Skip Headers
Oracle® Communications Order and Service Management Administrator Application User's Guide
Release 7.2.2

E35418-01
Go to Documentation Home
Home
Go to Table of Contents
Contents
Go to Feedback page
Contact Us

Go to previous page
Previous
Go to next page
Next
PDF · Mobi · ePub

2 About Workgroups and Calendars

This chapter describes how to use the Oracle Communications Order and Service Management (OSM) Administrator to create workgroups and calendars, and assign specific privileges to them. The following sections are included:

About Workgroups

Workgroups consist of a group of users. You can assign users to a workgroup using OSM Administrator.

In the Oracle Communications Design Studio, workgroups are created as roles. See the Design Studio for OSM Processes online Help for information about creating workgroups.

Figure 2-1 below shows the users and workgroups.

Figure 2-1 Workgroup Administration Tab

Shows the Users and Workgroups on the Workgroup Administration tab.

Assigning Users to a Workgroup

See the Design Studio for OSM Processes online Help for information about creating users.

When you assign users to a workgroup, they have access to the functions and tasks in that workgroup.

To assign a user to a workgroup:

  1. In the OSM Administrator, click the Workgroup Administration tab.

  2. From the Users area, select and drag a user to the Users subheading of a workgroup under the Workgroups area.

    The user appears under the Users subheading of the selected workgroup.

    • To select consecutive users, click the first user, press and hold down the SHIFT key, and then click the last user.

    • To select nonconsecutive users, press and hold down the CTRL key, and then click the users you want to add to the workgroup.

    If you select a group of users but the target workgroup already contains one of the selected users, OSM does not add the user twice.

The XML Import/Export application lets you add users to WebLogic groups and OSM workgroups using an XML document. The XML document contains the user information you want to add and configure based on the schema UserAdmin.xsd, which can be found at the following location:

OSM_home\SDK\XMLImportExport\models\UserAdmin.xsd.

See OSM System Administrator's Guide for more information about the XML Import/Export application.

About Mnemonics

A mnemonic is a unique identifier for an OSM entity, such as a workgroup, task, rule, or process.

The following points provide more information about mnemonics:

About Calendars

The calendar is used to determine if a task has exceeded its expected duration. When you create a task, you define an expected duration and whether that duration is system-based or schedule-based.

For system-based tasks, OSM calculates the expected completion of a task based on the system's calendar, and it does not calculate your actual working hours.

For schedule-based tasks, OSM calculates the expected completion of a task based on your working calendar schedule. For example, if you have more than one workgroup with different calendars all responsible for the same task, OSM chooses the first available workgroup that has access to the task.

You can generate a calendar by considering a schedule's settings for work hours, regional holidays, schedule exceptions, and time zone settings and calculating all the working hours of the schedule for a time period. It is internally stored in one specific time, usually GMT, or in the time specified during the installation of the schema in the parameter OMS server tz offset seconds. For more information on OMS server tz offset seconds, see OSM Installation Guide.

When you schedule the hours and days of a work week, holidays, and time zones, different workgroups in any region of the world can work on orders depending on the settings specified. When you make changes to the schedule, only new orders that arrive at the task are affected.

The calendar consists of the following settings:

About Weekly Work Hours

The weekly work hours consist of your regular working shift for each day of the week from Monday to Sunday. For example, you may work on a project from Monday to Friday, from 9:00am to 5:00pm for three months. Enter any exception days (such as a Saturday) in the Schedule Exceptions section. Each workgroup can be associated with one defined work hour schedule. Multiple shifts can be specified in the same day as long as the hours do not overlap.

About Regional Holidays

Regional holidays are days in the year that are considered non-working days that are exceptions to the normal work hours. Each holiday is associated with a specific region. For example, California is a sub-region of the USA. A sub-region automatically includes the holidays defined in any of its higher regions. This enables you to define global holidays. For example, all holidays associated with the USA automatically apply to all its sub-regions.

If a workgroup selects England as a region, it includes holidays in the UK and Europe. Each workgroup must be associated with one region only.

When you create regional holidays in OSM Administrator, you are prompted to specify a mnemonic.

About Schedule Exceptions

Exceptions are the extra days and hours that you would not normally work (for example, a Saturday, Sunday, or holiday). Also, if your regular work hours are Monday to Friday from 9:00 am to 5:00 pm and you work a Wednesday from 9:00 am to 7:00 pm, Wednesday is an exception. Schedule exceptions can be configured for a specific day/date. You can specify more work hours on the same day. For example, on Thursday you can work from 9:00 am to 11:00 am and then from 1:00 pm to 6:00 pm, but you cannot overlap hours.

Schedule exceptions override holidays that, in turn, override work hours. The actual working hours for a particular day of the year are calculated from the schedule exceptions if there is one for that day. Otherwise, it is taken as a holiday if there is one for that day. If there are no exceptions or holidays, actual work hours are calculated from the normal work hours.

About Time Zones

Before you can enter the time zone, you must enter the regional holidays and weekly work hours; otherwise, the daylight savings time (DST) is unavailable.

About Date Ranges

You can enter the dates you want to start and stop the calendar. If an order contains a schedule-based task, the calendar for a specific workgroup must be generated to allow the user to move the order from task to task.

To keep the calendar dates consistent, the calendar's start date is changed internally in the following cases:

  • If a calendar is being generated for the first time, for a specific workgroup, and there are pending orders in OSM, the calendar start date is internally changed to the date when the first pending order entered the system.

  • If there are no pending orders in OSM and a calendar is generated for the first time, for a specific workgroup, the user-defined start date is used to create the calendar.

  • If a calendar is regenerated, for a specific workgroup, and the calendar start date is greater than the last calendar stop date generated, the calendar start date is internally changed to the last calendar stop date generated, in order to keep the continuity of the calendar time.

  • If a calendar is regenerated for a specific workgroup, and the calendar start date is less than the last calendar stop date generated, the calendar will be regenerated from the user-defined calendar start date.

Generating Calendars

This section describes the procedure that lets you generate a calendar for a workgroup in OSM Administrator. You generate a calendar by specifying settings for weekly work hours, regional holidays, schedule exceptions, time zones, and date ranges.

To create weekly work hours:

  1. On the Workgroup Administration tab, right-click a workgroup and select Generate Calendar.

    The Generate Calendar dialog box appears.

  2. Click the ellipsis button beside the Weekly Work Hours list.

    The Weekly Schedule List dialog box appears.

  3. Right-click and select New or click the New icon.

    The New Schedule dialog box appears.

  4. In the Description field, type a name for the schedule.

  5. In the Mnemonic field, enter a value.

    Mnemonics must be unique for any given entity type.

  6. Right-click and select New or click the New icon.

  7. From the Day, Start Time, and Stop Time lists, select the appropriate value.

    To add more work hours, repeat steps 6 through 7.

  8. (Optional) In the Documentation area, annotate the schedule.

    If you require more space, click the ellipsis button, which opens the Documentation dialog box.

  9. In the New Schedule dialog box, click OK.

  10. In the Weekly Schedule List dialog box, click OK.

To create regional holidays:

  1. On the Workgroup Administration tab, right-click a workgroup and select Generate Calendar.

    The Generate Calendar dialog box appears.

  2. Click the ellipsis button beside the Regional Holidays list.

    The Regional Holidays dialog box appears.

  3. Right-click and select New or click the New icon.

    The New Regional Holidays dialog box appears.

  4. In the Description field, type a name for the schedule.

  5. In the Mnemonic field, enter a value.

    Mnemonics must be unique for any given entity type.

  6. Click the New icon.

  7. Enter a name in the Name field and select a date from the Date list.

    To add more regional holidays, repeat steps 6 through 7.

  8. (Optional) In the Documentation area, annotate the schedule.

    If you require more space, click the ellipsis button, which opens the Documentation dialog box.

  9. In the New Regional Holidays dialog box, click OK.

  10. In the Regional Holidays dialog box, click OK.

To create a schedule exception:

  1. On the Workgroup Administration tab, right-click a workgroup and select Generate Calendar.

    The Generate Calendar dialog box appears.

  2. Under the Schedule Exceptions area, right-click and select New or click the New icon.

  3. From the Date, Start Time, and Stop Time lists, select a value.

  4. For each new exception date, repeat steps 2 through 3.

  5. Click Next to enter the time zone.

    The Generate Calendar - Time Zone dialog box appears.

To enter the time zone:

  1. From the Standard Offset from GMT list, select the standard offset of your time zone from Greenwich Mean Time (GMT).

    You can find this information in the Date and Time Properties dialog box of your Windows control panel.

  2. If your location follows daylight savings time, select the Daylight Savings Time check box.

  3. In the Offset from GMT list, select the time offset in the summer with DST in effect.

    For example, for New York the standard offset is -5 and the Daylight Savings Time is one hour ahead (+1), therefore, the DST Offset is -5+1=-4.

  4. In the Start area, from the Month, Week, Day, and Time lists, select a value.

  5. In the End area, from the Month, Week, Day, and Time lists, select a value.

  6. Click Next to enter the date range for generating the calendar.

To set the calendar date range:

  1. In the Generate Calendar - Time Zone dialog box, click Next.

    The Generate Calendar - Date Range dialog box appears.

  2. In the Start Date field, select the calendar's start date.

  3. In the Stop Date field, select the calendar's stop date.

  4. Click Finish.

Modifying Calendar Settings

This section describes the procedures that let you modify calendar settings in OSM Administrator.

To modify weekly work hours:

  1. On the Workgroup Administration tab, right-click a workgroup and select Generate Calendar.

    The Generate Calendar dialog box appears.

  2. Click the ellipsis button beside the Weekly Work Hours list.

    The Weekly Schedule List dialog box appears.

  3. Select a schedule and do one of the following:

    • Click the Modify icon.

    • Right-click and select Modify.

    The Modify Schedule dialog box appears.

  4. Make the modifications that you want and click OK.

  5. In the Weekly Schedule List dialog box, click OK.

To modify regional holidays:

  1. On the Workgroup Administration tab, right-click a workgroup and select Generate Calendar.

    The Generate Calendar dialog box appears.

  2. Click the ellipsis button beside the Regional Holidays list.

    The Regional Holidays dialog box appears.

  3. Select a region and do one of the following:

    • Click the Modify icon.

    • Right-click and select Modify.

    The Modify Regional Holidays dialog box appears.

  4. Make the modifications that you want and click OK.

  5. In the Regional Holidays dialog box, click OK.

To modify the time zone:

  1. On the Workgroup Administration tab, right-click a workgroup and select Generate Calendar.

    The Generate Calendar dialog box appears.

  2. Click Next.

  3. In the Generate Calendar - Time Zone dialog box, make the modifications that you want, and then click Next.

    The Generate Calendar - Date Range dialog box appears.

  4. Click Finish.

To modify the date range:

  1. On the Workgroup Administration tab, right-click a workgroup and select Generate Calendar.

    The Generate Calendar dialog box appears.

  2. Click Next.

  3. In the Generate Calendar - Time Zone dialog box, click Next.

    The Generate Calendar - Date Range dialog box appears.

  4. Make the modifications that you want, and then click Finish.

Generating the Calendar for All Workgroups

You can create a calendar for one workgroup, and then generate the calendar for all the workgroups. You can generate each workgroup calendar at one time by specifying the schedule start and stop date.

To generate the calendar for all workgroups:

  1. On the Workgroup Administration tab, do one of the following:

    • Click the Clock icon.

    • Right-click a workgroup and select Define Dates.

    The Define Schedule Start/Stop Date dialog box appears.

  2. In the Start Date field, select the start date.

  3. In the Stop Date field, select the stop date.

  4. Click OK.

  5. When you reopen the Define Schedule Start/Stop Date dialog box:

    • The date on which the workgroup calendar expires appears in the Current Calendar Expires field.

    • The mnemonic for the workgroup to expire appears in the Workgroup field.