Calendar Instance Relationships

CALF0330 - Maintain Calendar Instance Relationships

Purpose	To allow the definition of relationships between different calendar instances
Subsystem	Calendar
Normally Run By	Administration Specialist
Anticipated Frequency	At the start of a year/term/period required
Structure	Blocks	Superior Calendars
		Calendar Instance (context block)
		Subordinate Calendars
	Button	Date Alias Instance Inquiry (overlay)

Superior Calendars

This block displays all Calendar Instances already defined as superior to the Calendar Instance in the context block. Here, new instances can be attached in a superior relationship to the context record, or existing ones detached.

This concept is illustrated by the Calendar Instance Relationships diagram.

Calendar Instance

The middle of the three blocks - Calendar Instance - shows the context record. In the blocks above and below it (Superior Calendars block, Subordinate Calendars block) are zoom buttons - (the left hand side), corresponding to each record displayed in these blocks. These buttons permit the adjacent record to be dropped or elevated into the middle block, where it in turn becomes the context record with its related calendars displayed in the other two blocks.

Calendar Instances can be linked in superior and subordinate relationships, so that one instance may have several superior and/or subordinate instances associated with it.

On entering the form via the button in the Maintain Calendar Types form, this context block displays the Calendar Instance selected there. Superior Calendar Instances are shown, or may be attached or detached, in the block above, and Subordinate Calendar Instances in the block below.

It is possible in Query mode to inquire on the relationships of any Calendar Instance by entering a Calendar Type in this block and executing the query. This is not recommended, however, due to the likelihood of losing the original context. A more satisfactory approach is to return to the Maintain Calendar Types form and locate the new context record.

This concept is illustrated by the Calendar Instance Relationships diagram.

Subordinate Calendars

This block displays all Calendar Instances defined as subordinate to the Calendar Instance in the context block. New subordinate relationships can be established here, or existing ones deleted.

This concept is illustrated by the Calendar Instance Relationships diagram.

Date Alias Instance Inquiry button

This block overlays the Maintain Calendar Instance Relationships form on the screen, and displays the Date Alias Instances associated with the Calendar Instance record selected there.

This is an inquiry only function.

This form is accessed through CALF0220, via the Calendar Relationships button (bottom left).

The Superior Calendars block contains:

Calendar Type

Spread Table

Description
Start Date
End Date
Calendar Status

The Calendar Instance block contains:

Calendar Type
Description
Start Date
End Date
Status

The Subordinate Calendars block contains:

Calendar Type

Spread Table

Description
Start Date
End Date
Calendar Status
Load Research %
Button
- Date Alias Instance Inquiry (overlay)
  - Date Alias
  - Abbreviations
  - Alias Value
  - Back button

Superior Calendars

To create a new Superior Calendar relationship to the context Calendar Instance, using the Maintain Calendar Instance Relationships form:

Select the Calendar Type field of any record in the Superior Calendars block
Enter Insert mode or select a blank record
Select the desired Superior Calendar Instance from the list of values in the Calendar Type field. (Note that only Calendar Instances from eligible calendar categories [those with valid relationships] are displayed in the list of values.)
Save

Rules/Notes:

If the context Calendar Instance is 'active' a Superior Calendar can only be active.

If the context Calendar Instance is 'inactive' a Superior Calendar can only be active or inactive.

If the context Calendar Instance is 'planned' a Superior Calendar can only be active or planned.

A Calendar cannot have a superior relationship to itself.

To delete a Superior Calendar relationship using the Maintain Calendar Instance Relationships form:

Ensure that the correct Calendar Instance is displayed
Select the desired Superior Calendar Instance
Delete record
Save

Subordinate Calendars

To create a new Subordinate Calendar relationship to the displayed Calendar Instance, using the Maintain Calendar Instance Relationships form:

Select the Calendar Type field of any record in the Subordinate Calendars block
Enter Insert mode or select a blank record
Select the desired Subordinate Calendar Instance from the list of values in the Calendar Type field
A Calendar Instance of category LOAD may need a Load Research % value assigned
Save

Rules/Notes:

If the context Calendar Instance is 'active' a Subordinate Calendar can be planned, active or inactive.

If the context Calendar Instance is 'inactive' a Subordinate Calendar can only be inactive.

If the context Calendar Instance is 'planned' a Subordinate Calendar can only be planned.

A calendar cannot have a subordinate relationship to itself.

The following rules are mandatory. Functionality in other subsystems depends on these rules:

A Calendar Instance of Calendar Category TEACHING cannot have a Subordinate Calendar of Calendar Category ACADEMIC or ENROLMENT.
A Calendar Instance of category ENROLMENT cannot have any Subordinate Calendars

To delete a Subordinate Calendar relationship using the Maintain Calendar Instance Relationships form:

Ensure that the correct Calendar Instance is displayed
Select the desired Subordinate Calendar Instance
Delete record
Save

Date Alias Instance Inquiry button

To inquire on the Date Alias instances attached to a particular Calendar Instance:

Select the desired Calendar Instance from any block on the Maintain Calendar Instance Relationships form
Select the Date Alias Instance Inquiry button
Date Alias instances for the selected Calendar Instance will be displayed
Select the Back button to return to the Maintain Calendar Instance Relationships form

Calendar Relationship Rules The following rules are critical to the setup of calendars. Functionality in other subsystems depends on correct setup of calendar relationships. Validations exist to prevent the breaking of most of these rules.
For Calendars of Calendar Category	Permissible Superior Calendar Categories	Permissible Subordinate Calendar Categories
USERDEF	Any calendar category	Any calendar category
ACADEMIC	USERDEF	ADMISSION ASSESSMENT ENROLMENT EXAM LOAD PROGRESS TEACHING USERDEF HOLIDAY
ACTIVITY	USERDEF	TEACHING USERDEF
ADMISSION	ACADEMIC TEACHING USERDEF	ENROLMENT USERDEF
ENROLMENT	ACADEMIC ADMISSION USERDEF	USERDEF LOAD
ASSESSMENT	ASSESSMENT ACADEMIC USERDEF	ASSESSMENT TEACHING
EXAM	EXAM ACADEMIC USERDEF	EXAM TEACHING USERDEF
FEE	FINANCE USERDEF	USERDEF
FINANCE	USERDEF	FEE USERDEF
LOAD	ACADEMIC ENROLMENT PROGRESS LOAD (Only an Aggregate Load Calendar can be the superior of a Standard Load Calendar) USERDEF	LOAD (Only a standard load calendar can be the subordinate of an aggregate load calendar) USERDEF
PROGRESS	ACADEMIC	TEACHING LOAD
TEACHING	ACADEMIC ASSESSMENT EXAM PROGRESS USERDEF ACTIVITY	ADMISSION USERDEF
HOLIDAY	ACADEMIC HOLIDAY USERDEF	HOLIDAY USERDEF

Last Modified on 1 March, 2004