Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.
Comment: Added screenshots, improved the language & grammar, added links to other documentation pages.

As your organization may have offices in different locations, the The ability to manage holidays for each office individual offices is a very useful tool . Use for an organization spanning multiple locations. Use this option to customize holidays for each office of your organization.




Panel

On this page:

Table of Contents
maxLevel3
minLevel3
printablefalse


From the main screen Welcome Page, click on Admin, and click on then Organization from the drop-down list that pops up. This will launch the Organization menu (as shown in the screenshot below).

Select Image Added

From this menu, select Manage Holidays. Image RemovedThis will display the following:

Image Added


Add Holidays 

Create This option allows you to create new holidays for each office in your organization. 

  1. Click the blue Create Holiday button at the top-right of the screen:Image Modified .This will launch a new page: 

    Image Modified
Complete

  1. Fill the required fields: 
    1. Name
    2. From Date
    3. To Date
    4. Repayment
  2. scheduling
    1. Scheduling Type
    2. Repayment scheduled to
  3. A
    1. Description (this is not a required field, but is
  4. an
    1. still available
  5. option
    1. . You may also Edit this holiday at another time to add a description or edit the current description.) 

  6. Select the office(s) the holiday applies to by clicking on the small '+' icon beside Applicable Offices . This will open a list of offices for you to choose from. Check the boxes to mark the office(s) you would like to include.

    Image Modified

  7. Click Submit.

View Holidays

 Once you have selected Manage Holidays, a chart of all holidays will be displayed. The following information fields will be displayed:

  • Holiday Name
  • Start Date
  • End Date
  • Alternate working day
  • Status - Active or Deleted



Tip: Use the Filter by Name field to locate the holiday you are searching for. Begin typing the holiday name and Mifos X will automatically filter the results.

You may also filter holiday results by using the drop-down menu at the center of the Manage Holidays screen to select an office:

Edit/Delete Holiday

To Edit this holiday:

  1. Click on a holiday in the list to
open it's profile
  1. view more details:

    Image Modified

  2. Click on the blue Edit button at the top-right of the page. This will launch a page where you can change the name of
a
  1. the selected holiday. You may also add or change a description of the chosen holiday.


To Delete this holiday:

  1. Click the red Delete button at the top-right of the screen.

  2. Click Confirm.

Filter by label (Content by label)
showLabelsfalse
max5
showSpacefalse
reversetrue
cqllabel in ( "working" , "days" , "manage" , "holiday" ) and type = "page" and space = "docs"