FSM Work Calendar Record

In Field Service Management (FSM), an FSM Work Calendar defines a shared pattern of working days, daily start time, and hours per day. Separate Field Service Non Working Day records identify dates that are exceptions to that pattern. Employees who follow the same public holiday schedule can share a calendar.

FSM uses the custom Field Service Work Calendar record. It is distinct from the native NetSuite Work Calendar. In the standard Schedule Board configuration, employees use the FSM calendar when Project Management is disabled and the native calendar when Project Management is enabled. For information about calendar selection and use, see Availability and Skills.

Record Information

The following table summarizes the calendar record.

Property

Value

Record type

FSM custom

Record name

Field Service Work Calendar

Record ID

customrecord_nx_work_calendar

Record identity

Internal ID (internalid) identifies the record. Name (name) identifies the calendar.

Related navigation label

Public Holiday Groups

Separate native record ID

workcalendar

Public Holiday Groups is a supplied navigation label for the FSM Work Calendar record, not another record type. Field labels can vary by account or language. Use the field IDs in the FSM fields table to identify the underlying fields.

The Schedule Board calendar definition nxworkcalendar uses mapped IDs in the form nxworkcalendar-<internalid>. These mapped IDs identify calendars within Schedule Board data and are separate from NetSuite record type IDs. Native calendar IDs use the form workcalendar-<internalid>. For calendar mapping details, see Calendars and Location Data.

Record Relationships

The employee and Non Working Day records store their links to the calendar. The calendar doesn't store an employee-assignment field or a list of exception dates in its own body fields.

Related Record

Relationship and Field ID

Purpose

Employee

Employee Field Service Work Calendar (custentity_nx_work_calendar) references customrecord_nx_work_calendar. This supplied FSM field holds one calendar selection. Several employees can reference the same calendar.

Associates an employee with the shared working pattern and exceptions. The field is separate from the employee's native Work Calendar (workcalendar).

Field Service Non Working Day

Work Calendar (custrecord_nx_work_calendar) on customrecord_nx_non_working_day references this calendar. The supplied required parent link allows several Non Working Day records to belong to one calendar.

Holds calendar-wide exceptions as related child records. Each child stores its Date (custrecord_nx_work_calendar_date) and Name (name).

The supplied calendar definition places the related exception records on Non Working Days. Their dates remain data on the child records.

A calendar exception applies to the shared calendar. A Field Service Employee Non Working Day represents absence for a particular employee and is a separate record type, customrecord_nx_employee_non_working_day. It doesn't use the calendar's shared exception relationship.

An account-created link to a calendar doesn't automatically make another record a Schedule Board resource or add it to FSM Mobile, history, reports, or synchronization. Use the supported resource and calendar definitions for those relationships.

FSM Fields

The following fields are stored on the FSM Work Calendar. The weekday check boxes describe the regular weekly pattern. Related Non Working Day records store dated exceptions.

Field

Field ID

Purpose

Behavior and Defaults

Name (standard field)

name

Identifies the calendar.

Separate from the internal ID and Board calendar ID. The record supports translated names.

Start At

custrecord_nx_work_calendar_start

Daily start time for the working pattern.

Stored as Time of Day. Required in the supplied record definition. No field default is supplied.

Hours Per Day

custrecord_nx_work_calendar_hours

Amount of working time per working day, in hours.

Stored as a decimal number. Required in the supplied record definition. No field default is supplied. The value represents a duration, not an end time or recorded employee time.

Sunday

custrecord_nx_work_calendar_sunday

Identifies Sunday as a regular working day when checked.

Supplied field default: unchecked.

Monday

custrecord_nx_work_calendar_monday

Identifies Monday as a regular working day when checked.

Supplied field default: checked.

Tuesday

custrecord_nx_work_calendar_tuesday

Identifies Tuesday as a regular working day when checked.

Supplied field default: checked.

Wednesday

custrecord_nx_work_calendar_wednesday

Identifies Wednesday as a regular working day when checked.

Supplied field default: checked.

Thursday

custrecord_nx_work_calendar_thursday

Identifies Thursday as a regular working day when checked.

Supplied field default: checked.

Friday

custrecord_nx_work_calendar_friday

Identifies Friday as a regular working day when checked.

Supplied field default: checked.

Saturday

custrecord_nx_work_calendar_saturday

Identifies Saturday as a regular working day when checked.

Supplied field default: unchecked.

The supplied custom-field definitions specify these defaults. Saved calendar values and values entered during creation can differ from these defaults. The supplied US - California calendar contains a 09:00 start, eight hours per day, and Monday-Friday working days. Its start and hours are values on that calendar instance, not defaults for every new calendar.

The calendar has one start time and one hours-per-day value for its weekly pattern. It has no separate end-time field or per-weekday start and duration fields. For example, a 09:00 start with eight hours describes a working interval ending at 17:00. It doesn't record a lunch break or multiple shifts.

Creation and Update Sources

The following table describes how calendar data is created or updated.

Source

Record Changes

Supplied FSM record data

Provides the US - California calendar instance with its working pattern.

NetSuite record entry

Creates or edits calendar names, start time, hours per day, and weekday selections, subject to record permissions and applicable form requirements.

Related Non Working Day entry

Creates or edits separate exception records linked to the calendar. It doesn't add a date field to the calendar body.

Employee entry

Changes the calendar reference stored on the employee record. It doesn't change the calendar's working pattern.

FSM translation maintenance

Maintains translated names for the selected supplied California calendar when the language-processing conditions apply. It doesn't maintain working hours or generate future holiday dates.

Translation selection, processing, and limits are explained in Translation Maintenance.

Used by FSM Features

The following table describes how FSM features use this record.

Feature

Record Use

FSM Service Scheduling and Assignment

Supplies working weekdays, daily hours, and shared exceptions for employees using this calendar. Calendar information supports availability display. It doesn't itself assign work or prevent overlapping assignments.

FSM Localization and Translation

Maintains translated names on the selected supplied calendar instance. Custom calendar names don't automatically acquire translations.

Record Constraints and Data Requirements

Start At and Hours Per Day are required in the supplied FSM Work Calendar record definition. The weekday checkboxes are not required. These are record-definition requirements. An account form or integration can impose additional requirements.

The employee's Field Service Work Calendar selection is optional in its supplied field definition. Each related Field Service Non Working Day requires both Work Calendar and Date in its own supplied record definition. These child-record requirements don't make an exception date required on every calendar.

The native NetSuite calendar and its exception sublist use different fields and maintenance methods. Importing Work Calendars describes bulk entry of native calendar exceptions. Its procedure doesn't define or maintain these FSM custom calendar fields.

Additional Information

Related Topics

General Notices