Managing Business Hours

Owned by Jing Tong (Unlicensed)
Last updated: May 14, 2021 by Anastasiya Dashuk (Unlicensed)

You can configure business hours and holidays for all your locations by applying global settings, which allows you to control when technicians can service work orders on site. If internal facility teams or service providers are not available outside of the specified operating hours, you may need to redirect high priority and emergency requests to other providers.

Depending on your configuration of work order priorities, the business hours of locations may affect the scheduled date and time of work orders.

To manage business hours and holidays for specific locations, navigate to the Locations & Provider Assignments module.

Setting Up Global Business Hours

You can manage the business hours of your locations by specifying when they open and close.

⦿ How to Configure Global Business Hours
  1. In the hamburger menu, select Admin > Location Settings > Business Hours.
  2. Under Business Hours, choose which settings should take precedence by selecting the corresponding option:

    • Override Location Hours: Global settings that you are currently configuring on the Admin - Location Settings page will override individual location hours.

      Important

      Once you override location hours, you cannot restore your previous settings for each individual location. This action cannot be undone.

    • Location Hours Take Precedence: Business hours configured for specific locations take precedence over global settings.
  3. Under Time Zone, select the time zone for business hours:
    • Pick a time zone from the list. Your current time zone populates automatically.
    • Opt for the location time zone.
      Selecting a time zone for business hours
  4. Specify the operating hours for each day of the week. For days when your locations are closed, select the checkbox under Closed All Day.
    Specifying business hours for each day of the week
  5. When ready, click Save Business Hours Changes to save the changes.
    • If you opted to override individual location hours, click Confirm in the overlay that appears.

Your global operating hours get updated.

In brackets next to Business Hours, you can see how many locations out of their total number the global operating hours apply to.

Number showing how many locations the global operating hours apply to

Configuring Global Holidays

Once you have configured business hours for your locations, you can specify when they are closed for holidays.

Global holidays that you add apply to all your locations. You can configure holidays for specific locations in the Locations & Provider Assignments module.

⦿ How to Create a Global Holiday
  1. In the hamburger menu, select Admin > Location Settings > Business Hours, and navigate to the Holidays section.
  2. Click Add a Holiday.
    Navigating to adding a holiday
  3. In the overlay for creating a holiday, do the following:
    • Enter a holiday name.
    • Choose a holiday date.
    • Select how often the holiday occurs by choosing a frequency, and then specify on what days of the month or week the holiday repeats.
    • 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.
    Adjusting holiday options in the overlay for creating a holiday

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

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

Editing or deleting a holiday

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