To modify existing absences categories for your group or to create new ones, follow the steps below.
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For each calendar group, it is possible define the absences' properties such as defining:
Planner’s rights are required to modify absences' configuration. |
Prerequisite
- Connect to Portal with a planner profile
- Have access to Group's calendar
Access in Petal
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Home page > Left menu > Scheduling> Absences
Steps
1. From your left menu bar, click on Scheduling, then select Absences.
2. Click on the Categories tab.
The list of available category types is displayed.
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(i) Categories are the options from which the member can select when creating an absence. |
3. Click on Display deactivated categories to include those in the list.
4. To modify the display sequence of the categories, click on the icon below and slide the entries in the selected order.
5. To modify existing categories, click on the pencil on the row of the category type that you wish to modify.
6. For more details about the Edit the absence category, see To create a new absence category below.
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(i) If you modify the Impact of an existing category, the modification for the type will be effective from the start of the current period and for all the absences of this type in the future. |
7. To remove a category type from the list, click on the bin icon on the same row.
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(i) Absences that were created with a category type that was removed afterwards, remain as such but the deleted option will not be available for selection. |
To create a new absence category
1. Click on Create new category.
2. In the New absence category panel, fill in information below.
| Field | Description |
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Category name Acronym |
Full name Unique identifier with a maximum of 3 characters. Either the full name or the acronym will be displayed according to available space. |
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Impact of the category on planning Blocking Preference |
Firm absence to consider in schedule planning Lower priority in schedule planning; For each preference category type, PRF will be appended to the category name to identify it |
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Treatement applied to the absence request Approval required Processing required |
Approval process for this absence category type |
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Time slots combinations
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Value is used as a weight to compile absences |
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Set as the default category |
Category type selected by default when creating an absence |
3. Click on Save to finish the creation.
4. Click on Cancel to return to the list of categories without saving the new category.