Overview
The Calendar Type defines the type of calendar activities that the user wants to establish (Budget Financial Statements, Audit, etc.). These can be originating from the system or simply used to send reminders to users about upcoming activities.
Navigation
Admin ► Common Entities ► Calendar ► Calendar Activity
Calendar Activity screen Fields
Field | Description |
Id | Unique identification code of Calendar Type record. |
| Workflow Status | This field identifies the workflow status of the Document Section. Possible values include: Created, Approval Requested, Approve, Cancel |
| Status | It displays the status of the calendar. |
| Calendar Type | Closed domain for Calendar Types (i.e.: Budget Calendar) |
| Calendar Source | It allows selecting the source of the calendar from the dropdown list. |
| Calendar Year | Selection of Fiscal Year for the Calendar |
| Activity Code | Internal reference code of the Activity |
Active | Indicates whether the record is active and available for use. |
| Start Date | Begin date of the calendar Activity |
| End Date | End date of the calendar Activity |
| Duration | Automatically calculated field for the duration of the activity based on start and end date. |
| Resource | Link to the Resource (or System Entity) that is linked to the Calendar Activity. |
Activity Name | Name of the Calendar Type. |
Activity Description | Description of the Calendar Type. |
Objective
Details regarding Calender is added from this tab present in Calender Activity entity.
Attachment tab screen fields
| Fields | Description |
| Id | It is system generated unique identification number. It will be unique in the system and it’s visible to the user. |
| Attachment Classification | It represents different types of documents and its pre-defined in the system. |
| Title | Title of the document added by the user. |
| Description | User description of the document. |
| Attachment | User selects the pre-defined document type for the attachment. |
| Date Time | System automatically determinates the extent date and time of the last operation performed on the attachment. |
| Date | Select the date from the available calendar in the application |
| User | Username will be shown here. |
Objective
This Tab is use to enter Calendar Activity Message
Calendar Activity Message screen fields
| Fields | Description |
| Days Before Activity Start | Number of days the Activity message should be sent before the activity starts. |
| Days After Activity Start | Number of days the Activity message should be sent after the activity starts. |
| Days Before Activity Ends | Number of days the Activity message should be sent before the activity ends. |
| Days After Activity Ends | Number of days the Activity message should be sent after the activity ends |
| Allow Sending Emails | If checkbox is mark for email sending |
| Language | Country specific language used to describe Calendar Activity |
| Message Subject | Short Name of the Calendar Activity Message. |
| Message Additional Info | Long description of the Calendar Activity Message |
| Stakeholders Tab | List of all stakeholders obtained from the ITMSI list of users or stakeholders outside of the system. |
| Functional class Tab | Applicable Functional Class |
Overview
The Calendar Type defines the type of calendar activities that the user wants to establish (Budget Financial Statements, Audit, etc.). These can be originating from the system or simply used to send reminders to users about upcoming activities.
Navigation
Admin ► Common Entities ► Calendar ► Calendar Type
Calendar Type screen Fields
| Field | Description |
| Id | A Unique identification code of Calendar Type record. |
| Active | Indicates whether the record is active and available for use. |
| Name | Name of the Calendar Type. |
| Description | Description of the Calendar Type. |
| Functional Class | It allows to select the functional class one or multiple while creating calendar type or searching for the calendar type. |
Overview
This report shows the list of activities from the Calendar selected by the User.
Navigation
Admin ► Common Entities ► Calendar ► Calender Reports ► Calendar Report
Financial Institution Screen Fields
Field | Description |
Fiscal Year | The Fiscal Year for which the report will be generated. |
Calendar Type | Refers to the active Calender Types defined in the system. |
Overview
The purpose of this function is to allow the calendar administrator (Budget Manager or Budget Officer) to make a copy of a previous Budget Calendar to a new Fiscal Year. When using this function, the user can select the fiscal year, the calendar type (i.e.: Budget Calendar), the starts and end date of the activities required. Finally, users can select if activities which were suspended in the selected calendar are to be copied to the new calendar or not.
Navigation
Admin ► Common Entities ► Calendar ► Copy Calendar
Copy Calendar screen Fields
Field | Description |
Fiscal Year | Drop down list shows available fiscal year. |
Calendar Type | Selection of Fiscal Year for the Calendar |
Start Date | Begin date of the Activity. |
End Date | End date of the Activity. |
Copy Suspended Activity | This feature allows to enable or disable copy activity. |
| Calendar Activity Tab | Lookup to add calendar Activity |