Friday, August 31, 2012

HEAT – Setting Hours of operation


The Hours of Operation default allows you to define your company's operational calendar, such as daily hours of operation and tracker/screener schedules.

Calendars are set to a 24-hour, 7-day-a-week schedule by default. You can edit these parameters to meet your company's specific needs.

To Create a New Calendar:

  • In the Administrator Dashboard, click the Hours of Operation link in the Set System Defaults section (or, in the Administrator main window, select Defaults > Hours of Operation from the menu bar). The Hours of Operation Definition dialog box opens, displaying a calendar for the current month.
  • From the Hours of Operation menu bar, select Calendar>New. A new, untitled calendar opens, displaying a 24-hour, 7-day-a-week, which you can edit to meet your specific needs (refer to the " To Set Hours of Operation Defaults" procedure below for details).
  • To name and save the calendar, select Calendar > Save or click the Save changes toolbar button.


To Set Hours of Operation Defaults:

  • Open a calendar by selecting a calendar from the drop-down list.
  • Select the range of dates you want to edit (press the Ctrl key to select multiple dates), then select Edit>Edit Date(s) or click the Specify hours for selected date(s) toolbar button. The Editing dialog box opens. You can also click an individual date to open the Editing dialog box.
    • To indicate your organization is open for the selected date(s), click the Open option.
    • To indicate your organization is closed for the selected date(s), click the Closed option.
  • If you selected the Open option, define the hours you are open on this date by dragging the entire time bar, or click and drag either end of the toolbar to shorten or lengthen the range of hours. You can move the bar in 15-minute increments. The time you select is displayed above the bar as you move it. When you release the bar, the time changes appropriately in the table containing the From and To columns.


  • To add more than one time range to this date, click the green + icon in the From field of the table. Adjust the new bar to the desired time settings.


Note: You can add up to nine time ranges per date.
To delete a time range, click the red x icon in the From field of the table. 

  • In the Apply As area, specify if the time range is an exception or the default:
  • If you select Exception, the time range is an exception to normal hours of operation. The settings will be applied only to the date(s) you selected. Exception settings appear in red on the calendar.
  • If you select Default the time range is applied as the default hours. The settings are applied throughout the calendar for the selected day(s) (until you set another default setting). Default settings appear in blue on the calendar.
  • In the Apply To section:
  • To apply your time settings to an entire work week (Monday-Friday), select the Apply to Work Week check box.
  • To apply your time settings to weekends, select the Apply to Saturday and Sunday check box.


IMPORTANT: Changes applied to Saturday and Sunday are applied to all weekend days on the same line. For example, changes made in a Saturday box are applied to the Sunday box in that same week on the calendar row.

  • To clear all defaults and exceptions from the selected range, click Clear.
  • Click OK to save your changes and return to the Hours of Operation Definition dialog box.
  • To save the Calendar, select Calendar>Save or click the Save changes button in the toolbar.  To cancel your calendar changes, select Calendar > Abandon changes or click the Abandon button in the toolbar. The calendar reverts to the last data you saved.


To Navigate to a Specific Month/Year in a Calendar:

1  Open a calendar by selecting a calendar from the drop-down list.

2  From the menu bar, select View>Goto Date.

3  Type the month and year, then click OK.

Note: You can also use the arrow buttons in the toolbar to navigate through the months and years.

To Print a Calendar:

1  Open a calendar by selecting a calendar from the drop-down list.

2  From the menu bar, select Calendar>Print.

3  The Print dialog box opens, enabling you to specify printer and printer properties.

4  Click OK.

To Delete a Calendar:

1  Open the calendar to be deleted by selecting it from the drop-down list.

2  From the menu bar, select Calendar>Delete.

3  Click Yes to confirm the deletion.


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