Bookshelf v7.5: Service Administration Screen

The Service Administration screen has a Schedules view for setting up the hours available for service.

All Schedules View

You can create multiple schedules in the All Schedules view. For each schedule, you set schedule hours, which define the hours of availability. The schedule may also include a set of exceptions (in the Exception Name field), which are defined in the All Exceptions view and the Exception Hours view. For more information, see All Exceptions View and Exception Hours View.

Schedule Hours View

The Schedule Hours view defines the days and time periods in each day that are included in a schedule. For example, an 8x5 schedule will define time periods within eight hours on five days. This could be 9 a.m. until 5 p.m., Monday through Friday. However, each day could have more than one record, each with a separate time period; for example, 9-12 a.m. Monday and 2-5 p.m. Monday. Table 25 describes some fields in schedule hours records.

Table 25. Items in the Schedule Hours View
Item	Description
End Time	Indicates the end of a time period on the selected day.
Shift Start Flag	Indicates a time period that begins a work shift. The Optimization Engine, which uses this setting, requires the following constraints: A schedule must have only one shift start per day. To set up multiple shift start times, use multiple schedules, each for a separate shift. The Shift Start flag should be set on the first time period in a day (the exception being when a shift extends over two days). Shifts can span more than a day, such as Monday 8 p.m. to 11:59 p.m. and Tuesday 12 a.m to 4 a.m. The Monday record should have the Shift Start Flag selected.
Start Day	A day of the week that is included in the schedule.
Start Time	Start of a time period on the selected day.
Type	Can have a value of Normal, Overtime, or Extended Overtime. The Appointment Booking System and the Optimizer use this value. For information, see Appointment Booking System and Optimization Engine.

All Exceptions View

The All Exceptions view names a set of exceptions to the hours defined in the Schedule Hours view. The Exception Hours view contains the definition of these exceptions. For more information, see Exception Hours View.

Exceptions represent special nonworking days or working days. Different exception records may define exceptions for different sites; for example, U.S. holidays for one site and Canadian holidays for another.

Exception Hours View

The Exception Hours view defines a day or continuous blocks of days as an exception to a schedule. These days are often holidays. In some cases, exception hours can define working and nonworking periods; for example, no work on Sunday from 6 a.m. to 12 a.m. in a 7x12 schedule. For other schedules, the exception hours can define work periods on days that are not normal work hours; for example, Saturday morning for a 5x8 schedule. Table 26 describes some fields in Exception Hours records.

Table 26. Selected Items in the Exception Hours View
Item	Description
Start Date End Date	A range of calendar days or hours within a specific day that define the exception hours.
Reason	Reason for the exception to the schedule. Values may include, for example, Appointment, Deadline, Sick Time, and Vacation.
Type	Type of billing rate. Can have a value of Normal, Overtime, or Extended Overtime. Overtime and Extended Overtime apply to exception hours that are marked as Working. The Appointment Booking System and the Optimizer use this value. For information, see Appointment Booking System and Optimization Engine.
Working	Indicates that the record defines a work period.