours you specified get applied to that day.


    Tip
    • To edit a holiday, click it, and make the required changes in the overlay that appears.
    • To delete a holiday, click Delete Holiday.

    Deleting a holidayImage Added

    Managing Location Hours by Template

    It is possible to update business hours for all locations by template. See how to manage business hours for all locations via a template.

    Live Search
    spaceKeySCU
    additionalpage excerpt
    placeholderSearch our Knowledge Base
    typepage

    Panel
    titleColor#ffffff
    titleBGColor#5fa7d0
    borderStylegroove
    titleIn this Article

    Table of Contents
    maxLevel3
    minLevel2
    indent20px

    Image Modified

    Panel
    titleColorwhite
    titleBGColor#75a346
    titleRelated Articles

    Filter by label (Content by label)
    showLabelsfalse
    max8
    showSpacefalse
    sorttitle
    cqllabel in ( "businesshours" , "admin" ) and space = currentSpace ( )