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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:
- Select Admin > Advanced > Productivity > Holiday.
- On the HOLIDAY page, click ADD NEW.
- Type in the new Holiday details. For information about the fields on the HOLIDAY page, see Field Description.
- Click SUBMIT. A new Holiday is added.
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Figure: HOLIDAY HOLIDAY page
Anchor Field Description Field Description
Field Description
Field Description | |
Field Description |
The following table describes the fields on the HOLIDAY page:
Field | Description |
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DETAILS | |
Domain | Select the Domain form the from drop-down listfor which you want to configure Holiday. |
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.
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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.
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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 . |
Filters
. Ensure you refer Configuring SLA Service Windows page for complete details about configuring the SLA Service Window. |
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The Filters icon enables you to set the 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 Domain, the Location is discarded when you preview and submit.
- Holiday Description: Description of the Holiday.
To import Holiday Excel:
On the HOLIDAY page, click IMPORT HOLIDAYS on the ACTIONS panelthe Holiday Excel to update the Holiday List.To import the Holiday Excel:
- Select Admin > Advanced > Productivity > Holiday.
- On the EXCEL IMPORT HOLIDAYS HOLIDAY page, under the under GENERAL tab, select the required options and upload the updated Holiday Excel in the Source field.
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Figure Figure: EXCEL IMPORT HOLIDAYS HOLIDAY page: GENERAL tab - Click SUBMIT. A table listing uploaded Holiday Excel sheet is displayed. Select the sheet to import the HolidaysHoliday. For information about the fields under the GENERAL tab, see see Field Description.
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Figure: EXCEL IMPORT HOLIDAYS HOLIDAY page: GENERAL tab - A table listing mapped data from the Holiday Excel template in the Source field and the attributes in the Destination field are is displayed. Select the required options if not already selected. For information about the fields under the MAPPING tab, see see Field Description. Click NEXT.
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Figure Figure: EXCEL IMPORT HOLIDAYS HOLIDAY page: MAPPING tab - A table with listing all the added Holidays is are displayed under PREVIEW. For information about the fields under the PREVIEW tab, see see Field Description.
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Figure: EXCEL IMPORT HOLIDAYS page: PREVIEW tab
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.
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Figure: EXCEL IMPORT HOLIDAYS page: PREVIEW tab - Click SUBMIT. The duplicate entries are discarded automatically.
Field Description
The following table describes the fields on the EXCEL IMPORT page:
Field | Description |
GENERAL Tab | |
Source | Click the Upload icon to upload |
an appropriate file. After you upload a file and click SUBMIT, a Select a sheet to import the Holiday table listing uploaded file is displayed. Select the sheet from which you want to import. | |
MAPPING Tab | This tab displays the list of fields with |
its mapping |
result. If the Destination and Source are matching based on the |
Datatype, it indicates that the |
field is mapped. |
Select the appropriate value in the Source field, if the fields are not correctly mapped, |
you will see Mismatch indication in the preview. | |
PREVIEW Tab | Displays the mapped values. If a field has invalid data, an error message is displayed, and the mismatch data type is highlighted in red color. Duplicate Details message is displayed if data is repeated in the excel sheet. Click the arrow to view the serial numbers of duplicated Holidays. |
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