Introduction
In the first part of this use case two separate Calendars will be used to define a basic business week - i.e. Monday to Friday as "standard working days" - and to define the annual holidays.
In the second part of this use case these Calenders will be used as a basis for implementing an "only on every 3rd working day" Restriction on the execution of an Order. In addition, the range of behaviors possible when one of these "3rd Working Days" falls on a Non-Working Day such as a holiday will be described.
The use of separate Working and Non-Working day Calendars brings a degree of flexibility and provides a more transparent configuration than the single Working Days Calendar configured in the Calendar Use Cases - Managing Working Day Calendars article. In particular, it results in simplification of the administration procedure in comparison with the single Working Days Calendar configuration. The simplifications are:
- It is easier to see which Calender or Calenders apply for a particular Job or Order (Show assigned Calendar function)
- Irregularly occurring non-working days such as national, regional and company holidays can be included in a Calendar on a yearly basis without the assignment of the Calendar to Orders needing to be changed.
Article Scope
This article describes how to configure basic Calendars with the intention that users will be able to adapt the procedures described to meet a large part of their everyday needs. This article is not intended to provide a description of all the possible configuration items. The JOC Cockpit - Calendar Management article provides starting point for more general information about the JOC Cockpit's Calendar feature.
Calendar Configuration and Order Assignment
In the configuration described in this use case, the "standard working week" of Monday to Friday is configured as an Included Frequency in a Working Day Calendar and national holidays are configured as an Included Frequency in a Non-Working Day Calendar.
Configure a Monday to Friday Working Day Calendar
Create a Working Day Calendar similar to the wkg_day_mo-fr-hol Calendar created in the Calendar Use Cases - Managing Working Day Calendars article and configure a Monday to Friday Included Frequency in this calendar.
At this point the Create Calendar modal window will look like this:
Now click on Submit to save the Calendar.
Configure a Non-Working Day Calendar for National Holidays
Create a Non-Working Day Calendar that is valid for the same period as the working day Calendar described above - i.e. set Valid To to the 31st Dec. 2018.
Then specify the National Holidays. Note that in contrast with the Calendar described in the Calendar Use Cases - Managing Working Day Calendars article, in which Holidays were configured as Excluded Working Days, in this use case they will be configured as Included Non-Working Days.
Configure the Calendar as shown in the next screenshot, ensuring that the Calendar Type is Non-Working Days and that the Included Frequencies tab is selected (the default setting).
Then click on Add Frequency as shown in the screenshot to specify the Non-Working Days:
Now configure the Frequency for the National Holidays for 2017 - in this Use Case we will be using Holidays from the United Kingdom and selecting all the days.
Click on Add Frequency to note the configuration and then change the Year to 2018 and again select all days. The modal window should now look like this:
Once Add Frequency is clicked for the 2018 holidays the window will appear as shown in the next screenshot:
Note the configuration by clicking the Close button and then click Submit in the Create Calendar window to save the configuration.
Configuration Tip
This approach to Calendar configuration simplifies administration as individual Frequencies can be deleted from, edited and added to a Calendar without the necessity of a new Calendar having to be assigned to Jobs or Orders. For example, the National Holiday Frequency can be deleted in January 2018, and the Holiday Frequency for 2019 added in Autumn 2018.
Once the Holiday Calendar has been configured the Resources / Calendars folder should look similar to the following screenshot:
Assign the Calendars to the Order
Now go to the Job Chains View to assign the Working Days and Non-Working Days Calendars configured in the first part of this article.
For the purpose of this demonstration a second Order - order_cs - has been configured alongside the original Order that was configured for the Managing Working Day Calendars use case.
Now click on the Additional Options menu for the order_cs as shown and select Set Run-time.
Assign the wkg_day_hol_nat and nwkg_day_hol_nat Calendars by opening the relevant Assign Working and Assign Non-Working days links in the Set Run-time modal window.
The Assign Non-Working day link will open the following selection window:
After selecting each Calendar, click on the Apply button at the foot of the window (not shown in the screenshot) to note the configuration.
Once both Calenders have been selected, click on the Submit button at the foot of the Set Run-time window to save the configuration.
Inspecting the Configuration
The Edit XML function in the Set Run-time window can be used to inspect and - if necessary edit - the configuration for each individual day as shown below. Note that in contrast to the configuration described in the Calendar Use Cases - Managing Working Calendars article, Non-Working Days can be readily identified as such in the XML.
In addition, the Show Assigned Calendars item in the Order's Additional Options menu allows the assigned calendars to be checked.
Specifying a Period (Run-time) for the Order
A Period, specifying the Repeat Interval, Start Time and behavior On Non-Working days should now be configured for the Working Day Calendar. This is done in the New Period modal window which is opened by clicking on the + symbol in the Period column of the Set Run-time window (shown in several screenshots above). The configuration in the New Period window shown should be self-explanatory.
After a second Single Start Period starting at 21:00 has been configured the Set Run-time window will appear as shown in the following screenshot:
Inspecting the Configuration with the Daily Plan
The Show Daily Plan item in the Additional Options menu for the order_cs Order can be used to show how the configuration described above comes together:
The screen shot shows the Monthly view for December 2017, with Christmas and Boxing Day (2nd Christmas Day) holidays clearly indicated:
The next screenshot shows the Yearly view for 2018:
Easter (Friday, the 30th March and Monday, the 2nd April), for example, is clearly shown as Non-Working Days.
Using Restrictions to Configure Execution on Every 3rd Working Day
Reopen the Set Run-time modal window for the order_cs Order and then click on the + symbol for the Working Day Calendar in the Restrictions column:
This will open the Add frequency : Recurring Days modal as shown in the next screenshot:
After configuring a Recurring Days Frequency for for every 3rd day December 2017 as shown in the screenshot above, repeat this procedure for Every 3rd day for 2018, valid from the 1st January to the 31st of December. In both cases the Valid From date sets the point from which every third day is to be counted. Click on Close once both Restrictions have been set. This will return to the Set Run-time window, which will appear as shown in the next screenshot:
Effect of Period Settings and Restrictions
The effects of the Every 3rd day Restrictions on execution dates for 2018 can be seen in the Daily Plan view for the order_cs Order shown below:
The regular pattern is only changed when the execution date falls on one of the holidays specified in the Non-Working days Calendar. The behavior on Non-Working days was defined for the Order in the Period modal window and described in the Period section above. For both run-times (15:00 and 21:00) the On Non-Working days setting was left at the default suppress execution.
This has the following effects:
- As the 1st of January is a non-working day, execution is suppressed.
- Note that this means that there is no execution between the 27th December 2017 and the 4th January 2018. This is even though the 1st of January was defined as a Valid From date for the Restriction.
- Execution on the 28th of May is suppressed.
- Easter (30th March and 2nd April) and Christmas (25th and 26th December) are simply ignored as execution is no longer planned during either of these holidays.
A number of behaviors can be specified for each Period in addition to the default suppress execution used above. These are:
- execute on the last preceding day not in a Non-Working Day Calendar
- execute on the first succeeding day not in a Non-Working Day Calendar
- (the default) suppress execution and
- ignore the non-working day
Explanation
The reason for the inelegant "not in a Non-Working Day Calendar" expression in the preceding and succeeding definitions can be demonstrated with the following example:
- Mondays to Fridays are defined as Working Days, a definition for Saturdays and Sundays has not been made.
- Consider a Monday that is a Non-Working Day e.g. a holiday.
- If the preceding option has been selected, execution will take place on the preceding Sunday, which is the last preceding day not in a Non-Working Day Calendar, instead of on the Monday.
- If Saturday and Sunday were to be defined as Non-Working Days and the the preceding option selected, then execution would take place on the preceding Friday, instead of on the Monday.
To demonstrate the effects these settings can have on the execution dates, open the Show Run-time modal window for the Order and then click on Edit Period (the pencil symbol), which will open the following window:
TEXTS IN SCREENSHOT ARE INCORRECT
Use the select box to change the behavior specified as shown in the screenshot and click on the Save button.
The effect of changing the different On Non-Working Day settings will have on execution dates will be described next. The effect of these changes can be best seen in the Daily Plan for the Order.
Behavior with "Execution on the last preceding day not in a Non-Working Day Calendar"
The last execution date in 2017 is the Wednesday, 27th of December and the last Working day the 29th. The execution for the Monday, 1st January 2018 will be moved to the Sunday, the 31st December, as can be seen in the next two screenshots below showing parts of the Daily Plan for 2017 and for 2018 respectively. Note that a detailed explanation for the logic behind this behavior is given in the Info Box above.
2017
2018
Behavior with "Execution on the first succeeding day not in a Non-Working Day Calendar"
With this setting the Order will be executed, for example, on the day after the first of January as shown in the next screenshot:
Behavior with "Ignore non-working day"
This setting means, for example, that execution on the 1st of January 2018 will take place as can be seen in the screenshot below:
Mixed Behavior
Note that the screenshots shown here have been generated after changing the On Non-Working Days behavior for both the 15:00 and 21:00 Periods. It could be readily conceived that there would be a use case for one Period in a Working Day that would be suppressed on Non-Working Days and another Period where execution took place, regardless of the whether or not a day was Non-Working. In this case the day will be marked in the Daily Plan as an execution day and there will be no indication that not all Periods will be executed on that day.
Comparison with Behavior defined using a Single Calendar
The behavior described in this article around irregularly occurring non-working days such as holidays - where execution is moved forward or postponed - is only possible when separate Working and Non-Working day Calendars are used. With the slightly simpler approach described in the Calendar Use Cases - Managing Working Day Calendars article, in which a single Calendar is used, execution on non-working days can only be suppressed.