Maintain Calendar Instance Relationships - CALF0330

Purpose

To allow the definition of relationships between different calendar instances

Subsystem

Calendar

Structure

Three Blocks

Superior Calendars

Calendar Instance (context block)

Subordinate Calendars

 

Navigation Button invokes:

Date Alias Instance Inquiry form

Image

 

 

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 ( , ), 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 Instance

Explanation

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 navigation 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.

Example

This concept is illustrated by the calendar instance relationship diagram.

 

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
DELIVERY

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

ADMISSION
USERDEF

HOLIDAY

ACADEMIC
HOLIDAY
USERDEF
DELIVERY

HOLIDAY
USERDEF

 

 

Superior Calendars

Explanation

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.

Example

 This concept is illustrated by the calendar instance relationship diagram.

 

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

  1. Select the Calendar Type field of any record in the Superior Calendars block.
    2.
  2. Enter Insert mode or select a blank record.
    3.
  3. 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.)
    4.
  4. Save.

Rules:
  • 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:

  1. Ensure that the correct calendar instance is displayed.
    2.
  2. Select the desired superior calendar instance.
    3.
  3. Delete record.
    4.
  4. Save.

 

 

Subordinate Calendars

Explanation

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.

Example

 This concept is illustrated by the calendar instance relationship diagram.

 

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

  1. Select the Calendar Type field of any record in the Subordinate Calendars block.
    2.
  2. Enter Insert mode or select a blank record.
    3.
  3. Select the desired subordinate calendar instance from the list of values in the Calendar Type field.
    4.
  4. A calendar instance of category LOAD may need a Load Research % value assigned.
  5. Save.

Rules:
  • 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:

  1. Ensure that the correct calendar instance is displayed.
    2.
  2. Select the desired subordinate calendar instance.
    3.
  3. Delete record.
    4.
  4. Save.

 

 

Date Alias Instance Inquiry

Purpose

To permit inquiry on any date alias instances attached to a particular calendar instance displayed in the Maintain Calendar Instance Relationships form.

Subsystem

Calendar

Structure

Single Block

Date Alias Instance Inquiry

 

Navigation Button invokes:

Maintain Calendar Instance Relationships form

Image

 

 

Date Alias Instance Inquiry

Explanation

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.

 

To inquire on the date alias instances attached to a particular calendar instance:

  1. Select the desired calendar instance from any block on the Maintain Calendar Instance Relationships form.
    2.
  2. Select the Date Alias Instance Inquiry navigation button.
    3.
  3. Date alias instances for the selected calendar instance will be displayed.
    4.
  4. Select the Back navigation button to return to the Maintain Calendar Instance Relationships form.

 

Last modified on 24 February, 2003.