Specifying Rules for a Periodic Appointment

Use

The time periods in which the activities or events of a periodic appointment are scheduled are spread over several time intervals that recur regularly or irregularly. You can use the following interface to specify the rules for these time intervals:

Procedure

In the detail screen of an appointment, choose Period. Then create rules or edit existing rules. To complete editing, choose Copy.

Creating Rules

  1. Specify the time period for which the periodic appointment is to be created.

    If you select a time period from the input help (for example, For one year), the end date of the time period is entered automatically.

  2. Select a rule.
  3. Depending on the rule selected, make the following specifications for the appointments:
    • Daily periodic appointments

Specify the time period between the individual appointments in days and the time at which the appointments take place.

    • Weekly periodic appointments
      1. Specify the time period between the individual appointments (for example, every week).
      2. Select the weekdays on which the appointments are to take place and specify the time at which the appointments are to take place on the selected weekdays.
    • Monthly periodic appointments

Select whether the appointments are to take place on a specific date or on a specific weekday in the month. The rest of the specifications depend on this choice:

      • On a specific date

Specify the time period between the individual appointments in months, and also specify the day and time of the appointment.

      • On a specific weekday

Specify in which week and on which weekday the appointment is to take place.

Specify the time period between the individual appointments, and also specify the time of the appointment.

    • Additional appointments

Specify the date and time of the additional appointments.

    • No appointments on

Specify the dates of appointments or the dates of time periods on which appointments are not to take place. Appointments that, according to a rule, take place on these dates are then canceled. They are not displayed in the calendar.

  1. Specify whether exceptions apply to non-working days and how appointments are then to be handled (for example, whether they are to be canceled or moved to the next working day).
  2. Specify the factory calendar or the public holiday calendar according to which the exceptions are to be calculated.
  3. Choose Copy.

Creating More Rules

  1. Choose More in the display of the rules.
  2. Proceed as described in Creating Rules.

Changing Rules

  1. In the display of the rules, select the rule that you want to change.
  2. Change the details of the rule, for example, the rule type, the time period between the appointments, or the times.

Deleting Rules

  1. In the display of the rules, select the rule that you want to delete.
  2. Choose Delete.