How to 'Close' Facilities on Holidays in RecTrac 3.1
Problem
Our department is closed on Thanksgiving Day and Christmas Day. How do I set up my facilities to show them as closed on those days?
Solution
Creating and implementing Holiday Dates in RecTrac is a three-step process that involves creating Holiday System Codes, creating Holiday Codes and creating and linking a Disallow Rule for Holidays.
For Example: To close your department for New Year's Day, you would:
1. Create a Holiday System Code in System Code Management. The Holiday System Code can be something specific, such as New Year's Day or something more generic, such as Holiday.
2. Create a Holiday Code in Holiday Management for 'New Year's Day' and link your Holiday System Code to it. The date you select for the Code you create here will be the date on which your department observes the Holiday. For Example: January 01, 20xx, where 'xx' is the appropriate calendar year>
3. Create a Disallow Rule using Item Holiday as your Criterion. Link your Holiday System Code for New Year's Day to the Rule, and link the Rule to your Facilities to 'close' them. If all your facilities are closed, VSI recommends linking the Rule at the Facility Module Management level of hierarchy.
See Also: System Holidays and Skip Dates for step-by-step instruction.