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Priority Exclusion Dates

Priorities in Oneserve can be used to calculate a target date for completion on a job. Priorities can be set to exclude different days of the week or you can use the exclusion date functionality for particular dates. This functionality is particularly useful for bank holidays because you can make sure jobs do not go out of target whilst your company has a global day off.

User Type Right - Exclusion Dates [EXCLUSION_DATE], Provides access to the Exclusion Date page under the admin menu.

Creating a new Exclusion Date

  1. Select the Cog icon to open the Admin menu.
  2. Select Exclusion Dates from the Job section.
  3. If you have already allocated Exclusion Dates they will appear on the right hand side.
  4. Use the Add Date field to find the date you need to exclude. You can add multiple dates - they will appear in date order.

 

Next you will need to activate Exclusion Dates against your Priorities. Please reference the following document to see how to do this.

Related Documents 

Managing Priorities 

Emergency Priority 

 

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