By default,
SBM
calculates time using a 24-hour/seven-day-week calendar. You can create custom
calendars to establish hours of operation, however, and assign them to the
following features:
- Duration Reports
You can specify a calendar for Duration reports, such as Time in
State and Average Time to State reports. This enables you to calculate the
amount of time items remain in a particular state or how long it takes items to
reach a state based on your organization's hours of operations. For details on
using calendars with Duration reports, refer to the
SBM Reporting Guide.
- Notification Escalations
You can assign a calendar to notification escalations to ensure that
they are generated only during your organization's hours of operation rather
than 24 hours a day, seven days a week. This prevents escalations from
generating repeatedly over weekends and during holiday breaks, for example. You
can assign a custom calendar to each notification escalation, or you can assign
custom calendars to user accounts, and then select one of the following options
for each notification escalation:
- User Owner
Performs time calculations based on the calendar set for the
current owner of the item being assessed for escalation.
- User Submitter
Performs time calculations based on the calendar set for the
submitter of the item being assessed for escalation.
For details on using calendars with escalations, refer to
About Escalations.
- Resources
You can create separate calendars and assign them to resources to
determine a resource's weekly working hours. This is used to calculate time
distributions for the Time Capture feature. Ideally, you should create and use
unique calendars for resources to prevent any conflict with other features that
may rely on calendars. For details, refer to
About Working Hours, Capacity, and Scheduling.
Elapsed time for these features is calculated based on each calendar's
defined operating hours. For example, the time to escalate may be set to 8
hours, and a calendar's hours of operation is set at Monday through Friday from
8 a.m. to 5 p.m. If an event that triggers an escalation to fire begins at 3
p.m. on Friday and the event is not resolved, an escalation is sent at 2 p.m.
on the following Monday.
Note: Calculations are not combined for multiple calendars, and you can
only apply one calendar to each notification escalation or report.
Using Calendars Across Multiple Time Zones
A time zone is set for each calendar, and this time zone is used for
all calculations based on the calendar. Time zones applied in each user's
preferences do not automatically apply to hours of operation calculations.
To apply hours of operation across multiple time zones:
- Create calendars for specific time zones, and then apply them to
individual notification escalations and reports.
- Create calendars for specific time zones, and then assign them to
users in those time zones.
- For notification escalations, select the User Owner or User
Submitter calendars to apply them to the time zones set for the calendar
assigned to the user who owns or submits an item when it is evaluated for
escalation.
Note: Notification escalations that use the User Owner or User
Submitter calendars are calculated against an item's current owner or
submitter. This user may change during the time-to-escalate period. For
example, if a user with a US/Eastern time zone owns an item for two hours, and
then assigns the item to a user with a US/Pacific time zone, the escalation is
fired based on the user with the US/Pacific time zone.
Calculating Elapsed Time for State Changes
By default, elapsed time for state changes is recorded based on a
24-hour day, seven-day week. A record is added to the database every time a
primary item moves from one state to another. These records are used for
calculating elapsed time for the Average Time to State duration reports.
Note: If you upgraded your system from TeamTrack and you want to report
on elapsed time for state changes on primary items in the database before the
upgrade, you should run the
PostUpgradeUtil.exe AFTER you upgrade but BEFORE you
use the new report types. For details, refer to the
Moving to SBM
guide.
You can also create custom calendars to use for duration reports. This
allows users to run reports that show elapsed time for state changes based on
the hours of operation defined in the calendar. To record elapsed time for
state changes based on a calendar, select the
Save Elapsed Time for Calculating State Changes in Duration
Reports check box located on the calendar's
General page.
The following information applies to elapsed time calculations for
state changes:
- Recording of elapsed time for state changes used by duration
reports begins when the
Save Elapsed Time... check box is selected for
a particular calendar and ends if this check box is cleared. Reports that use
calendars with this check box selected only return data for the period when
elapsed time for state changes was collected.
- Elapsed time for state changes made to primary items outside of a
calendar definition are recorded as zero. For example, if a calendar defines
hours of operation from 9 a.m. to 5 p.m., and an item changes state at 7 p.m.,
the elapsed time for that state change is recorded as zero.
- Creating a large number of calendars that record elapsed time for
state changes could impact your system's performance.
- Elapsed time records for state changes cannot be deleted or
archived.
- If a calendar that is used by existing reports is deleted, users
who execute the reports are notified that the report will no longer reflect
time-in-state data.
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