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.
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.
Figure: HOLIDAY page
Field Description
The following table describes the fields on the HOLIDAY page:
Field
Description
DETAILS
Domain
Select the Domain from drop-down for 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.
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:
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.
The Filters icon enables you to set the filter criteria to view year-wise holiday list.
IMPORT HOLIDAYS
Click IMPORT HOLIDAYS to import the Holiday Excel to update the Holiday List.To import the Holiday Excel:
Select Admin > Advanced > Productivity > Holiday.
On the EXCEL IMPORT HOLIDAY page, under GENERAL tab, select the required options and upload the updated Holiday Excel.
Figure: EXCEL IMPORT HOLIDAY page: GENERAL tab
Click SUBMIT. A table listing uploaded Holiday Excel sheet is displayed. Select the sheet to import the Holiday. For information about the fields under the GENERAL tab, see Field Description.
Figure: EXCEL IMPORT HOLIDAY page: GENERAL tab
A table listing mapped data from the template in the Source field and the attributes in the Destination field is 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 HOLIDAY page: MAPPING tab
A table listing all the added Holidays are displayed under PREVIEW For information about fields under the PREVIEW tab, see Field Description.
Figure: EXCEL IMPORT page: PREVIEW tab
Field Description
The following table describes the fields on the EXCELIMPORT 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 asheet 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.