Setup Calendar Events By Location
Define Geographic Regions
To create Geographic Regions use lookup type “ORA_PER_GEOGRAPHIC_TREE_NODES”
Navigate to Manage Common Lookups
Search for lookup type “ORA_PER_GEOGRAPHIC_TREE_NODES”
Add all the Geographic regions that you require in the look up codes.
It should be noted that the values entered in the lookup code should NOT be the same as the country abbreviations, such as DE, US, IN etc.
- Define Geography Tree
Navigate to Manage Geography Trees
Click Create
Enter Details and Click next
Click Next
Click Submit
Select “ABC Geo Tree” in the search results and click on create Tree Version
Enter the details and click Next
Click on Add button
Change the Data Source to “Geographic Tree Calendar Event Data Source”
And this will show all the locations created under lookup “ORA_PER_GEOGRAPHIC_TREE_NODES”
Select Global and add to the nodes
Click ok
Select Global and Click on Add
Select the locations and move them under selected nodes
Click ok
Click Submit
The following message will be displayed:
Tree version ABC Geo Tree V1 created successfully and the Specify Nodes page should now look like this.
Row Flatten Tree Version
From Search Results screen, select the Tree Version row and do Actions -> Flatten -> Row Flattening. This is a technique to make the retrieval of the tree faster.
Click on Online Flattening
Click Ok
Click Done.
Do Online Audit
From Search Results screen, select the Tree Version row, and do Actions ->Audit.
Click on Online Audit button from Tree Audit Result page.
Click on Online Audit
A successful audit looks like this
Click Done
Activate Tree Version
Finally from Search Results screen, select the Tree Version row and do Actions -> Set Status -> Active
Click Active
The following message will be displayed:
‘Status of tree version ABC Geo Tree V1 changed to ACTIVE’
- Create Calendar Event
Public Holidays now need to be created for each of the countries, and attached to the respective node in the Geography Tree.
Using Manage Calendar Events task, click on Create Icon
Enter Name, Category, Date, and Short Name of the Public Holiday. Then under Coverage, choose the Hierarchy Type of Geographic, and the Hierarchy previously created.
Expand the Global Node, click on the Locations to whom the Public Holiday is associated, and click on the Include Icon.
Select Hierarchy Type as Geographic and Hierarchy as ABC Geo tree.
Select the regions for which the public holiday is applicable
Add Calendar Event to the Work Schedule
Once Public Holidays have been entered as Calendar Events for all the regions, an exception can be added to the global Work Schedule so that they are regarded as Off Period, and workers in that region will be Unavailable for work on that day.
Click Submit.
Assign Geographic Hierarchy to the location
Navigate to Manage Locations à select your location and change the Geographic Hierarchy
Fusion Guide 