Managing Holidays

TriLine GRC will consider Holidays when processing Due Dates and Reminder Dates for Tasks.

If a task falls on a Holiday (or a weekend day), TriLine GRC will move the date forward to the previous working day.

Holidays can be marked as Perennial. A Perennial Holiday is one that occurs on the same date each year. The Monitor will automatically roll over Perennial Holidays. Non-perennial Holidays are those that occur on a different date each year (e.g. a holiday marking an annual event but not tied to a set calendar date).

How many holidays do you need to setup?

For Perennial Holidays, you only need to setup the next occurrence of the Holiday.

For non-perennial Holidays, you need to have sufficient set-up based on the maximum cycle for any Task. For example, if your maximum cycle is 12 months then we suggest that you set up at least 2 years of Holidays.

Tip: Create a Process Control Task to ensure that Holidays are reviewed every 12 months.

Accessing the Holidays Page

Administrators can access the ‘Holidays’ Page via the Main Menu:

  1. From the Main Menu select Maintenance | Holidays.

  1. The Holidays page is displayed.

The ‘Holidays’ Page

Set up and manage Holidays via the ‘Holidays’ page, accessible via the Main Menu: Maintenance | Holidays.

The 'Holidays' Page

The ‘Holidays’ Page

The Holidays Page elements

‘Holidays’ Page elements

ID

Element

Description

1

‘Holidays’ page title

This is the Holidays title.

2

‘New Holidays’ icon

Click this icon to add a new Holidays. The ‘Add Holidays’ window is displayed.

3

Page_Navigation_Panel

Use the controls on this panel to navigate the pages of the Holidays List 6.

4

Column Headers

Use the controls in the Column Headers to sort and filter the Holidays List 6.

6

Holidays List

Each Holiday is displayed in this list—over multiple pages if there are too many Holidays to display on one page.

7

‘Edit’ icon

Click this icon in a Holiday’s entry to change the name of that Holiday. The ‘Edit Holidays’ window is displayed.

8

‘Delete’ icon

Click this icon in a Holiday entry to delete that Holiday. A ‘Confirm Delete’ dialog is displayed. Click the OK button in the ‘Confirm Delete’ dialog to remove the Holiday from the Holidays List 6.

Add a Holiday

  1. Click the ‘New Holiday’ icon (item <span class=“idcallout2”23 above). The New Holiday window appears.

  2. Enter the new Holiday 1.

  3. Enter the date of the Holiday 2.

  4. Select if the Holiday is Perennial 3.

  5. Click the Save icon 4, or Click cancel 5.

  6. If you clicked Save, the new Holiday will appear in the Holidays List.

The ‘New Holiday’ window elements

‘New Holiday’ window elements

ID

Field

Description

1

Holiday

Type the name of the Holiday.

2

Date

Click the field and use the Date/Time Selector to set the date on which the Holiday occurs.

3

Perennial

Tick this checkbox if the Holiday occurs on the same date every year.

4

‘Save’ icon

Click this icon to add the new Holiday. The ‘New Holiday’ window closes. The new Holiday is displayed in the Holidays List 6.

5

‘Close’_icon

Click this icon to close the ‘New Holiday’ window without adding the new Holiday.

Edit a Holiday

  1. Click the ‘Edit Holiday’ icon (item 7 above). The Edit Holiday window appears.

  2. Update the new Holiday 1, Date 2, or Perennial 3 as required.

  3. Click the Save icon 4, or Click cancel 5.

  4. If you clicked Save, the updated Holiday will appear in the Holidays List.

The ‘Edit Holiday’ window elements

‘Edit Holiday’ window elements

ID

Field

Description

1

Holiday

Update the name of the Holiday.

2

Date

Update the field and use the Date/Time Selector to set the date on which the Holiday occurs.

3

Perennial

Tick this checkbox if the Holiday occurs on the same date every year.

4

‘Save’ icon

Click this icon to update the Holiday. The ‘Edit Holiday’ window closes. The updated Holiday is displayed in the Holidays List 6.

5

‘Close’_icon

Click this icon to close the ‘Edit Holiday’ window without updating the Holiday.

Delete a Holiday

  1. Click the ‘Delete Holiday’ icon 1. The Confirm window appears.

  2. Click OK to confirm the delete, or Click cancel.

  3. If you clicked confirm, the Holiday List will be refresh with a confirming message.

The 'Holidays' Page

The ‘Holidays’ Page

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