Rule Details

Don't forget to click Save to save your rule definition.

General

Default values can be adjusted from the Rule Default Settings document.

• Name

  Rule identifier, alphanumerical characters including + and -. It is recommended to use naming conventions to ensure that the sense of the rule can be easily determined from its name.

• Label

  The rule's description.

DUAS V5

• Frequency

  Composed of the number and time unit of the period. The total duration of the period cannot exceed 2 years. The period is therefore a number of days, weeks or months.

• Position

  Defines the offset used to determine a schedule date. This position is defined in days starting from the beginning (or the end) of the period. Its value may be between 1 and n, where "n" cannot exceed the number of days contained in a period. For example:

  • If the rule is defined with a period of two weeks, the position in the period must be between 1 and 14; the first day of the week is a Monday.
  • If the rule is defined with a period of three months, the cycle will be quarterly and the position cannot exceed 88; 88 being the number of days of the year’s shortest quarter (February, March, April).

• Types of Days

  The position is calculated in calendar days, working days, closed days or holidays (applies to the Task Management Unit calendar). In the days of the week: from Monday to Sunday. For example if the period is month 1, the field can be the second Monday of the month.

• From Beginning / End

  The number of days of the Position is applied from the beginning or end of the period.

• Offset

  If the calculated day is invalidated by one of the authorization masks, (refer to: Calendar below), an automatic offset can be calculated. Three values are possible:

  • None: No shift will be applied if the day targeted by the rule is forbidden, so the Task will not be scheduled for that day
  • Next: If the calculated day is prohibited, the launch is moved to the next authorized day.
  • Previous: If the calculated day is prohibited, the launch will be moved back to the previous authorized day.

DUAS V6

• Pattern Every

  Composed of the number and time unit of the period. The total duration of the period cannot exceed 2 years. The period is therefore a number of days, week days, weeks, months, quarters or years.

  The notion of a fiscal month, fiscal quarter or fiscal year refers to the period defined in the reference calendar (refer to section "Fiscal Period"). For a lot of businesses, the fiscal year does not correspond to the calendar year, the user can therefore define in the calendar the start of each period and create scheduling rules that align with the fiscal periods.

• On

  Defines the offset used to determine a schedule date. This position is defined in days starting from the beginning (or the end) of the period. Its value may be between 1 and n, where "n" cannot exceed the number of days contained in a period. For example:

  • If the rule is defined with a period of two weeks, the position in the period must be between 1 and 14; the first day of the week is a Monday.
  • If the rule is defined with a period of three months, the cycle will be quarterly and the position cannot exceed 88; 88 being the number of days of the year’s shortest quarter (February, March, April).

• Types of Days

  The position is calculated in calendar days, working days, closed days or holidays (applied to the Task Management Unit calendar), days of the week: from Monday to Sunday. For example if the period is month 1, the field can be the second Monday of the month.

• Forward / Backward

  The number of days of the Position is applied from the beginning or end of the period.

Calendar

From the day calculated in the General section, additional restrictions can be applied.

The prohibition (Red) overrides the authorization (Green). The Authorize all and Unauthorize all buttons can be used for changing the status of all days in the month or all months in one click.

• Days of the week: This mask authorizes / prohibits schedules for certain days in the week according to:

  • The day of the week, (Monday, Tuesday, etc.).
  • Its type: working, closing or holiday.

  When a rule is referenced in a Task, this mask is applied to the appropriate calendar used by the Task.

  These buttons can be managed individually or by group: Working, Closing and Holiday will toggle the status for all days in the row.

• Days in the month

  This mask authorizes / prohibits certain days of the month. By default, all days are authorized.

  • Click From Beginning [default] to indicate that the selected days must be counted from the beginning of the month.
  • Click From End to indicate that the selected days must be counted from the end of the month.

• Months of the year

  This mask authorizes / prohibits certain months of the year. By default, all months are authorized.

DUAS v6:

• If unauthorized

  If the day calculated in the General section is invalidated by one of the authorization masks, an offset may be calculated. Three values are possible:

  • No shift: No shift will be applied if the day targeted by the rule is forbidden, so the Task will not be scheduled for that day and the Offset is not applied.
  • Next authorized day: if the calculated day is restricted by one of the authorization masks, the launch will be moved to the next authorized day and the Offset section will be applied to this day.
  • Previous authorized day: If the calculated day is restricted by one of the authorization masks, the launch will be moved back to the previous authorized day and the Offset section will be applied to this day.

Simulation

• MU to use for the preview

  Select a Management Unit in which the associated calendar will be used to calculate the rule. If the Management Unit does not have an associated calendar, the general calendar will be used.

Click on Simulate to display the calculated days: They are green in the months displayed. The days displayed in red do not correspond to the rule calculation dates

You can change the simulation range by clicking on the arrow "<" to the left of the first month, or the arrow ">" to the right of the third or fourth month. If you want the four months to be linked, click the sign. If you want the fourth month to be independent, click the sign.

Unijob Advanced Offset

This section is applied to DUAS V6 rules only:

• The day calculated by the rule, if it is prohibited by any authorization masks.
• The day obtained by the postponement, if the day calculated by the rule has been banned by an authorization mask and if the field "If Unauthorized" indicates "Next day authorized" or "Previous day authorized".

An automatic shift on any day determined by the rule can be applied to the task using the "Add > Offset Rule" in Task schedule.

Depending on the type of day obtained (working, holiday or holiday); the user must set the desired behavior. The user can select an offset to the calendar day, working day, holiday or off day:

• Following : +1, +2 …
• Preceding: -1, -2…

If no box is checked (default), the day obtained is authorized.