The Event Manager event schedule screen offers three options in the section titled "If Scheduled day is a holiday".
The Event Manager has a calendar is a user defined calendar, where you define the non-business days for your Servicing Director system. Non-business days would be days where there will be no business transaction or activity for the Servicing Director system.
Unless you are open on Saturday, typically, weekends are holidays for your institution. You can use the Holiday Details screen to set up other holidays, such as the Fourth of July, Christmas, and Thanksgiving. After you set up holidays, they appear in your calendar, and events that are scheduled to run on that holiday are run either before or after the holiday depending on these holiday scheduling options chosen when you schedule the events to run on the Schedule screen.
As a reminder, be sure to check your Event Manager holiday calendar frequently, at least at the beginning of each new calendar year, to make sure the right non-business days are selected for the coming year.
These holiday scheduling options change the scheduling of the event, always scheduling it on the day you schedule it, but also optionally adding the event to other business days before or after the day you schedule it.
The event is not removed from a schedule using these options, but optionally,two of the three options add a second instance of the event to another business day schedule.
Every day of the Event Manager calendar, including the holidays has a scheduled list of events, but the holiday schedule will not be opened by Event Manager, unless a user manually selects the holiday from the calendar or manually overrides the schedule automatically selected by Event Manager.
Whether or not a event is run then just depends on which schedule is selected to be run. If you rely on Event Manager to select the schedule automatically, it will select the schedule based on the current transaction posting date when Event Manager is started. When Event Manager advances the current transaction posting date based on your calendar, the holidays you define on the calendar cause the current transaction posting date to advance over the holidays on the calendar, and set the current transaction posting date to the next business day after the holiday.
Therefore, if you rely on Event Manager to select the schedule automatically, a holiday schedule will never be selected. However, two of these holiday scheduling options will add the event to other schedules around the holiday schedule, to the Event Manager automatically selected schedule around the holiday can include the event.
Some customers optionally have Event Manager perform the Run All events unattended, having no user interactively running Event Manager, and instead having scheduling software run Event Manager. If your system administrator or local IT has Event Manager running unattended, then see the additional information at the end of the this article.
Here is a description of the behavior of each holiday scheduling option:
Execute event only on holiday: This option is a kind of 'neutral' status. This means that if an event is scheduled to run the day you schedule it. If that day is a holiday, the event will be still be on the schedule for that day, and available to run. This only places the event on the schedule for that day, and if Event Manager is directed to open the schedule for that day, this event will be listed. If a Event Manager is then directed to run this schedule of events, then this event will be run.
Notice that the Event Manager would not normally open the schedule for a holiday. The purpose of a holiday on the calendar is to direct Event Manager to skip over those days. The user defined calendar of Event Manager holidays directs Event Manager to advance the transaction posting date on the system to the next business day after any holidays on the calendar, and Event Manager will load the schedule of events for the next business day. This would mean, the automated advancing of Event Manager would not normally load the schedule for a holiday. The event will NOT run that holiday schedule because, if you have holidays set up, your Run-all would NOT normally be running that day.
However, a user can select a holiday from the Event Manager calendar screen, and make a holiday schedule be listed in Event Manager. In this case, an event with this holiday scheduling option will be listed, and can be run.
This option is the default setting for new events being scheduled.
Execute on prior working day: This option adds the event to the Event Manager scheduled events list for the prior working day. So, on the business day prior to your holiday, when Event Manager opens the schedule on the prior day to your holiday, this event will appear. This will be the second schedule the event will on, as it also remains on the list for the day it was scheduled.
Execute on following working day: This option adds the event to the Event Manager scheduled events list for the following working day. So, on the business day following your holiday, when Event Manager opens the schedule on the day following your holiday, this event will appear. This will be the second schedule the event will on, as it also remains on the list for the day it was scheduled. Depending on your selection, the event will either automatically schedule itself to run on the day before or the day after. Typically, any event scheduled to run daily, should set up with 'run on schedule'.
Which option to choose for events running weekly or monthly (whether they be updates, reports, or letters), will each individually need to be considered carefully based on your choices for holidays on the Event Manager calendar setting your Holiday Schedule,and based on your business model and event selection.
More about running Event Manager unattended:
If you have Event Manager performing the Run All events unattended, then here are the key differences related to the holiday scheduled options: - Event Manager will select the schedule of events automatically, but the schedule selected changes depending on when you have your scheduling software run Event Manager.
- If you have the Event Manager start after midnight, the schedule of events selected for the run all will be those events scheduled to run on the date of the computer clock date, the date after midnight, likely the day after your currently ending business day. This is different than described above, when Event Manager run interactively by a user chooses the schedule based on the Current Transaction Posting date. Therefore, if you schedule any events to run on specific days and not daily, be careful to schedule them to run on the date after midnight (the business day plus one day), to make sure the events are part of the after midnight run all.
- To clarify, the unattended Event Manager will select the schedule of events based only on the computer clock date, and if the computer clock date is a holiday on your Event Manager calendar, Event Manager will open the schedule of events for the holiday date. This is another way the schedule for the holiday date can be opened by Event Manager. The events which will be listed on the schedule for the holiday will be as described above, where every event scheduled for that date will be listed, and every holiday scheduling option always schedules the event on the date scheduled.
- Event Manager will still use your user defined holiday calendar to determine whether to run scheduled list of evens or not. When your scheduling software runs Event Manager on a holiday (or non-business day) on the Event Manager calendar, then it will simply exit and not run any events. In this way, even though Event Manager may select a holiday schedule, it will then choose to not run that schedule.
Environment:
Servicing Director Event Manager
ArticleNumber:
000054962
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