Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.
Comment: Scroll Exporter macro migration
Scroll ignore
scroll-pdftrue
scroll-officetrue
scroll-chmtrue
scroll-docbooktrue
scroll-eclipsehelptrue
scroll-epubtrue
scroll-htmltrue
#F0F0F0#F0F0F0

truetruetruetrue

Scroll export button
scopecurrent
template-id4fda9400-a7df-4ede-a95f-e4ae5fcf4796
captionDownload this Page
add-onScroll PDF Exporter

The Holiday List is the list of holidays set by an organization and may be also specific to a particular location. It is important to set the Holiday List as it helps to calculate SLA response and SLA resolution for escalations and also to check the availability of Workgroups. By default, the application considers the declared Holiday list for calculating SLAs. You can add, modify, or delete Holidays. You can choose to add Holidays one by one or can also import Holidays using Microsoft Excel.

To add a Holiday:

  1. Select Admin > Advanced > Productivity > Holiday.
  2. On the HOLIDAY page, click ADD NEW.
  3. Type in the new Holiday details. For information about the fields on the HOLIDAY page, see Field Description 167804952.
  4. Click SUBMIT. A new Holiday is added.

    HOLIDAY page
    Figure:  HOLIDAY page

Anchor
Field Description
Field Description
Field Description

The following table describes the fields on the HOLIDAY page:

Field

Description

DETAILS

DomainSelect the Domain form the drop-down list.

Holiday Date

Select the date that you want to add as a Holiday.

Location

Select the location for which the Holiday will be applicable.

Holiday Description

Type in a description for the Holiday. For example, Christmas for 25th December.

ACTIONS

This section explains all the icons displayed on the ACTIONS panel of the HOLIDAY page.

SHOW LIST

Click SHOW LIST to display the LIST table showing all the Holidays configured in the SummitAI application for the selected year.


Figure: HOLIDAY page: List of Holidays

  • To edit a Holiday, click the Holiday Date. Make appropriate changes and click SUBMIT.
  • To delete a Holiday, click the Delete icon next to the Holiday.
Note
titleNote:
  • When the Holidays are displayed under the LIST table, the ADD NEW action is displayed on the ACTIONS panel. Click ADD NEW to add a new Holiday.

    Ensure you refer Configuring SLA Service Windows page for complete details about configuring the SLA Service Window.

Filters

Click Filters icon to set a filter criteria to view year-wise holiday list.

IMPORT HOLIDAYS

Click IMPORT HOLIDAYS to import a Microsoft Excel containing Holiday list and add Holidays in bulk.  The Excel sheet should contain the following information:

  • Holiday Date: Holiday date in MM/dd/yyyy format, for example, 10/22/2020.
  • Location: The Location must match with the available Locations in the selected Domain. If the uploaded Location is not available in the selected Domainthe Location is discarded when you preview and submit.
  • Holiday Description: Description of the Holiday.

To import Holiday Excel:

  1. On the HOLIDAY page, click IMPORT HOLIDAYS on the ACTIONS panel.
  2. On the EXCEL IMPORT HOLIDAYS page, under the GENERAL tab, upload the Holiday Excel in the Source field.


     Figure:  EXCEL IMPORT HOLIDAYS page: GENERAL tab

  3. Click SUBMIT. Select the sheet to import the Holidays. For information about the fields under the GENERAL tab, see Field Description.


    Figure: EXCEL IMPORT HOLIDAYS page: GENERAL tab

  4. A table listing mapped data from the Holiday Excel in the Source field and the attributes in the Destination field are displayed. Select the required options if not already selected. For information about the fields under the MAPPING tab, see Field Description. Click NEXT.


     Figure:  EXCEL IMPORT HOLIDAYS page: MAPPING tab

  5. A table with all the added Holidays is displayed under PREVIEW. For information about the fields under the PREVIEW tab, see Field Description.


    Figure: EXCEL IMPORT HOLIDAYS page: PREVIEW tab

  6. Select the Domain to validate the Location from the displayed list under the PREVIEW tab. The mismatched data is highlighted in the table in red color.


    Figure: EXCEL IMPORT HOLIDAYS page: PREVIEW tab

  7. Click SUBMIT. The duplicate entries are discarded automatically.

Anchor
Field Description1
Field Description1
Field Description

The following table describes the fields on the EXCEL IMPORT page:

FieldDescription
GENERAL Tab
SourceClick the Upload icon to upload a Microsoft Excel sheet containing the Holidays to be imported.  Click SUBMIT. Select the sheet from which you want to import.
MAPPING TabThis tab displays the list of fields with their mapping results. If the Destination and Source are matching based on the Data Type, it indicates that the fields are mapped. If the fields are not correctly mapped, Data Type mismatch is indicated under the PREVIEW tab. Select the appropriate value in the Source field.
PREVIEW TabDisplays the mapped values. If a field has invalid data, an error message is displayed, and the mismatch data type is highlighted.
Scroll ignore
scroll-pdftrue
scroll-officetrue
scroll-chmtrue
scroll-docbooktrue
scroll-eclipsehelptrue
scroll-epubtrue
scroll-htmltrue
1

| |