This article outlines the steps to retrospectively create an Exception Calendar for removing overdue checklists effectively after returning from a vacation.
Key Steps
Step 1: Access the Admin Portal
Navigate to the Admin Portal.
Select 'Checklist Manager'.
Click on 'Exception Calendars'.
Step 2: Add an Exception Calendar
Click on 'Add Exception Calendar'.
Name the calendar (e.g., '2025 Summer Vacation').
Step 3: Specify Checklist Templates
List any checklist templates that should not be affected by this rule.
For long vacations, consider applying the rule to all checklist templates from the last month.
Step 4: Select Center or Room
Choose 'Center' if the entire center was closed.
If only specific rooms were closed, select those rooms.
Step 5: Save the Exception Calendar
Use 'Center Edge Alias' to select multiple centers if needed.
Click 'Save' to create the Exception Calendar.
Step 6: Add Exception Date Range
Click on 'Add Exception Date Range'.
Enter a description and location (e.g., closed for July and the first week of August).
Click 'Save'.
Step 7: Verify To-Do List
Check the To-Do List to confirm that only the relevant centers are showing.
Ensure that overdue checklists for closed centers are no longer visible.
Step 8: Future Planning
Consider setting up Exception Calendars in advance for future vacations.
Rename existing calendars as needed and add more exception date ranges.
Cautionary Notes
Ensure that all relevant checklists are accounted for before saving the Exception Calendar.
Double-check the date ranges to avoid missing any important periods.
Tips for Efficiency
Set up Exception Calendars before going on vacation to prevent overdue checklists from accumulating.
Regularly review and update Exception Calendars to reflect any changes in schedule.