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ID70 - Update eAutomate Branch Holidays Overview & Sample:

Receive annual reminder to update your Holidays in eAuto.

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Overview

Overview

Your service metrics rely heavily on your eAutomate Service Hours and Holidays. Without these hours and days properly accounted for, your response times and inoperable hours will be significantly skewed. This alert is an annual reminder to review and set up these hours for the upcoming new year and includes a link to instructions on properly updating in eAuto.

 

Run Schedule:  Annually, December 15th 

Type of Output: Email

 

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Sample

Sample

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Variables

Variables

This process has no variables

 

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Alert Functionality

Alert Functionality

1. Provides you annual reminder to update your Holidays in eAuto.

2. eAutomate 8.7+

Each year you will need to update your Holidays via Tools / Lists & Codes / SLA codes. 

Select Service hour code and Edit:

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Click on the 'Holidays' tab to bring it forward to add the new holidays.  If you are open special/partial hours on the holiday, you should identify them in the 'Opening Time' and 'Closing Time' AND check the box next to that day.

**Only check the boxes next to holidays that you are open for partial hours. If you are closed for the full day then the boxes must be unchecked.

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Typical Holidays:

New Year’s Day

Memorial Day

Independence Day

Labor Day

Thanksgiving Day & Friday After

Christmas Eve Day & Christmas Day

 

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Best Practices & Tips

Best Practices & Tips

1. See THIS LINK for setting response hours in eAuto

2. For eAuto 8.5 and below:

Access via Tools/Options/Company/Edit Main Branch Settings, select the icon the right to 'Edit':

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Only check the boxes next to holidays that you are open for partial hours. If you are closed for the full day then the boxes need to be unchecked.

 

3. For eAuto versions before 8.0:

Select Tools / Options / Edit Main Branch Settings:

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Then edit Service Hours, check the boxes next to all the holidays (regardless if closed partial or full day):

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Related Alerts

Related Alerts

None at this time

 

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